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Fi3 Financial Advisors’s Abbott ABT Stock Holding History

Fi3 Financial Advisors’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 		$463K Buy
4,506
+1,225
+37% +$138K 0.13% 84
2025
Q4 		$411K Sell
3,281
-503
-13% -$64.1K 0.13% 90
2025
Q3 		$507K Sell
3,784
-448
-11% -$58.8K 0.17% 54
2025
Q2 		$576K Sell
4,232
-76
-2% -$10K 0.21% 41
2025
Q1 		$571K Buy
4,308
+535
+14% +$68.1K 0.23% 45
2024
Q4 		$427K Buy
3,773
+284
+8% +$32.8K 0.16% 53
2024
Q3 		$398K Buy
3,489
+93
+3% +$10.2K 0.16% 49
2024
Q2 		$353K Sell
3,396
-76
-2% -$8.06K 0.16% 47
2024
Q1 		$368K Buy
3,472
+183
+6% +$21K 0.17% 46
2023
Q4 		$362K Sell
3,289
-328
-9% -$32.8K 0.17% 49
2023
Q3 		$350K Buy
3,617
+238
+7% +$25K 0.19% 51
2023
Q2 		$368K Buy
3,379
+102
+3% +$10.9K 0.19% 43
2023
Q1 		$332K Sell
3,277
-170
-5% -$17.9K 0.18% 46
2022
Q4 		$378K Buy
3,447
+515
+18% +$53.3K 0.22% 41
2022
Q3 		$284K Buy
+2,932
New +$313K 0.26% 34

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

Fi3 Financial Advisors's ABT Position: Q1 2026 in Review

Fi3 Financial Advisors increased its Abbott (ABT) stake by 37% in Q1 2026, buying an estimated $138K and bringing the position to 4,506 shares worth $463K. The position accounts for 0.13% of the portfolio, ranked #84.

Fi3 Financial Advisors first reported a position in ABT in Q3 2022 and has held it in 15 quarters since. The position peaked at $576K in Q2 2025. 3,090 funds tracked by Wall St. Rank hold ABT as of Q1 2026.

  • Fi3 Financial Advisors held 4,506 shares of Abbott worth $463K as of Q1 2026.
  • Fi3 Financial Advisors bought 1,225 Abbott shares in Q1 2026, an estimated $138K.
  • Abbott made up 0.13% of Fi3 Financial Advisors's portfolio in Q1 2026, its #84 holding.
  • Fi3 Financial Advisors first reported a position in Abbott in Q3 2022 and has held it in 15 quarters since.
  • Fi3 Financial Advisors's Abbott position peaked at $576K in Q2 2025.
  • 3,090 funds tracked by Wall St. Rank held Abbott as of Q1 2026.

Based on Fi3 Financial Advisors's 13F filing for Q1 2026, filed 7 May 2026.