SIM
ABT icon

Synergy Investment Management’s Abbott ABT Stock Holding History

Synergy Investment 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
Q2 		$55.4K Buy
549
+259
+89% +$23.6K 0.01% 365
2026
Q1 		$29.8K Buy
+290
New +$32.7K 0.01% 347
2025
Q2 		– Sell
-211
Closed -$28K – 85
2025
Q1 		$28K Buy
211
+15
+8% +$1.91K 0.01% 278
2024
Q4 		$22.1K Buy
+196
New +$22.6K 0.01% 313

Other funds holding ABT

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

Synergy Investment Management's ABT Position: Q2 2026 in Review

Synergy Investment Management increased its Abbott (ABT) stake by 89% in Q2 2026, buying an estimated $23.6K and bringing the position to 549 shares worth $55.4K. The position accounts for 0.01% of the portfolio, ranked #365.

Synergy Investment Management first reported a position in ABT in Q4 2024 and has held it in 4 quarters since. 2,982 funds tracked by Wall St. Rank hold ABT as of Q2 2026.

  • Synergy Investment Management held 549 shares of Abbott worth $55.4K as of Q2 2026.
  • Synergy Investment Management bought 259 Abbott shares in Q2 2026, an estimated $23.6K.
  • Abbott made up 0.01% of Synergy Investment Management's portfolio in Q2 2026, its #365 holding.
  • Synergy Investment Management first reported a position in Abbott in Q4 2024 and has held it in 4 quarters since.
  • 2,982 funds tracked by Wall St. Rank held Abbott as of Q2 2026.

Based on Synergy Investment Management's 13F filing for Q2 2026, filed 14 Aug 2026.