EP Wealth Advisors’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 | $13.6M | Sell |
132,784
-1,143
| -0.9% | -$129K | 0.07% | 179 |
|
|
2025
Q4 | $16.8M | Buy |
+133,927
| New | +$17.1M | 0.09% | 149 |
|
|
2025
Q2 | $18.1M | Buy |
133,184
+70,061
| +111% | +$9.24M | 0.12% | 135 |
|
|
2025
Q1 | $8.37M | Buy |
63,123
+7,713
| +14% | +$982K | 0.07% | 167 |
|
|
2024
Q4 | $6.27M | Sell |
55,410
-687
| -1% | -$79.4K | 0.05% | 189 |
|
|
2024
Q3 | $6.4M | Buy |
56,097
+2,809
| +5% | +$308K | 0.06% | 194 |
|
|
2024
Q2 | $5.54M | Buy |
53,288
+12,670
| +31% | +$1.34M | 0.06% | 173 |
|
|
2024
Q1 | $4.62M | Buy |
40,618
+1,278
| +3% | +$147K | 0.05% | 176 |
|
|
2023
Q4 | $4.33M | Sell |
39,340
-20,218
| -34% | -$2.02M | 0.06% | 177 |
|
|
2023
Q3 | $5.77M | Buy |
59,558
+57,813
| +3,313% | +$6.07M | 0.09% | 133 |
|
|
2023
Q2 | $6.03M | Sell |
1,745
-52,299
| -97% | -$5.57M | 0.09% | 132 |
|
|
2023
Q1 | $5.47M | Buy |
54,044
+10,688
| +25% | +$1.13M | 0.09% | 127 |
|
|
2022
Q4 | $4.76M | Sell |
43,356
-14,029
| -24% | -$1.45M | 0.09% | 129 |
|
|
2022
Q3 | $5.55M | Buy |
57,385
+30,440
| +113% | +$3.24M | 0.13% | 107 |
|
|
2022
Q2 | $2.93M | Buy |
26,945
+3,349
| +14% | +$380K | 0.07% | 158 |
|
|
2022
Q1 | $2.79M | Buy |
23,596
+113
| +0.5% | +$14K | 0.06% | 167 |
|
|
2021
Q4 | $3.31M | Buy |
23,483
+1,167
| +5% | +$149K | 0.08% | 139 |
|
|
2021
Q3 | $2.64M | Sell |
22,316
-1,848
| -8% | -$227K | 0.07% | 145 |
|
|
2021
Q2 | $2.8M | Sell |
24,164
-1,144
| -5% | -$133K | 0.08% | 154 |
|
|
2021
Q1 | $3.03M | Buy |
25,308
+13,311
| +111% | +$1.58M | 0.1% | 133 |
|
|
2020
Q4 | $1.31M | Buy |
11,997
+2,820
| +31% | +$307K | 0.05% | 162 |
|
|
2020
Q3 | $999K | Sell |
9,177
-1,320
| -13% | -$134K | 0.04% | 161 |
|
|
2020
Q2 | $960K | Sell |
10,497
-5,937
| -36% | -$537K | 0.04% | 180 |
|
|
2020
Q1 | $1.3M | Buy |
16,434
+2,977
| +22% | +$248K | 0.06% | 144 |
|
|
2019
Q4 | $1.17M | Buy |
13,457
+573
| +4% | +$48K | 0.05% | 172 |
|
|
2019
Q3 | $1.08M | Buy |
+12,884
| New | +$1.09M | 0.05% | 150 |
|
|
2019
Q2 | – | Sell |
-7,713
| Closed | -$617K | – | 310 |
|
|
2019
Q1 | $617K | Buy |
7,713
+2,048
| +36% | +$152K | 0.06% | 152 |
|
|
2018
Q4 | $410K | Sell |
5,665
-70
| -1% | -$4.92K | 0.03% | 185 |
|
|
2018
Q3 | $421K | Buy |
+5,735
| New | +$377K | 0.03% | 186 |
|
|
2018
Q2 | – | Sell |
-3,538
| Closed | -$212K | – | 189 |
|
|
2018
Q1 | $212K | Buy |
3,538
+25
| +0.7% | +$1.51K | 0.02% | 195 |
|
|
2017
Q4 | $200K | Buy |
+3,513
| New | +$195K | 0.02% | 190 |
|
|
2016
Q1 | – | Sell |
-5,247
| Closed | -$236K | – | 138 |
|
|
2015
Q4 | $236K | Buy |
+5,247
| New | +$232K | 0.04% | 130 |
|
|
2015
Q3 | – | Sell |
-4,098
| Closed | -$201K | – | 139 |
|
|
2015
Q2 | $201K | Buy |
+4,098
| New | +$197K | 0.04% | 113 |
|
Other funds holding ABT
VCM
VPM
EP Wealth Advisors's ABT Position: Q1 2026 in Review
EP Wealth Advisors reduced its Abbott (ABT) stake by 0.85% in Q1 2026, selling an estimated $129K and leaving 132,784 shares worth $13.6M. The position accounts for 0.07% of the portfolio, ranked #179.
EP Wealth Advisors first reported a position in ABT in Q2 2015 and has held it in 33 quarters since. The position peaked at $18.1M in Q2 2025. 3,086 funds tracked by Wall St. Rank hold ABT as of Q1 2026.
- EP Wealth Advisors held 132,784 shares of Abbott worth $13.6M as of Q1 2026.
- EP Wealth Advisors sold 1,143 Abbott shares in Q1 2026, an estimated $129K.
- Abbott made up 0.07% of EP Wealth Advisors's portfolio in Q1 2026, its #179 holding.
- EP Wealth Advisors first reported a position in Abbott in Q2 2015 and has held it in 33 quarters since.
- EP Wealth Advisors's Abbott position peaked at $18.1M in Q2 2025.
- 3,086 funds tracked by Wall St. Rank held Abbott as of Q1 2026.
Based on EP Wealth Advisors's 13F filing for Q1 2026, filed 14 May 2026.