Position in ABT
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$533,732
-$253,541 QoQ
Shares Held
5,882
-23.3% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.07%
of 13F equity value
Holder Rank
#1,861
of 2,959 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in ABT Over Time
Shares Held
Position Value (USD)
Position in Medical Devices
Healthcare · as of Jun 30, 2026Institute for Wealth Management, LLC. holds $1,680,354 across 15 Medical Devices names. ABT ranks #1 (31.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ABT |
Abbott Laboratories
This page
|
5,882 | $533,732 | |
| 2 | EW |
Edwards Lifesciences Corp
|
5,010 | $453,204 | |
| 3 | SYK |
Stryker Corp
|
695 | $218,813 | |
| 4 | BSX |
Boston Scientific Corp
|
3,454 | $147,416 | |
| 5 | MDT |
Medtronic plc
|
1,819 | $142,300 | |
| 6 | GEHC |
GE HealthCare Technologies Inc.
|
1,913 | $122,451 | |
| 7 | STE |
STERIS plc
|
106 | $22,320 | |
| 8 | ZBH |
Zimmer Biomet Holdings, Inc.
|
230 | $19,800 |
All Filings in ABT
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $533,732 | 5,882 | Shares | Sole | 2026-07-28 | |
| 2026-03-31 | $787,273 | 7,668 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $960,473 | 7,666 | Shares | Sole | 2026-01-27 | |
| 2025-09-30 | $1,041,785 | 7,778 | Shares | Sole | 2025-10-17 | |
| 2025-06-30 | $1,053,125 | 7,743 | Shares | Sole | 2025-07-18 | |
| 2025-03-31 | $1,042,761 | 7,861 | Shares | Sole | 2025-04-21 | |
| 2024-12-31 | $968,900 | 8,566 | Shares | Sole | 2025-01-23 | |
| 2024-09-30 | $1,011,610 | 8,873 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $939,969 | 9,046 | Shares | Sole | 2024-07-25 | |
| 2024-03-31 | $1,058,060 | 9,309 | Shares | Sole | 2024-04-30 | |
| 2023-12-31 | $1,027,393 | 9,334 | Shares | Sole | 2024-01-31 | |
| 2023-09-30 | $920,365 | 9,503 | Shares | Sole | 2023-10-13 | |
| 2023-06-30 | $1,058,148 | 9,706 | Shares | Sole | 2023-07-25 | |
| 2023-03-31 | $1,005,005 | 9,925 | Shares | Sole | 2023-04-20 | |
| 2022-12-31 | $1,136,765 | 10,354 | Shares | Sole | 2023-02-02 | |
| 2022-09-30 | $1,094,839 | 11,315 | Shares | Sole | 2022-10-18 | |
| 2022-06-30 | $1,213,511 | 11,169 | Shares | Sole | 2022-07-25 | |
| 2022-03-31 | $1,333,798 | 11,269 | Shares | Sole | 2022-04-29 | |
| 2021-12-31 | $1,601,480 | 11,379 | Shares | Sole | 2022-01-21 | |
| 2021-09-30 | $1,295,413 | 10,966 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $1,165,792 | 10,056 | Shares | Sole | 2021-07-21 | |
| 2021-03-31 | $1,228,599 | 10,252 | Shares | Sole | 2021-05-04 | |
| 2020-12-31 | $1,102,564 | 10,070 | Shares | Sole | 2021-02-01 | |
| 2020-09-30 | $939,747 | 8,635 | Shares | Sole | 2020-11-03 | |
| 2020-06-30 | $663,507 | 7,257 | Shares | Sole | 2020-07-30 | |
| 2020-03-31 | $484,428 | 6,139 | Shares | Sole | 2020-04-29 | |
| No filing history on record for this holder in this stock. | ||||||