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Shum Financial Group’s Abbott ABT Stock Holding History

Shum Financial Group’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
Q2 		$702K Sell
7,737
-295
-4% -$26.9K 0.42% 57
2026
Q1 		$825K Sell
8,032
-13
-0.2% -$1.47K 0.58% 48
2025
Q4 		$1.01M Sell
8,045
-82
-1% -$10.4K 0.73% 40
2025
Q3 		$1.09M Buy
+8,127
New +$1.07M 0.81% 35
2025
Q1 		$1.11M Sell
8,386
-361
-4% -$45.9K 0.96% 35
2024
Q4 		$989K Sell
8,747
-202
-2% -$23.3K 0.85% 38
2024
Q3 		$1.05M Buy
+8,949
New +$982K 0.88% 38

Other funds holding ABT

Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Diamond Hill Capital Management
Diamond Hill Capital Management Columbus, Ohio $12.5B AUM 7.49% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
WT
Wellcome Trust London, United Kingdom $9.01B AUM 12.05% 1-Year Est. Return
RG
Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $59.2B AUM 26.02% 1-Year Est. Return

Shum Financial Group's ABT Position: Q2 2026 in Review

Shum Financial Group reduced its Abbott (ABT) stake by 3.7% in Q2 2026, selling an estimated $26.9K and leaving 7,737 shares worth $702K. The position accounts for 0.42% of the portfolio, ranked #57.

Shum Financial Group first reported a position in ABT in Q3 2024 and has held it in 7 quarters since. The position peaked at $1.11M in Q1 2025. 1,768 funds tracked by Wall St. Rank hold ABT as of Q2 2026.

  • Shum Financial Group held 7,737 shares of Abbott worth $702K as of Q2 2026.
  • Shum Financial Group sold 295 Abbott shares in Q2 2026, an estimated $26.9K.
  • Abbott made up 0.42% of Shum Financial Group's portfolio in Q2 2026, its #57 holding.
  • Shum Financial Group first reported a position in Abbott in Q3 2024 and has held it in 7 quarters since.
  • Shum Financial Group's Abbott position peaked at $1.11M in Q1 2025.
  • 1,768 funds tracked by Wall St. Rank held Abbott as of Q2 2026.

Based on Shum Financial Group's 13F filing for Q2 2026, filed 22 Jul 2026.