AIVL0.956%
as of Jul 17
ABT
GrowthABBOTT LABORATORIES
Abbott Laboratories, together with its subsidiaries, discovers, develops, manufactures, and sells health care products worldwide. It operates in four segments: Established Pharmaceutical Products, Diagnostic Products, Nutritional Products, and Medical Devices. The company offers generic pharmaceuticals for the treatment of pancreatic exocrine insufficiency, irritable bowel syndrome or biliary spasm, intrahepatic cholestasis or depressive symptoms, gynecological disorder, hormone replacement therapy, dyslipidemia, hypertension, hypothyroidism, hypertriglyceridemia, Ménière's disease and vestibular vertigo, pain, fever, inflammation, and migraine, as well as provides anti-infective clarithromycin, influenza vaccine, and products to regulate physiological rhythm of the colon.
Close · 3M
-9.76%
Held by 2 AI ETFs
AIEQ0.220%
as of Jul 20
Signal performance
Each tracked ETF's moves on this stock, grouped by fund. Returns are measured from the signal date to the latest close — hypothetical, no commissions or slippage.
Buy signals11
Win rate91% (10/11)
Avg buy return+9.35%
AIVL · Weight increase · 3d
AIVL's AI-driven methodology, which scores names within a US value-factor pool and periodically rebalances its portfolio of around 100 stocks, likely increased its allocation to Abbott Laboratories based on a recent assessment. The fund's system for distinguishing genuine value from value traps appears to have identified ABT as a compelling holding, especially given its current price of $100.68, sitting at 74% of its 52-week high after a significant 1-year return of -24.7%. Despite a PER of 32.33, the AI’s fundamental analysis, which considers metrics like return on capital and margins, probably found ABT's 8.06% revenue growth and 12.2% ROE sufficiently solid to support the increased weighting. This algorithmic decision led to the observed consecutive weight increase from 0.8534% to 0.9556% between July 15th and July 17th, indicating a favorable re-evaluation during a scheduled portfolio adjustment.
weight 0.852% → 0.956% (+0.103 pp)·stock up 11.1% in the 30 days before
Jul 17·entry $100.68·now $101.66Fresh
+0.97%
since Jul 17
AIVL · Weight increase · 2d
ABT is trading at $100.68, which is 74% of its 52-week high after a 24.7% drop over the last year, though it has seen a 10.9% gain in the past 30 days. This price action likely positioned the Health Care sector company within AIVL's pre-filtered US value-factor universe, prompting the AI to analyze its fundamentals and valuation. The AI’s mandate is to distinguish genuine value from value traps; therefore, it likely evaluated ABT’s 8.06% revenue growth and 12.2% return on equity. These underlying financials, despite a PER of 32.33 and PBR of 4.18, were likely judged to support an allocation increase on July 16th, as the AI determined the stock’s current pricing represented an attractive entry point given its quality within the value framework.
weight 0.852% → 0.932% (+0.080 pp)·stock up 11.5% in the 30 days before
Jul 16·entry $98.83·now $101.66Drifting
+2.86%
since Jul 16
AIVL · Weight decrease · 4d
The stock's current price of $89.27, trading at roughly 65% of its 52-week high following a 90-day return of -18.5% and a 1-year return of -33.4%, likely positioned ABT for consideration within AIVL's value-factor universe. However, AIVL's AI, which evaluates names using fundamentals like return on capital and debt, alongside valuation metrics such as P/E and P/B, to distinguish genuine value from value traps, appears to have assessed ABT's financial profile at this price. Despite the significant price decline, a P/E of 26.14 and a P/B of 4.18, alongside a 12.2% ROE and 6.59% revenue growth, suggested to the AI that the stock did not present a sufficiently attractive value opportunity when compared to its internal scoring criteria. This comprehensive re-evaluation by the AI likely contributed to the detected consecutive weight decrease from 0.9027% to 0.8522% over the specified period, signaling reduced conviction at this price level.
