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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
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 $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
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
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Charles Schwab
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
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

Synergy Investment Management's ABT Position: Q1 2026 in Review

Synergy Investment Management opened a new position in Abbott (ABT) in Q1 2026: 290 shares worth $29.8K. The stake represents 0.01% of the portfolio and ranks #347 among its holdings. This is a return to the name: Synergy Investment Management previously reported a position in ABT as recently as Q1 2025.

Synergy Investment Management first reported a position in ABT in Q4 2024 and has held it in 3 quarters since. 3,088 funds tracked by Wall St. Rank hold ABT as of Q1 2026.

  • Synergy Investment Management held 290 shares of Abbott worth $29.8K as of Q1 2026.
  • Abbott was a new Synergy Investment Management position in Q1 2026.
  • Abbott made up 0.01% of Synergy Investment Management's portfolio in Q1 2026, its #347 holding.
  • Synergy Investment Management first reported a position in Abbott in Q4 2024 and has held it in 3 quarters since.
  • 3,088 funds tracked by Wall St. Rank held Abbott as of Q1 2026.

Based on Synergy Investment Management's 13F filing for Q1 2026, filed 15 May 2026.