Synergy Investment Management, LLC
Position in ABT — Abbott Laboratories
CIK 2053786
ALTAMONTE SPRINGS, FL
Position in ABT
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$49,815
+$20,042 QoQ
Shares Held
549
+89.3% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
#2,779
of 2,951 holders
Holding Since
Dec 2024
4 quarters on record
Voting authority
Sole 13%
Shared 0%
None 87%
Common Shares in ABT Over Time
Shares Held
Position Value (USD)
Position in Medical Devices
Healthcare · as of Jun 30, 2026Synergy Investment Management, LLC holds $400,476 across 14 Medical Devices names. ABT ranks #3 (12.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BSX |
Boston Scientific Corp
|
3,178 | $135,635 | |
| 2 | SYK |
Stryker Corp
|
273 | $85,950 | |
| 3 | ABT |
Abbott Laboratories
This page
|
549 | $49,815 | |
| 4 | EW |
Edwards Lifesciences Corp
|
361 | $32,655 | |
| 5 | PEN |
Penumbra Inc
|
100 | $31,575 | |
| 6 | PODD |
Insulet Corp
|
120 | $18,269 | |
| 7 | PHG |
Koninklijke Philips NV
|
486 | $13,213 | |
| 8 | MDT |
Medtronic plc
|
152 | $11,890 |
All Filings in ABT
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $49,815 | 549 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $29,773 | 290 | Shares | Sole | 2026-05-15 | |
| 2025-03-31 | $27,989 | 211 | Shares | Sole | 2025-04-30 | |
| 2024-12-31 | $22,169 | 196 | Shares | Sole | 2025-02-06 | |
| No filing history on record for this holder in this stock. | ||||||