weight 0.917% → 0.852% (-0.065 pp)·stock down 0.8% in the 30 days before
Jul 14·entry $88.96·now $101.66
+14.28%
since Jul 14
AIVL · Weight decrease · 3d
ABBOTT LABORATORIES currently trades at $88.96, which is approximately 65% of its 52-week high, having seen a +1.3% return over 30 days but -19.9% over 90 days and -34.7% over one year. This substantial decline positions the stock within a universe often attractive to value strategies, yet AIVL's AI aims to distinguish genuine value from value traps using fundamentals and valuation metrics. Given ABT's P/E ratio of 26.14 and P/B of 4.18, alongside a 12.2% return on equity, the AI's scoring likely flagged these metrics as not meeting its specific thresholds for a deep value opportunity. The consecutive reduction in AIVL's weight for ABT, from 0.9167% to 0.8775% between July 8th and 13th, suggests the algorithm determined the stock's current valuation does not align with its value factor + AI criteria.
weight 0.917% → 0.877% (-0.039 pp)·stock up 3.3% in the 30 days before
Jul 13·entry $92.11·now $101.66
+10.37%
since Jul 13
AIVL · Weight decrease · 2d
AIVL's AI, specifically designed to distinguish genuine value from potential value traps within its US value-factor universe, initiated a consecutive weight decrease in ABT after its initial inclusion. This subtle but consistent reduction suggests the system's re-evaluation of ABT's profile during its periodic rebalance, using its defined fundamental and valuation metrics. The AI likely determined that ABT's current valuation, perhaps indicated by its PER of 26.14, did not sufficiently align with the fund's rigorous criteria for a true value play within its portfolio of approximately 100 US value stocks. This precise adjustment underscores the AI's continuous effort to optimize its holdings, rather than simply chasing stocks exhibiting a significant 1-year return of -32.3%, ensuring only companies aligning with genuine value attributes are prioritized.
weight 0.917% → 0.895% (-0.022 pp)·stock up 2.9% in the 30 days before
Jul 10·entry $93.93·now $101.66
+8.23%
since Jul 10
AIVL · Weight increase · 2d
ABT's Price-to-Earnings ratio of 26.14 and Price-to-Book of 4.18, combined with a 12.2% Return on Equity and 6.59% Revenue Growth, suggest AIVL's AI prioritized ongoing business strength when evaluating the stock. The WisdomTree fund’s methodology, focused on distinguishing genuine value from traps within its US value-factor pool, likely identified ABT as a candidate due to its current price of $94.40, which represents 69% of its 52-week high after a 29.4% decline over the past year. This significant price reduction at the time of its initial 0.9113% allocation on July 2nd aligns with a value-driven entry point. The subsequent daily weight increases, from 0.9077% to 0.9167% between July 6th and 8th, indicate the AI's continued positive assessment of the company’s fundamentals despite a recent 30-day return of +10.2%.
weight 0.908% → 0.917% (+0.009 pp)·stock up 4.5% in the 30 days before
Jul 8·entry $95.18·now $101.66Drifting
+6.81%
since Jul 8
AIVL · New entry · 1d
WisdomTree's AIVL, whose AI system is specifically designed to distinguish genuine value from value traps within a pre-filtered US value pool, initiated a position in Abbott Laboratories during its recent periodic rebalance. This move follows ABT's significant 1-year return of -28.3%, presenting a profile that aligns with the fund's value factor screening. The AI likely assessed ABT's fundamentals, such as its 12.2% ROE and 6.59% revenue growth, concluding that despite a PER of 26.29, the stock represented a genuine opportunity rather than a value trap. Consequently, ABT was added to the ~100-stock portfolio on July 2, 2026, at a weight of 0.9113%.
