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Summit Financial Strategies’s Abbott ABT Stock Holding History

Summit Financial Strategies’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 		$656K Sell
7,226
-2,239
-24% -$204K 0.05% 86
2026
Q1 		$972K Buy
9,465
+1,312
+16% +$148K 0.08% 70
2025
Q4 		$1.02M Buy
8,153
+6
+0.1% +$764 0.08% 66
2025
Q3 		$1.09M Sell
8,147
-26
-0.3% -$3.41K 0.09% 61
2025
Q2 		$1.11M Sell
8,173
-224
-3% -$29.5K 0.1% 61
2025
Q1 		$1.11M Sell
8,397
-1,206
-13% -$153K 0.11% 56
2024
Q4 		$1.09M Buy
9,603
+1,103
+13% +$127K 0.12% 56
2024
Q3 		$969K Sell
8,500
-67
-0.8% -$7.35K 0.11% 58
2024
Q2 		$890K Sell
8,567
-24
-0.3% -$2.54K 0.11% 58
2024
Q1 		$976K Sell
8,591
-1,816
-17% -$208K 0.14% 55
2023
Q4 		$1.15M Sell
10,407
-84
-0.8% -$8.39K 0.18% 46
2023
Q3 		$1.02M Sell
10,491
-66
-0.6% -$6.93K 0.19% 40
2023
Q2 		$1.15M Sell
10,557
-215
-2% -$22.9K 0.21% 34
2023
Q1 		$1.09M Sell
10,772
-447
-4% -$47.2K 0.21% 38
2022
Q4 		$1.23M Sell
11,219
-503
-4% -$52.1K 0.27% 32
2022
Q3 		$1.13M Buy
11,722
+1,497
+15% +$160K 0.27% 32
2022
Q2 		$1.11M Sell
10,225
-120
-1% -$13.6K 0.26% 32
2022
Q1 		$1.22M Sell
10,345
-1,023
-9% -$127K 0.25% 30
2021
Q4 		$1.6M Buy
11,368
+14
+0.1% +$1.79K 0.31% 25
2021
Q3 		$1.34M Sell
11,354
-419
-4% -$51.5K 0.26% 29
2021
Q2 		$1.36M Buy
11,773
+5,273
+81% +$615K 0.27% 28
2021
Q1 		$779K Buy
6,500
+200
+3% +$23.7K 0.28% 24
2020
Q4 		$690K Sell
6,300
-153
-2% -$16.6K 0.24% 32
2020
Q3 		$702K Buy
6,453
+350
+6% +$35.5K 0.29% 29
2020
Q2 		$558K Sell
6,103
-326
-5% -$29.5K 0.25% 28
2020
Q1 		$507K Hold
6,429
– – 0.28% 27
2019
Q4 		$558K Sell
6,429
-122
-2% -$10.2K 0.27% 28
2019
Q3 		$548K Sell
6,551
-1,110
-14% -$94.3K 0.26% 26
2019
Q2 		$644K Buy
7,661
+4
+0.1% +$315 0.31% 22
2019
Q1 		$612K Buy
7,657
+5
+0.1% +$372 0.31% 22
2018
Q4 		$553K Buy
7,652
+4
+0.1% +$281 0.31% 27
2018
Q3 		$561K Sell
7,648
-4,412
-37% -$290K 0.26% 24
2018
Q2 		$736K Buy
12,060
+5,655
+88% +$343K 0.36% 21
2018
Q1 		$384K Buy
6,405
+1,655
+35% +$99.7K 0.2% 28
2017
Q4 		$271K Buy
4,750
+5
+0.1% +$277 0.14% 40
2017
Q3 		$253K Sell
4,745
-1,102
-19% -$55.3K 0.15% 39
2017
Q2 		$284K Buy
+5,847
New +$265K 0.17% 36
2016
Q4 		– Sell
-5,130
Closed -$217K – 43
2016
Q3 		$217K Sell
5,130
-77
-1% -$3.3K 0.15% 37
2016
Q2 		$205K Buy
5,207
+19
+0.4% +$756 0.15% 41
2016
Q1 		$217K Buy
5,188
+24
+0.5% +$951 0.16% 39
2015
Q4 		$232K Buy
5,164
+15
+0.3% +$662 0.18% 43
2015
Q3 		$207K Sell
5,149
-190
-4% -$8.96K 0.17% 44
2015
Q2 		$262K Sell
5,339
-487
-8% -$23.4K 0.2% 39
2015
Q1 		$270K Buy
+5,826
New +$268K 0.22% 33

Other funds holding ABT

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 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
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
ATO
Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return

Summit Financial Strategies's ABT Position: Q2 2026 in Review

Summit Financial Strategies reduced its Abbott (ABT) stake by 24% in Q2 2026, selling an estimated $204K and leaving 7,226 shares worth $656K. The position accounts for 0.05% of the portfolio, ranked #86.

Summit Financial Strategies first reported a position in ABT in Q1 2015 and has held it in 44 quarters since. The position peaked at $1.6M in Q4 2021. 1,385 funds tracked by Wall St. Rank hold ABT as of Q2 2026.

  • Summit Financial Strategies held 7,226 shares of Abbott worth $656K as of Q2 2026.
  • Summit Financial Strategies sold 2,239 Abbott shares in Q2 2026, an estimated $204K.
  • Abbott made up 0.05% of Summit Financial Strategies's portfolio in Q2 2026, its #86 holding.
  • Summit Financial Strategies first reported a position in Abbott in Q1 2015 and has held it in 44 quarters since.
  • Summit Financial Strategies's Abbott position peaked at $1.6M in Q4 2021.
  • 1,385 funds tracked by Wall St. Rank held Abbott as of Q2 2026.

Based on Summit Financial Strategies's 13F filing for Q2 2026, filed 24 Jul 2026.