Evermay Wealth Management’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 | $342K | Sell |
3,333
-70
| -2% | -$7.9K | 0.04% | 148 |
|
|
2025
Q4 | $426K | Sell |
3,403
-84
| -2% | -$10.7K | 0.05% | 135 |
|
|
2025
Q3 | $467K | Sell |
3,487
-11
| -0.3% | -$1.44K | 0.05% | 131 |
|
|
2025
Q2 | $476K | Hold |
3,498
| – | – | 0.06% | 130 |
|
|
2025
Q1 | $464K | Hold |
3,498
| – | – | 0.06% | 128 |
|
|
2024
Q4 | $396K | Hold |
3,498
| – | – | 0.06% | 139 |
|
|
2024
Q3 | $399K | Hold |
3,498
| – | – | 0.06% | 139 |
|
|
2024
Q2 | $363K | Sell |
3,498
-50
| -1% | -$5.3K | 0.06% | 150 |
|
|
2024
Q1 | $403K | Buy |
3,548
+117
| +3% | +$13.4K | 0.06% | 145 |
|
|
2023
Q4 | $378K | Buy |
3,431
+22
| +0.6% | +$2.2K | 0.07% | 125 |
|
|
2023
Q3 | $330K | Buy |
3,409
+27
| +0.8% | +$2.84K | 0.07% | 124 |
|
|
2023
Q2 | $369K | Sell |
3,382
-537
| -14% | -$57.2K | 0.07% | 123 |
|
|
2023
Q1 | $397K | Sell |
3,919
-470
| -11% | -$49.6K | 0.08% | 115 |
|
|
2022
Q4 | $482K | Sell |
4,389
-10
| -0.2% | -$1.03K | 0.1% | 101 |
|
|
2022
Q3 | $426K | Hold |
4,399
| – | – | 0.08% | 100 |
|
|
2022
Q2 | $478K | Sell |
4,399
-1,379
| -24% | -$157K | 0.09% | 92 |
|
|
2022
Q1 | $684K | Buy |
5,778
+1,971
| +52% | +$244K | 0.11% | 86 |
|
|
2021
Q4 | $536K | Sell |
3,807
-151
| -4% | -$19.3K | 0.1% | 92 |
|
|
2021
Q3 | $468K | Buy |
3,958
+80
| +2% | +$9.83K | 0.09% | 93 |
|
|
2021
Q2 | $450K | Hold |
3,878
| – | – | 0.08% | 104 |
|
|
2021
Q1 | $465K | Hold |
3,878
| – | – | 0.09% | 94 |
|
|
2020
Q4 | $425K | Hold |
3,878
| – | – | 0.09% | 102 |
|
|
2020
Q3 | $422K | Buy |
3,878
+66
| +2% | +$6.7K | 0.1% | 92 |
|
|
2020
Q2 | $349K | Hold |
3,812
| – | – | 0.09% | 102 |
|
|
2020
Q1 | $301K | Hold |
3,812
| – | – | 0.09% | 103 |
|
|
2019
Q4 | $331K | Hold |
3,812
| – | – | 0.08% | 115 |
|
|
2019
Q3 | $319K | Buy |
+3,812
| New | +$324K | 0.09% | 110 |
|
|
2016
Q1 | – | Sell |
-5,882
| Closed | -$264K | – | 74 |
|
|
2015
Q4 | $264K | Sell |
5,882
-540
| -8% | -$23.8K | 0.16% | 58 |
|
|
2015
Q3 | $258K | Hold |
6,422
| – | – | 0.15% | 66 |
|
|
2015
Q2 | $315K | Sell |
6,422
-100
| -2% | -$4.8K | 0.19% | 56 |
|
|
2015
Q1 | $302K | Sell |
6,522
-1,315
| -17% | -$60.4K | 0.18% | 63 |
|
|
2014
Q4 | $353K | Buy |
7,837
+411
| +6% | +$17.9K | 0.23% | 55 |
|
|
2014
Q3 | $309K | Buy |
7,426
+1,478
| +25% | +$62.5K | 0.27% | 60 |
|
|
2014
Q2 | $243K | Buy |
+5,948
| New | +$234K | 0.21% | 70 |
|
Other funds holding ABT
VCM
VPM
Evermay Wealth Management's ABT Position: Q1 2026 in Review
Evermay Wealth Management reduced its Abbott (ABT) stake by 2.1% in Q1 2026, selling an estimated $7.9K and leaving 3,333 shares worth $342K. The position accounts for 0.04% of the portfolio, ranked #148.
Evermay Wealth Management first reported a position in ABT in Q2 2014 and has held it in 34 quarters since. The position peaked at $684K in Q1 2022. 3,087 funds tracked by Wall St. Rank hold ABT as of Q1 2026.
- Evermay Wealth Management held 3,333 shares of Abbott worth $342K as of Q1 2026.
- Evermay Wealth Management sold 70 Abbott shares in Q1 2026, an estimated $7.9K.
- Abbott made up 0.04% of Evermay Wealth Management's portfolio in Q1 2026, its #148 holding.
- Evermay Wealth Management first reported a position in Abbott in Q2 2014 and has held it in 34 quarters since.
- Evermay Wealth Management's Abbott position peaked at $684K in Q1 2022.
- 3,087 funds tracked by Wall St. Rank held Abbott as of Q1 2026.
Based on Evermay Wealth Management's 13F filing for Q1 2026, filed 12 May 2026.