weight 0 → 0.911% (new)·stock up 9.7% in the 30 days before
Jul 2·entry $95.40·now $101.66Drifting
+6.56%
since Jul 2
AIEQ · Weight increase · 2d
Following a brief dip, AIEQ increased its allocation to Abbott Laboratories from 0.19% to 0.21% and then to 0.22% over two consecutive trading days, representing a measured, stepped upward adjustment. This gradual but clear upward movement aligns with AIEQ’s high-turnover, daily rebalancing mandate and its reliance on IBM Watson NLP to process real-time news and social posts. Given ABT’s current price of $100.68, sitting at 74% of its 52-week high following a 24.7% annual decline yet showing a 10.9% gain in the last 30 days, the AI likely detected a positive shift in market sentiment or an improving outlook from its extensive data ingestion. The AI's integration of news, filings, transcripts, and analyst notes, combined with the stock's 8.06% revenue growth, suggests the system identified emerging positive catalysts for a company previously out of favor, prompting a targeted increase in its ranking and subsequent portfolio weighting.
weight 0.190% → 0.220% (+0.030 pp)·stock up 11.1% in the 30 days before
Jul 19·entry $101.66·now $101.66Fresh
0.00%
since Jul 19
AIEQ · Weight decrease · 2d
Abbott Laboratories presents with a PER of 26.29, a PBR of 4.18, 6.59% revenue growth, and a 12.2% ROE, all data points considered within AIEQ's broad market, fundamentals + sentiment hybrid style. The fund, managed by Amplify ETFs with its IBM Watson NLP system analyzing thousands of inputs daily, executed a specific consecutive weight decrease in ABT, sharply reducing its allocation from 0.4200% on June 29 to 0.2000% by July 1. This significant rebalancing, characteristic of the fund’s high-turnover daily adjustments, occurred as ABT traded at $92.18. Despite a 3.8% positive return over 30 days, the stock had experienced considerable longer-term declines, registering -20.0% over 90 days and -30.4% over one year, positioning it at 67% of its 52-week high. AIEQ’s AI likely processed updated sentiment or fundamental indicators, leading to a swift reduction of exposure to a company showing short-term price recovery against a backdrop of sustained longer-term weakness and specific valuation metrics.
weight 0.420% → 0.200% (-0.220 pp)·stock up 5.0% in the 30 days before
Jul 1·entry $92.18·now $101.66
+10.28%
since Jul 1
AIEQ · Weight increase · 2d
ABT's current price-to-earnings ratio of 25.38, price-to-book ratio of 4.18, and revenue growth of 6.59% alongside a 12.2% return on equity establish a fundamental profile that aligns with AIEQ's broad market, fundamentals-driven selection criteria. IBM Watson's natural language processing, which daily analyzes news and social posts across thousands of equities, likely detected an evolving positive sentiment for ABT, signaling a potential shift after a period of underperformance. The consecutive weight increase observed from June 24th to 28th, taking ABT from 0.38% to 0.42% of the portfolio, coincides with the stock currently at $94.12, trading significantly below its 52-week high but showing a 10.9% positive return over the last 30 days. This incremental allocation by the EquBot-managed fund, characterized by daily rebalancing and a high-turnover strategy, suggests a reinforcing signal from its hybrid fundamentals and sentiment model.
weight 0.400% → 0.420% (+0.020 pp)·stock up 9.9% in the 30 days before
Jun 28·entry $92.71·now $101.66Drifting
+9.65%
since Jun 28
AIEQ · Weight decrease · 2d
AIEQ, leveraging IBM Watson NLP to process news and social posts daily, executed a consecutive reduction in its weight for Abbott Laboratories. This AI-managed fund, characterized by its daily rebalancing and high turnover among 140-180 US stocks, likely identified a sustained shift in the company's sentiment or fundamental ranking. The consistent decrease in allocation suggests the AI's sophisticated models found ongoing negative signals that warranted a lower position. This tactical move aligns with a broad market strategy that responds dynamically to market conditions, such as ABT’s one-year return standing at -34.0%.
