Herold Advisors’s Abbott ABT Stock Holding History

Herold 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	$1.28M	Buy	12,502 +12	+0.1%	+$1.35K	0.28%	89
2025 Q4	$1.56M	Sell	12,490 -200	-2%	-$25.5K	0.35%	75
2025 Q3	$1.7M	Buy	12,690 +2,050	+19%	+$269K	0.39%	73
2025 Q2	$1.45M	Sell	10,640 -1,700	-14%	-$224K	0.3%	93
2025 Q1	$1.64M	Hold	12,340	–	–	0.36%	81
2024 Q4	$1.4M	Buy	12,340 +100	+0.8%	+$11.6K	0.3%	86
2024 Q3	$1.4M	Sell	12,240 -40	-0.3%	-$4.39K	0.3%	90
2024 Q2	$1.28M	Hold	12,280	–	–	0.3%	93
2024 Q1	$1.4M	Sell	12,280 -7,122	-37%	-$816K	0.34%	85
2023 Q4	$2.14M	Sell	19,402 -1,048	-5%	-$105K	0.59%	51
2023 Q3	$1.98M	Buy	20,450 +8,062	+65%	+$847K	0.6%	48
2023 Q2	$1.35M	Sell	12,388 -300	-2%	-$32K	0.41%	72
2023 Q1	$1.28M	Sell	12,688 -4,254	-25%	-$449K	0.44%	73
2022 Q4	$1.86M	Buy	16,942 +1,000	+6%	+$104K	0.79%	39
2022 Q3	$1.54M	Sell	15,942 -494	-3%	-$52.7K	0.74%	44
2022 Q2	$1.78M	Buy	16,436 +332	+2%	+$37.7K	0.8%	36
2022 Q1	$1.91M	Buy	16,104 +1,435	+10%	+$178K	0.68%	43
2021 Q4	$2.06M	Buy	14,669 +500	+4%	+$64K	0.8%	34
2021 Q3	$1.67M	Buy	+14,169	New	+$1.74M	0.65%	42

Other funds holding ABT

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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 San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Herold Advisors's ABT Position: Q1 2026 in Review

Herold Advisors increased its Abbott (ABT) stake by 0.1% in Q1 2026, buying an estimated $1.35K and bringing the position to 12,502 shares worth $1.28M. The position accounts for 0.28% of the portfolio, ranked #89.

Herold Advisors first reported a position in ABT in Q3 2021 and has held it in 19 quarters since. The position peaked at $2.14M in Q4 2023. 3,083 funds tracked by Wall St. Rank hold ABT as of Q1 2026.

Herold Advisors held 12,502 shares of Abbott worth $1.28M as of Q1 2026.
Herold Advisors bought 12 Abbott shares in Q1 2026, an estimated $1.35K.
Abbott made up 0.28% of Herold Advisors's portfolio in Q1 2026, its #89 holding.
Herold Advisors first reported a position in Abbott in Q3 2021 and has held it in 19 quarters since.
Herold Advisors's Abbott position peaked at $2.14M in Q4 2023.
3,083 funds tracked by Wall St. Rank held Abbott as of Q1 2026.

Based on Herold Advisors's 13F filing for Q1 2026, filed 15 May 2026.