Summit Financial Wealth Advisors’s Abbott ABT Stock Holding History

Summit Financial Wealth Advisors’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	$344K	Buy	+3,791	New	+$346K	0.04%	162
2026 Q1	–	Sell	-2,082	Closed	-$261K	–	194
2025 Q4	$261K	Sell	2,082 -305	-13%	-$38.9K	0.04%	164
2025 Q3	$319K	Buy	2,387 +251	+12%	+$32.9K	0.05%	135
2025 Q2	$291K	Buy	+2,136	New	+$282K	0.05%	136
2015 Q1	–	Sell	-290	Closed	-$13K	–	228
2014 Q4	$13K	Buy	+290	New	+$12.6K	0.01%	193

Other funds holding ABT

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Wellcome Trust London, United Kingdom $9.01B AUM 12.05% 1-Year Est. Return

Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

CNB

Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return

Perpetual Ltd Sydney, New South Wales, Australia $7B AUM 19.75% 1-Year Est. Return

SFA

Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return

Summit Financial Wealth Advisors's ABT Position: Q2 2026 in Review

Summit Financial Wealth Advisors opened a new position in Abbott (ABT) in Q2 2026: 3,791 shares worth $344K. The stake represents 0.04% of the portfolio and ranks #162 among its holdings. This is a return to the name: Summit Financial Wealth Advisors previously reported a position in ABT as recently as Q4 2025.

Summit Financial Wealth Advisors first reported a position in ABT in Q4 2014 and has held it in 5 quarters since. 530 funds tracked by Wall St. Rank hold ABT as of Q2 2026.

Summit Financial Wealth Advisors held 3,791 shares of Abbott worth $344K as of Q2 2026.
Abbott was a new Summit Financial Wealth Advisors position in Q2 2026.
Abbott made up 0.04% of Summit Financial Wealth Advisors's portfolio in Q2 2026, its #162 holding.
Summit Financial Wealth Advisors first reported a position in Abbott in Q4 2014 and has held it in 5 quarters since.
530 funds tracked by Wall St. Rank held Abbott as of Q2 2026.

Based on Summit Financial Wealth Advisors's 13F filing for Q2 2026, filed 15 Jul 2026.