Charter Research & Investment Group’s Abbott ABT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $631K | Buy |
6,147
+400
| +7% | +$45.2K | 0.42% | 53 |
|
|
2025
Q4 | $720K | Sell |
5,747
-800
| -12% | -$102K | 0.48% | 47 |
|
|
2025
Q3 | $877K | Hold |
6,547
| – | – | 0.61% | 43 |
|
|
2025
Q2 | $890K | Hold |
6,547
| – | – | 0.67% | 43 |
|
|
2025
Q1 | $868K | Hold |
6,547
| – | – | 0.66% | 42 |
|
|
2024
Q4 | $741K | Hold |
6,547
| – | – | 0.56% | 43 |
|
|
2024
Q3 | $746K | Buy |
6,547
+225
| +4% | +$24.7K | 0.55% | 43 |
|
|
2024
Q2 | $657K | Buy |
6,322
+260
| +4% | +$27.6K | 0.52% | 46 |
|
|
2024
Q1 | $689K | Sell |
6,062
-350
| -5% | -$40.1K | 0.55% | 45 |
|
|
2023
Q4 | $706K | Hold |
6,412
| – | – | 0.59% | 43 |
|
|
2023
Q3 | $621K | Sell |
6,412
-155
| -2% | -$16.3K | 0.56% | 43 |
|
|
2023
Q2 | $716K | Hold |
6,567
| – | – | 0.59% | 43 |
|
|
2023
Q1 | $665K | Hold |
6,567
| – | – | 0.58% | 43 |
|
|
2022
Q4 | $721K | Sell |
6,567
-64
| -1% | -$6.63K | 0.69% | 38 |
|
|
2022
Q3 | $642K | Sell |
6,631
-400
| -6% | -$42.6K | 0.65% | 39 |
|
|
2022
Q2 | $764K | Buy |
7,031
+182
| +3% | +$20.7K | 0.69% | 38 |
|
|
2022
Q1 | $811K | Buy |
6,849
+211
| +3% | +$26.2K | 0.66% | 39 |
|
|
2021
Q4 | $934K | Buy |
6,638
+155
| +2% | +$19.8K | 0.74% | 36 |
|
|
2021
Q3 | $766K | Hold |
6,483
| – | – | 0.64% | 37 |
|
|
2021
Q2 | $752K | Buy |
6,483
+375
| +6% | +$43.7K | 0.62% | 36 |
|
|
2021
Q1 | $732K | Buy |
6,108
+430
| +8% | +$50.9K | 0.64% | 37 |
|
|
2020
Q4 | $622K | Sell |
5,678
-460
| -7% | -$50K | 0.6% | 41 |
|
|
2020
Q3 | $668K | Hold |
6,138
| – | – | 0.73% | 36 |
|
|
2020
Q2 | $561K | Buy |
6,138
+61
| +1% | +$5.51K | 0.65% | 38 |
|
|
2020
Q1 | $480K | Hold |
6,077
| – | – | 0.63% | 42 |
|
|
2019
Q4 | $528K | Hold |
6,077
| – | – | 0.54% | 47 |
|
|
2019
Q3 | $508K | Buy |
6,077
+500
| +9% | +$42.5K | 0.55% | 48 |
|
|
2019
Q2 | $469K | Hold |
5,577
| – | – | 0.52% | 51 |
|
|
2019
Q1 | $446K | Sell |
5,577
-207
| -4% | -$15.4K | 0.49% | 51 |
|
|
2018
Q4 | $418K | Hold |
5,784
| – | – | 0.53% | 49 |
|
|
2018
Q3 | $424K | Hold |
5,784
| – | – | 0.46% | 51 |
|
|
2018
Q2 | $353K | Hold |
5,784
| – | – | 0.4% | 57 |
|
|
2018
Q1 | $347K | Buy |
5,784
+207
| +4% | +$12.5K | 0.41% | 56 |
|
|
2017
Q4 | $318K | Buy |
+5,577
| New | +$309K | 0.36% | 60 |
|
|
2016
Q3 | $241K | Hold |
5,702
| – | – | 0.28% | 65 |
|
|
2016
Q2 | $224K | Hold |
5,702
| – | – | 0.26% | 66 |
|
|
2016
Q1 | $239K | Buy |
5,702
+25
| +0.4% | +$990 | 0.27% | 62 |
|
|
2015
Q4 | $255K | Hold |
5,677
| – | – | 0.3% | 61 |
|
|
2015
Q3 | $228K | Hold |
5,677
| – | – | 0.3% | 61 |
|
|
2015
Q2 | $279K | Hold |
5,677
| – | – | 0.31% | 61 |
|
|
2015
Q1 | $263K | Hold |
5,677
| – | – | 0.29% | 62 |
|
|
2014
Q4 | $256K | Buy |
+5,677
| New | +$247K | 0.28% | 64 |
|
Other funds holding ABT
VCM
VPM
Charter Research & Investment Group's ABT Position: Q1 2026 in Review
Charter Research & Investment Group increased its Abbott (ABT) stake by 7% in Q1 2026, buying an estimated $45.2K and bringing the position to 6,147 shares worth $631K. The position accounts for 0.42% of the portfolio, ranked #53.
Charter Research & Investment Group first reported a position in ABT in Q4 2014 and has held it in 42 quarters since. The position peaked at $934K in Q4 2021. 3,092 funds tracked by Wall St. Rank hold ABT as of Q1 2026.
- Charter Research & Investment Group held 6,147 shares of Abbott worth $631K as of Q1 2026.
- Charter Research & Investment Group bought 400 Abbott shares in Q1 2026, an estimated $45.2K.
- Abbott made up 0.42% of Charter Research & Investment Group's portfolio in Q1 2026, its #53 holding.
- Charter Research & Investment Group first reported a position in Abbott in Q4 2014 and has held it in 42 quarters since.
- Charter Research & Investment Group's Abbott position peaked at $934K in Q4 2021.
- 3,092 funds tracked by Wall St. Rank held Abbott as of Q1 2026.
Based on Charter Research & Investment Group's 13F filing for Q1 2026, filed 12 May 2026.