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Essex Financial Services’s Abbott ABT Stock Holding History

Essex Financial Services’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 		$2.53M Sell
24,637
-745
-3% -$84.1K 0.14% 149
2025
Q4 		$3.18M Buy
25,382
+416
+2% +$53K 0.18% 118
2025
Q3 		$3.34M Buy
24,966
+367
+1% +$48.2K 0.2% 111
2025
Q2 		$3.35M Buy
24,599
+374
+2% +$49.3K 0.22% 97
2025
Q1 		$3.21M Sell
24,225
-211
-0.9% -$26.9K 0.23% 95
2024
Q4 		$2.76M Buy
24,436
+118
+0.5% +$13.6K 0.2% 114
2024
Q3 		$2.82M Buy
24,318
+43
+0.2% +$4.72K 0.2% 99
2024
Q2 		$2.66M Buy
24,275
+4,222
+21% +$448K 0.2% 103
2024
Q1 		$2.28M Buy
20,053
+1,195
+6% +$137K 0.21% 101
2023
Q4 		$2.08M Sell
18,858
-3
-0% -$300 0.21% 103
2023
Q3 		$1.83M Sell
18,861
-380
-2% -$39.9K 0.21% 104
2023
Q2 		$2.1M Sell
19,241
-46
-0.2% -$4.9K 0.24% 89
2023
Q1 		$1.95M Sell
19,287
-798
-4% -$84.3K 0.21% 111
2022
Q4 		$2.21M Buy
20,085
+160
+0.8% +$16.6K 0.23% 99
2022
Q3 		$1.93M Buy
19,925
+3
+0% +$320 0.23% 98
2022
Q2 		$2.17M Buy
19,922
+502
+3% +$57K 0.24% 97
2022
Q1 		$2.3M Sell
19,420
-693
-3% -$85.9K 0.22% 104
2021
Q4 		$2.83M Buy
20,113
+11
+0.1% +$1.41K 0.28% 84
2021
Q3 		$2.38M Buy
20,102
+5,655
+39% +$695K 0.27% 87
2021
Q2 		$1.73M Hold
14,447
– – 0.25% 98
2021
Q1 		$1.73M Sell
14,447
-3,793
-21% -$449K 0.31% 85
2020
Q4 		$2M Sell
18,240
-202
-1% -$22K 0.4% 62
2020
Q3 		$2.01M Buy
18,442
+792
+4% +$80.3K 0.49% 53
2020
Q2 		$1.61M Buy
17,650
+401
+2% +$36.2K 0.5% 53
2020
Q1 		$1.36M Sell
17,249
-4,442
-20% -$371K 0.49% 52
2019
Q4 		$1.84M Buy
21,691
+1,276
+6% +$107K 0.51% 58
2019
Q3 		$1.71M Sell
20,415
-47
-0.2% -$3.99K 0.55% 55
2019
Q2 		$1.72M Sell
20,462
-487
-2% -$38.3K 0.51% 55
2019
Q1 		$1.68M Sell
20,949
-610
-3% -$45.4K 0.51% 55
2018
Q4 		$1.56M Sell
21,559
-8,273
-28% -$581K 0.48% 58
2018
Q3 		$2.19M Buy
29,832
+372
+1% +$24.4K 0.48% 55
2018
Q2 		$1.8M Sell
29,460
-187
-0.6% -$11.3K 0.43% 65
2018
Q1 		$1.78M Buy
29,647
+290
+1% +$17.5K 0.35% 85
2017
Q4 		$1.68M Sell
29,357
-749
-2% -$41.5K 0.4% 66
2017
Q3 		$1.61M Sell
30,106
-566
-2% -$28.4K 0.39% 68
2017
Q2 		$1.49M Buy
30,672
+71
+0.2% +$3.21K 0.31% 84
2017
Q1 		$1.36M Sell
30,601
-694
-2% -$30K 0.31% 81
2016
Q4 		$1.2M Buy
31,295
+22
+0.1% +$872 0.26% 93
2016
Q3 		$1.36M Buy
31,273
+523
+2% +$22.4K 0.32% 82
2016
Q2 		$1.21M Buy
30,750
+467
+2% +$18.6K 0.29% 88
2016
Q1 		$1.27M Sell
30,283
-1,079
-3% -$42.8K 0.31% 81
2015
Q4 		$1.41M Sell
31,362
-1,473
-4% -$65K 0.34% 77
2015
Q3 		$1.32M Sell
32,835
-94
-0.3% -$4.43K 0.34% 75
2015
Q2 		$1.62M Buy
32,929
+226
+0.7% +$10.9K 0.42% 65
2015
Q1 		$1.51M Buy
32,703
+30
+0.1% +$1.38K 0.39% 65
2014
Q4 		$1.47M Buy
32,673
+564
+2% +$24.6K 0.38% 67
2014
Q3 		$1.33M Sell
32,109
-32
-0.1% -$1.35K 0.4% 62
2014
Q2 		$1.31M Buy
32,141
+4
+0% +$157 0.39% 64
2014
Q1 		$1.24M Buy
32,137
+4,306
+15% +$166K 0.4% 62
2013
Q4 		$1.07M Sell
27,831
-2,888
-9% -$106K 0.36% 69
2013
Q3 		$1.02K Sell
30,719
-3,844
-11% -$135K 0.32% 65
2013
Q2 		$1.21M Buy
+34,563
New +$1.27M 0.42% 50

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

Essex Financial Services's ABT Position: Q1 2026 in Review

Essex Financial Services reduced its Abbott (ABT) stake by 2.9% in Q1 2026, selling an estimated $84.1K and leaving 24,637 shares worth $2.53M. The position accounts for 0.14% of the portfolio, ranked #149.

Essex Financial Services first reported a position in ABT in Q2 2013 and has held it in 52 quarters since. The position peaked at $3.35M in Q2 2025. 3,087 funds tracked by Wall St. Rank hold ABT as of Q1 2026.

  • Essex Financial Services held 24,637 shares of Abbott worth $2.53M as of Q1 2026.
  • Essex Financial Services sold 745 Abbott shares in Q1 2026, an estimated $84.1K.
  • Abbott made up 0.14% of Essex Financial Services's portfolio in Q1 2026, its #149 holding.
  • Essex Financial Services first reported a position in Abbott in Q2 2013 and has held it in 52 quarters since.
  • Essex Financial Services's Abbott position peaked at $3.35M in Q2 2025.
  • 3,087 funds tracked by Wall St. Rank held Abbott as of Q1 2026.

Based on Essex Financial Services's 13F filing for Q1 2026, filed 24 Apr 2026.