WMA
ABT icon

Wealth Management Associates’s Abbott ABT Stock Holding History

Wealth Management Associates’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 		$345K Buy
3,358
+1
+0% +$113 0.12% 157
2025
Q4 		$421K Sell
3,357
-401
-11% -$51.1K 0.15% 133
2025
Q3 		$503K Buy
3,758
+1
+0% +$131 0.18% 106
2025
Q2 		$511K Buy
3,757
+330
+10% +$43.5K 0.2% 96
2025
Q1 		$455K Hold
3,427
– – 0.19% 99
2024
Q4 		$388K Buy
3,427
+1
+0% +$116 0.17% 118
2024
Q3 		$391K Buy
3,426
+163
+5% +$17.9K 0.17% 127
2024
Q2 		$339K Hold
3,263
– – 0.16% 128
2024
Q1 		$339K Buy
3,263
+153
+5% +$17.5K 0.16% 128
2023
Q4 		$342K Buy
3,110
+132
+4% +$13.2K 0.18% 124
2023
Q3 		$288K Buy
2,978
+51
+2% +$5.36K 0.17% 135
2023
Q2 		$319K Sell
2,927
-47
-2% -$5.01K 0.18% 122
2023
Q1 		$301K Buy
2,974
+1
+0% +$106 0.19% 125
2022
Q4 		$326K Buy
2,973
+1
+0% +$104 0.22% 107
2022
Q3 		$288K Buy
2,972
+1
+0% +$107 0.2% 128
2022
Q2 		$323K Sell
2,971
-279
-9% -$31.7K 0.22% 118
2022
Q1 		$385K Sell
3,250
-149
-4% -$18.5K 0.22% 119
2021
Q4 		$478K Buy
3,399
+418
+14% +$53.5K 0.26% 101
2021
Q3 		$352K Buy
2,981
+9
+0.3% +$1.11K 0.21% 123
2021
Q2 		$345K Buy
2,972
+449
+18% +$52.3K 0.2% 132
2021
Q1 		$302K Buy
2,523
+290
+13% +$34.4K 0.19% 127
2020
Q4 		$244K Buy
2,233
+2
+0.1% +$217 0.16% 150
2020
Q3 		$243K Sell
2,231
-61
-3% -$6.19K 0.19% 132
2020
Q2 		$210K Buy
+2,292
New +$207K 0.18% 137

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

Wealth Management Associates's ABT Position: Q1 2026 in Review

Wealth Management Associates increased its Abbott (ABT) stake by 0.03% in Q1 2026, buying an estimated $113 and bringing the position to 3,358 shares worth $345K. The position accounts for 0.12% of the portfolio, ranked #157.

Wealth Management Associates first reported a position in ABT in Q2 2020 and has held it in 24 quarters since. The position peaked at $511K in Q2 2025. 3,083 funds tracked by Wall St. Rank hold ABT as of Q1 2026.

  • Wealth Management Associates held 3,358 shares of Abbott worth $345K as of Q1 2026.
  • Wealth Management Associates bought 1 Abbott share in Q1 2026, an estimated $113.
  • Abbott made up 0.12% of Wealth Management Associates's portfolio in Q1 2026, its #157 holding.
  • Wealth Management Associates first reported a position in Abbott in Q2 2020 and has held it in 24 quarters since.
  • Wealth Management Associates's Abbott position peaked at $511K in Q2 2025.
  • 3,083 funds tracked by Wall St. Rank held Abbott as of Q1 2026.

Based on Wealth Management Associates's 13F filing for Q1 2026, filed 13 May 2026.