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Transform Wealth’s Abbott ABT Stock Holding History

Transform Wealth’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
2025
Q1 		$1.34M Sell
10,076
-893
-8% -$114K 0.08% 129
2024
Q4 		$1.24M Buy
10,969
+3,875
+55% +$448K 0.07% 135
2024
Q3 		$809K Sell
7,094
-17
-0.2% -$1.86K 0.05% 123
2024
Q2 		$739K Buy
7,111
+5
+0.1% +$530 0.06% 129
2024
Q1 		$808K Sell
7,106
-221
-3% -$25.3K 0.08% 130
2023
Q4 		$806K Buy
7,327
+5
+0.1% +$500 0.08% 138
2023
Q3 		$709K Sell
7,322
-1,984
-21% -$208K 0.07% 143
2023
Q2 		$1.01M Sell
9,306
-426
-4% -$45.4K 0.09% 133
2023
Q1 		$986K Buy
9,732
+1,682
+21% +$178K 0.09% 130
2022
Q4 		$884K Buy
8,050
+1,946
+32% +$201K 0.1% 125
2022
Q3 		$591K Sell
6,104
-2,690
-31% -$287K 0.08% 110
2022
Q2 		$955K Sell
8,794
-864
-9% -$98.1K 0.14% 95
2022
Q1 		$1.14M Sell
9,658
-890
-8% -$110K 0.13% 105
2021
Q4 		$1.49M Sell
10,548
-681
-6% -$87.2K 0.16% 96
2021
Q3 		$1.33M Sell
11,229
-695
-6% -$85.4K 0.15% 100
2021
Q2 		$1.38M Buy
11,924
+492
+4% +$57.4K 0.17% 106
2021
Q1 		$1.37M Sell
11,432
-190
-2% -$22.5K 0.27% 83
2020
Q4 		$1.27M Sell
11,622
-161
-1% -$17.5K 0.27% 88
2020
Q3 		$1.28M Sell
11,783
-46
-0.4% -$4.67K 0.21% 93
2020
Q2 		$1.08M Sell
11,829
-1,322
-10% -$119K 0.19% 97
2020
Q1 		$1.04M Buy
13,151
+5,462
+71% +$456K 0.22% 103
2019
Q4 		$668K Buy
7,689
+2,429
+46% +$203K 0.11% 139
2019
Q3 		$440K Sell
5,260
-4,860
-48% -$413K 0.08% 155
2019
Q2 		$851K Buy
+10,120
New +$797K 0.13% 146

Other funds holding ABT

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 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
Norges Bank
Norges Bank Oslo, Norway $935B AUM

Transform Wealth's ABT Position: Q1 2025 in Review

Transform Wealth reduced its Abbott (ABT) stake by 8.1% in Q1 2025, selling an estimated $114K and leaving 10,076 shares worth $1.34M. The position accounts for 0.08% of the portfolio, ranked #129.

Transform Wealth first reported a position in ABT in Q2 2019 and has held it in 24 quarters since. The position peaked at $1.49M in Q4 2021. 3,169 funds tracked by Wall St. Rank hold ABT as of Q1 2025.

  • Transform Wealth held 10,076 shares of Abbott worth $1.34M as of Q1 2025.
  • Transform Wealth sold 893 Abbott shares in Q1 2025, an estimated $114K.
  • Abbott made up 0.08% of Transform Wealth's portfolio in Q1 2025, its #129 holding.
  • Transform Wealth first reported a position in Abbott in Q2 2019 and has held it in 24 quarters since.
  • Transform Wealth's Abbott position peaked at $1.49M in Q4 2021.
  • 3,169 funds tracked by Wall St. Rank held Abbott as of Q1 2025.

Based on Transform Wealth's 13F filing for Q1 2025, filed 15 Apr 2025.