weight 0.400% → 0.380% (-0.020 pp)·stock up 5.2% in the 30 days before
Jun 14·entry $88.67·now $101.66
+14.65%
since Jun 14
AIEQ · Weight increase · 2d
weight 0.370% → 0.400% (+0.030 pp)·stock up 5.5% in the 30 days before
Jun 7·entry $90.50·now $101.66Chased
+12.33%
since Jun 7
AIEQ · Weight decrease · 3d
AIEQ, employing its IBM Watson NLP engine to ingest a vast spectrum of market data daily, likely detected a sustained deterioration in sentiment or underlying fundamentals for Abbott Laboratories. The fund's strategy, characterized by a daily rebalance and a high-turnover portfolio of 140-180 US stocks, facilitates swift adjustments based on these evolving signals. The continuous trimming of ABT's position, culminating in a significant reduction to 0.37% on May 30th, points to the AI's model assigning a lower daily ranking to the stock. This calibrated reduction in exposure aligns with ABT's considerable price decline, registering a -36.5% return over the past year and trading at $85.60, near the lower end of its 52-week range.
weight 0.710% → 0.370% (-0.340 pp)·stock down 6.3% in the 30 days before
May 30·entry $87.78·now $101.66
+15.81%
since May 30
+17.80%
since May 28
+17.30%
since May 24
AIEQ · Weight increase · 2d
stock down 4.7% in the 30 days before
May 20·entry $88.38·now $101.66Chased
+15.03%
since May 20
+16.84%
since May 7
+17.80%
since May 6
PQUS · Exit · 1d
Abbott Laboratories presents a PER of 25.38 and a PBR of 4.18, with revenue growth at 6.59% and ROE at 12.2%. For PQUS, an AI-managed US large-cap ETF from Pictet that employs a ranking system with measured turnover, these financial metrics may have positioned ABT at a certain tier within its ~165-stock universe. The ETF's system showed a weight of 0.42% for ABT on June 25th, 2026, followed by a complete removal from the portfolio on June 26th. This divestment occurred as the stock had recently delivered a 30-day return of +11.2%, yet its 90-day return was -16.9% and its 1-year return stood at -31.7%, trading at $93.24, 68% of its 52-week high. The AI ranking system, factoring in its sector-balance and concentration rules, likely evaluated ABT's valuation alongside its longer-term price depreciation and moderate growth, determining it no longer met the criteria for continued inclusion during a periodic rebalance within its US large-cap universe.
weight 0.420% → 0 (exited)·stock up 9.9% in the 30 days before
Jun 26·entry $94.12·now $101.66
+8.01%
since Jun 26
PQUS · Weight decrease · 3d
PQUS, managed by Pictet Asset Management, initiated a consecutive weight decrease in Abbott Laboratories beginning June 12. This action aligns with the fund's characteristic periodic rebalancing, rather than daily adjustments, which is driven by its AI ranking system. The AI ranking system, which evaluates a universe of approximately 165 US large-cap holdings, likely downgraded ABT due to its sustained market underperformance. Specifically, the stock's -34.0% one-year return would present a clear signal for a system designed to identify optimal candidates within its large-cap universe. Such a persistent reduction across several days suggests the AI continued to rate ABT lower, prompting these adjustments while adhering to the fund’s concentration and sector-balance rules.
weight 0.550% → 0.400% (-0.150 pp)·stock up 5.2% in the 30 days before
Jun 14·entry $88.67·now $101.66
+14.65%
since Jun 14
PQUS · Weight decrease · 2d
Trading at $88.18, ABT currently sits at 64% of its 52-week high of $138.08, reflecting a significant 1-year return of -34.0% and a 90-day return of -18.5%. This sustained downward price trajectory, combined with the stock's position near its 52-week low, likely generated a negative signal within Pictet Asset Management's AI ranking system, leading to the periodic rebalance on June 12th and 13th. Despite ABT's PER of 24.85, PBR of 4.18, revenue growth of 6.59%, and ROE of 12.2%, the AI's models appear to have prioritized the stock's recent market performance. The consecutive weight reduction from 0.55% to 0.42% and then 0.41% aligns with the fund's style of measured turnover and its sector-balance and concentration rules, suggesting a deliberate, albeit constrained, adjustment based on the AI's updated ranking for this US large-cap healthcare company.
