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Bogart Wealth LLC’s Abbott ABT Stock Holding History

Bogart Wealth LLC’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 		$86K Sell
838
-229
-21% -$25.9K ﹤0.01% 376
2025
Q4 		$134K Sell
1,067
-76
-7% -$9.68K 0.01% 304
2025
Q3 		$153K Buy
1,143
+45
+4% +$5.91K 0.01% 278
2025
Q2 		$149K Sell
1,098
-89
-7% -$11.7K 0.01% 274
2025
Q1 		$157K Buy
1,187
+225
+23% +$28.6K 0.01% 246
2024
Q4 		$109K Buy
962
+64
+7% +$7.4K 0.01% 305
2024
Q3 		$102K Sell
898
-252
-22% -$27.6K ﹤0.01% 305
2024
Q2 		$120K Sell
1,150
-541
-32% -$57.4K 0.01% 275
2024
Q1 		$192K Buy
1,691
+174
+11% +$19.9K 0.01% 206
2023
Q4 		$167K Buy
1,517
+378
+33% +$37.8K 0.01% 208
2023
Q3 		$110K Sell
1,139
-45
-4% -$4.73K 0.01% 241
2023
Q2 		$129K Buy
1,184
+143
+14% +$15.2K 0.01% 218
2023
Q1 		$105K Buy
1,041
+110
+12% +$11.6K 0.01% 226
2022
Q4 		$102K Buy
931
+8
+0.9% +$828 0.01% 231
2022
Q3 		$89K Buy
923
+80
+9% +$8.53K 0.01% 237
2022
Q2 		$92K Buy
843
+1
+0.1% +$114 0.01% 218
2022
Q1 		$100K Buy
842
+78
+10% +$9.67K 0.01% 211
2021
Q4 		$108K Hold
764
– – 0.01% 193
2021
Q3 		$90K Hold
764
– – 0.01% 196
2021
Q2 		$89K Buy
764
+275
+56% +$32.1K 0.01% 188
2021
Q1 		$59K Buy
+489
New +$57.9K 0.01% 219
2019
Q3 		– Sell
-15
Closed -$1K – 357
2019
Q2 		$1K Hold
15
– – ﹤0.01% 313
2019
Q1 		$1K Hold
15
– – ﹤0.01% 321
2018
Q4 		$1K Hold
15
– – ﹤0.01% 324
2018
Q3 		$1K Hold
15
– – ﹤0.01% 312
2018
Q2 		$0 Buy
+15
New +$909 ﹤0.01% 340
2017
Q4 		– Sell
-206
Closed -$11K – 340
2017
Q3 		$11K Buy
+206
New +$10.3K 0.01% 221

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

Bogart Wealth LLC's ABT Position: Q1 2026 in Review

Bogart Wealth LLC reduced its Abbott (ABT) stake by 21% in Q1 2026, selling an estimated $25.9K and leaving 838 shares worth $86K. The position accounts for ﹤0.01% of the portfolio, ranked #376.

Bogart Wealth LLC first reported a position in ABT in Q3 2017 and has held it in 27 quarters since. The position peaked at $192K in Q1 2024. 3,086 funds tracked by Wall St. Rank hold ABT as of Q1 2026.

  • Bogart Wealth LLC held 838 shares of Abbott worth $86K as of Q1 2026.
  • Bogart Wealth LLC sold 229 Abbott shares in Q1 2026, an estimated $25.9K.
  • Abbott made up ﹤0.01% of Bogart Wealth LLC's portfolio in Q1 2026, its #376 holding.
  • Bogart Wealth LLC first reported a position in Abbott in Q3 2017 and has held it in 27 quarters since.
  • Bogart Wealth LLC's Abbott position peaked at $192K in Q1 2024.
  • 3,086 funds tracked by Wall St. Rank held Abbott as of Q1 2026.

Based on Bogart Wealth LLC's 13F filing for Q1 2026, filed 28 Apr 2026.