Alpha Family Trust’s Abbott ABT Stock Holding History

Alpha Family Trust’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	$464K	Sell	4,520 -380	-8%	-$42.9K	0.23%	78
2025 Q4	$614K	Hold	4,900	–	–	0.28%	64
2025 Q3	$656K	Hold	4,900	–	–	0.31%	61
2025 Q2	$666K	Hold	4,900	–	–	0.33%	54
2025 Q1	$650K	Buy	4,900 +380	+8%	+$48.4K	0.38%	54
2024 Q4	$511K	Hold	4,520	–	–	0.29%	54
2024 Q3	$515K	Hold	4,520	–	–	0.29%	58
2024 Q2	$470K	Hold	4,520	–	–	0.28%	60
2024 Q1	$514K	Hold	4,520	–	–	0.31%	61
2023 Q4	$498K	Buy	4,520 +1,300	+40%	+$130K	0.34%	57
2023 Q3	$312K	Hold	3,220	–	–	0.24%	83
2023 Q2	$351K	Hold	3,220	–	–	0.25%	67
2023 Q1	$326K	Sell	3,220 -455	-12%	-$48K	0.26%	75
2022 Q4	$403K	Buy	+3,675	New	+$381K	0.36%	52
2022 Q3	–	Sell	-2,230	Closed	-$242K	–	46
2022 Q2	$242K	Buy	+2,230	New	+$253K	0.15%	43

Other funds holding ABT

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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 San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Alpha Family Trust's ABT Position: Q1 2026 in Review

Alpha Family Trust reduced its Abbott (ABT) stake by 7.8% in Q1 2026, selling an estimated $42.9K and leaving 4,520 shares worth $464K. The position accounts for 0.23% of the portfolio, ranked #78.

Alpha Family Trust first reported a position in ABT in Q2 2022 and has held it in 15 quarters since. The position peaked at $666K in Q2 2025. 3,090 funds tracked by Wall St. Rank hold ABT as of Q1 2026.

Alpha Family Trust held 4,520 shares of Abbott worth $464K as of Q1 2026.
Alpha Family Trust sold 380 Abbott shares in Q1 2026, an estimated $42.9K.
Abbott made up 0.23% of Alpha Family Trust's portfolio in Q1 2026, its #78 holding.
Alpha Family Trust first reported a position in Abbott in Q2 2022 and has held it in 15 quarters since.
Alpha Family Trust's Abbott position peaked at $666K in Q2 2025.
3,090 funds tracked by Wall St. Rank held Abbott as of Q1 2026.

Based on Alpha Family Trust's 13F filing for Q1 2026, filed 13 May 2026.