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TruWealth Advisors’s Abbott ABT Stock Holding History

TruWealth Advisors’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 		$272K Buy
2,646
+55
+2% +$6.21K 0.01% 154
2025
Q4 		$325K Sell
2,591
-45
-2% -$5.73K 0.02% 144
2025
Q3 		$353K Sell
2,636
-109,352
-98% -$14.4M 0.02% 139
2025
Q2 		$15.2M Buy
111,988
+3,767
+3% +$497K 0.84% 38
2025
Q1 		$14.4M Sell
108,221
-16,873
-13% -$2.15M 0.87% 39
2024
Q4 		$14.1M Buy
125,094
+1,572
+1% +$182K 0.85% 37
2024
Q3 		$14.1M Buy
123,522
+3,046
+3% +$334K 0.86% 36
2024
Q2 		$12.5M Buy
120,476
+10,817
+10% +$1.15M 0.83% 35
2024
Q1 		$12.5M Buy
109,659
+1,433
+1% +$164K 0.87% 34
2023
Q4 		$11.9M Buy
108,226
+4,261
+4% +$426K 0.91% 37
2023
Q3 		$10.1M Buy
103,965
+99,909
+2,463% +$10.5M 0.87% 35
2023
Q2 		$442K Sell
4,056
-534
-12% -$56.9K 0.04% 94
2023
Q1 		$465K Buy
4,590
+947
+26% +$100K 0.04% 92
2022
Q4 		$400K Buy
3,643
+433
+13% +$44.8K 0.04% 98
2022
Q3 		$311K Buy
3,210
+5
+0.2% +$533 0.03% 98
2022
Q2 		$348K Buy
3,205
+511
+19% +$58K 0.04% 94
2022
Q1 		$319K Sell
2,694
-44
-2% -$5.46K 0.03% 90
2021
Q4 		$385K Buy
2,738
+24
+0.9% +$3.07K 0.04% 85
2021
Q3 		$321K Buy
2,714
+101
+4% +$12.4K 0.04% 94
2021
Q2 		$303K Buy
2,613
+70
+3% +$8.16K 0.04% 90
2021
Q1 		$305K Buy
2,543
+28
+1% +$3.32K 0.04% 85
2020
Q4 		$275K Buy
+2,515
New +$273K 0.04% 89

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

TruWealth Advisors's ABT Position: Q1 2026 in Review

TruWealth Advisors increased its Abbott (ABT) stake by 2.1% in Q1 2026, buying an estimated $6.21K and bringing the position to 2,646 shares worth $272K. The position accounts for 0.01% of the portfolio, ranked #154.

TruWealth Advisors first reported a position in ABT in Q4 2020 and has held it in 22 quarters since. The position peaked at $15.2M in Q2 2025. 3,086 funds tracked by Wall St. Rank hold ABT as of Q1 2026.

  • TruWealth Advisors held 2,646 shares of Abbott worth $272K as of Q1 2026.
  • TruWealth Advisors bought 55 Abbott shares in Q1 2026, an estimated $6.21K.
  • Abbott made up 0.01% of TruWealth Advisors's portfolio in Q1 2026, its #154 holding.
  • TruWealth Advisors first reported a position in Abbott in Q4 2020 and has held it in 22 quarters since.
  • TruWealth Advisors's Abbott position peaked at $15.2M in Q2 2025.
  • 3,086 funds tracked by Wall St. Rank held Abbott as of Q1 2026.

Based on TruWealth Advisors's 13F filing for Q1 2026, filed 9 Apr 2026.