weight 0.550% → 0.410% (-0.140 pp)·stock up 5.2% in the 30 days before
Jun 13·entry $88.67·now $101.66
+14.65%
since Jun 13
PQUS · Weight increase · 2d
weight 0.520% → 0.550% (+0.030 pp)·stock up 5.5% in the 30 days before
Jun 7·entry $90.50·now $101.66Chased
+12.33%
since Jun 7
PQUS · Sudden change · 1d
weight 0.860% → 0.520% (-0.340 pp)·stock up 4.1% in the 30 days before
Jun 4·entry $90.78·now $101.66
+11.99%
since Jun 4
+17.30%
since May 23
PQUS · Weight increase · 2d
stock down 4.3% in the 30 days before
May 21·entry $87.77·now $101.66Chased
+15.83%
since May 21
+20.56%
since May 8
+16.84%
since May 7
LQAI · Exit · 1d
The LG-Qraft collaboration's Qraft AI ranking system, overseeing a portfolio of approximately 100 US large caps, likely signaled a reduced attractiveness for ABT, prompting its removal. Given LQAI’s weekly rebalancing schedule and core large-cap style, the AI-driven selection engine continuously assesses relative performance potential within its universe, even without a heavy factor tilt. ABT's sustained underperformance, reflected by a -30.9% return over the past year, appears to have weighed significantly in the AI's ranking. This full divestment from the portfolio, observed on 2026-06-09, demonstrates the AI's dynamic response to a constituent's prolonged price depreciation.
weight 0.110% → 0 (exited)·stock up 8.2% in the 30 days before
Jun 9·entry $91.25·now $101.66
+11.41%
since Jun 9
+20.52%
since May 12
Sell signals show what the stock did after the AI exited. A negative number means the AI's exit was well-timed.
Buffett-style framework
Fails the frameworkas of Jul 5
The AI ETF activity for Abbott Laboratories is mixed, with AIVL showing a new entry and notable weighting, while PQUS has exited and AIEQ exhibits a recent decreasing trend. This mixed signal from the AI ETFs contrasts with the framework's 'Fail' verdict, which identifies concerns around financial health and a lack of a clear margin of safety at the current price.
- Circle of CompetenceAbbott's diversified healthcare segments, including medical devices, diagnostics, and nutrition, exhibit sufficiently stable unit economics to allow for reasonable projections of future cash flows.
- Economic MoatAbbott possesses a strong economic moat derived from established brand power in nutrition and medical devices, high switching costs for its integrated medical solutions, and significant regulatory barriers to entry.
- ManagementWithout specific details on management's capital allocation history, candor in communications, or direct ownership stakes, a definitive judgment on this criterion is not possible from the provided information.
- Financial HealthThe reported ROE of 12.2% falls below the 15% 10-year average threshold set by the framework, and further information is needed to assess long-term stability of operating margins and owner earnings.
- Margin of SafetyThe current valuation multiples, including a PER of 26.29, suggest the company is not trading at a defensible discount to a conservative estimate of its intrinsic value.
The framework identifies Abbott Laboratories as a company within a predictable circle of competence, possessing a durable economic moat due to strong brands, switching costs, and regulatory barriers. However, the analysis reveals concerns regarding financial health, particularly with its reported ROE falling below the framework's long-term average threshold. Furthermore, the current valuation multiples do not indicate a sufficient margin of safety for potential investors.
Educational interpretation generated by AI applying frameworks Warren Buffett documented in his shareholder letters and other public writings. Not a statement by Mr. Buffett or Berkshire Hathaway, and not investment advice.