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TRB Wealth Management’s Abbott ABT Stock Holding History

TRB 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 		$312K Sell
3,434
-3,718
-52% -$339K 0.04% 212
2026
Q1 		$734K Buy
+7,152
New +$808K 0.1% 117

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

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

TRB Wealth Management reduced its Abbott (ABT) stake by 52% in Q2 2026, selling an estimated $339K and leaving 3,434 shares worth $312K. The position accounts for 0.04% of the portfolio, ranked #212.

TRB Wealth Management first reported a position in ABT in Q1 2026 and has held it in 2 quarters since. The position peaked at $734K in Q1 2026. 2,950 funds tracked by Wall St. Rank hold ABT as of Q2 2026.

  • TRB Wealth Management held 3,434 shares of Abbott worth $312K as of Q2 2026.
  • TRB Wealth Management sold 3,718 Abbott shares in Q2 2026, an estimated $339K.
  • Abbott made up 0.04% of TRB Wealth Management's portfolio in Q2 2026, its #212 holding.
  • TRB Wealth Management first reported a position in Abbott in Q1 2026 and has held it in 2 quarters since.
  • TRB Wealth Management's Abbott position peaked at $734K in Q1 2026.
  • 2,950 funds tracked by Wall St. Rank held Abbott as of Q2 2026.

Based on TRB Wealth Management's 13F filing for Q2 2026, filed 12 Aug 2026.