Shakespeare Wealth Management’s Abbott ABT Stock Holding History

Shakespeare Wealth Management’s Portfolio ABT Stock Details ABT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$208K	Sell	2,022 -49	-2%	-$5.53K	0.05%	97
2025 Q4	$259K	Buy	+2,071	New	+$264K	0.06%	93
2025 Q2	–	Sell	-2,000	Closed	-$265K	–	94
2025 Q1	$265K	Buy	2,000 +6	+0.3%	+$764	0.07%	88
2024 Q4	$226K	Buy	1,994 +6	+0.3%	+$693	0.06%	91
2024 Q3	$227K	Buy	1,988 +18	+0.9%	+$1.97K	0.06%	91
2024 Q2	$205K	Buy	1,970 +8	+0.4%	+$848	0.06%	88
2024 Q1	$223K	Hold	1,962	–	–	0.06%	82
2023 Q4	$216K	Buy	+1,962	New	+$196K	0.07%	79
2023 Q3	–	Sell	-1,992	Closed	-$217K	–	79
2023 Q2	$217K	Hold	1,992	–	–	0.07%	75
2023 Q1	$202K	Hold	1,992	–	–	0.07%	77
2022 Q4	$219K	Buy	+1,992	New	+$206K	0.08%	72
2022 Q2	–	Sell	-1,727	Closed	-$205K	–	70
2022 Q1	$205K	Buy	1,727 +15	+0.9%	+$1.86K	0.07%	76
2021 Q4	$241K	Hold	1,712	–	–	0.09%	65
2021 Q3	$201K	Hold	1,712	–	–	0.08%	75
2021 Q2	$209K	Hold	1,712	–	–	0.08%	72
2021 Q1	$205K	Buy	+1,712	New	+$203K	0.08%	71

Other funds holding ABT

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Capital Research Global Investors

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Capital International Investors

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wellington Management Group

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return