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Tolleson Wealth Management’s Abbott ABT Stock Holding History

Tolleson Wealth 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 		– Sell
-2,159
Closed -$222K – 97
2026
Q1 		$222K Hold
2,159
– – 0.03% 88
2025
Q4 		$271K Sell
2,159
-404
-16% -$51.5K 0.04% 83
2025
Q3 		$343K Buy
2,563
+404
+19% +$53K 0.05% 72
2025
Q2 		$294K Hold
2,159
– – 0.05% 74
2025
Q1 		$286K Sell
2,159
-1,271
-37% -$162K 0.06% 76
2024
Q4 		$388K Buy
3,430
+1,165
+51% +$135K 0.08% 70
2024
Q3 		$258K Sell
2,265
-72
-3% -$7.9K 0.05% 75
2024
Q2 		$243K Buy
2,337
+106
+5% +$11.2K 0.05% 77
2024
Q1 		$254K Buy
2,231
+49
+2% +$5.62K 0.05% 74
2023
Q4 		$240K Buy
2,182
+23
+1% +$2.3K 0.05% 76
2023
Q3 		$209K Hold
2,159
– – 0.05% 75
2023
Q2 		$235K Hold
2,159
– – 0.06% 75
2023
Q1 		$219K Hold
2,159
– – 0.06% 72
2022
Q4 		$237K Hold
2,159
– – 0.06% 72
2022
Q3 		$209K Hold
2,159
– – 0.06% 69
2022
Q2 		$235K Hold
2,159
– – 0.07% 66
2022
Q1 		$256K Hold
2,159
– – 0.08% 65
2021
Q4 		$304K Hold
2,159
– – 0.08% 63
2021
Q3 		$255K Sell
2,159
-240
-10% -$29.5K 0.07% 59
2021
Q2 		$278K Hold
2,399
– – 0.07% 64
2021
Q1 		$287K Hold
2,399
– – 0.09% 63
2020
Q4 		$263K Hold
2,399
– – 0.09% 58
2020
Q3 		$261K Hold
2,399
– – 0.11% 55
2020
Q2 		$219K Buy
+2,399
New +$217K 0.1% 62
2020
Q1 		– Sell
-2,399
Closed -$208K – 61
2019
Q4 		$208K Hold
2,399
– – 0.1% 64
2019
Q3 		$201K Hold
2,399
– – 0.11% 60
2019
Q2 		$202K Buy
+2,399
New +$189K 0.14% 46

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 $3.37T AUM 44.26% 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

Tolleson Wealth Management's ABT Position: Q2 2026 in Review

Tolleson Wealth Management sold out of Abbott (ABT) in Q2 2026, closing a stake of 2,159 shares — an estimated $222K sold.

Tolleson Wealth Management first reported a position in ABT in Q2 2019 and held it in 27 quarters. The position peaked at $388K in Q4 2024. 2,965 funds tracked by Wall St. Rank hold ABT as of Q2 2026.

  • Tolleson Wealth Management reported no remaining Abbott position as of Q2 2026 after selling out during the quarter.
  • Tolleson Wealth Management sold 2,159 Abbott shares in Q2 2026, an estimated $222K.
  • Tolleson Wealth Management first reported a position in Abbott in Q2 2019 and held it in 27 quarters.
  • Tolleson Wealth Management's Abbott position peaked at $388K in Q4 2024.
  • 2,965 funds tracked by Wall St. Rank held Abbott as of Q2 2026.

Based on Tolleson Wealth Management's 13F filing for Q2 2026, filed 13 Aug 2026.