IAA
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Independent Advisor Alliance’s Abbott ABT Stock Holding History

Independent Advisor Alliance’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 		$5.15M Sell
50,132
-19,514
-28% -$2.2M 0.06% 310
2025
Q4 		$8.73M Buy
69,646
+1,250
+2% +$159K 0.21% 69
2025
Q3 		$9.16M Sell
68,396
-900
-1% -$118K 0.24% 63
2025
Q2 		$9.42M Sell
69,296
-2,520
-4% -$332K 0.27% 58
2025
Q1 		$9.53M Sell
71,816
-3,451
-5% -$439K 0.31% 51
2024
Q4 		$8.51M Buy
75,267
+5,949
+9% +$687K 0.11% 186
2024
Q3 		$7.9M Sell
69,318
-1,321
-2% -$145K 0.29% 65
2024
Q2 		$7.34M Buy
70,639
+1,216
+2% +$129K 0.25% 72
2024
Q1 		$7.89M Sell
69,423
-2,126
-3% -$244K 0.28% 68
2023
Q4 		$7.88M Sell
71,549
-3,987
-5% -$398K 0.28% 65
2023
Q3 		$7.32M Sell
75,536
-2,641
-3% -$277K 0.33% 58
2023
Q2 		$8.52M Sell
78,177
-11,427
-13% -$1.22M 0.38% 58
2023
Q1 		$9.07M Sell
89,604
-18,353
-17% -$1.94M 0.44% 50
2022
Q4 		$362K Sell
107,957
-8,109
-7% -$840K 0.12% 96
2022
Q3 		$11.2M Buy
116,066
+6,645
+6% +$708K 0.65% 33
2022
Q2 		$11.9M Sell
109,421
-1,124
-1% -$128K 0.66% 36
2022
Q1 		$13.1M Buy
110,545
+27,993
+34% +$3.47M 0.63% 35
2021
Q4 		$11.6M Buy
82,552
+3,227
+4% +$413K 0.57% 41
2021
Q3 		$9.37M Buy
79,325
+1,662
+2% +$204K 0.52% 48
2021
Q2 		$9M Sell
77,663
-11,210
-13% -$1.31M 0.49% 48
2021
Q1 		$10.7M Buy
88,873
+12,308
+16% +$1.46M 0.63% 34
2020
Q4 		$8.38M Buy
76,565
+4,056
+6% +$441K 0.57% 41
2020
Q3 		$7.89M Buy
72,509
+51,415
+244% +$5.22M 0.6% 44
2020
Q2 		$1.93M Buy
21,094
+1,115
+6% +$101K 0.21% 98
2020
Q1 		$1.58M Sell
19,979
-4,329
-18% -$361K 0.23% 86
2019
Q4 		$2.11M Sell
24,308
-1,148
-5% -$96.2K 0.09% 228
2019
Q3 		$2.13M Sell
25,456
-8,432
-25% -$716K 0.26% 87
2019
Q2 		$2.6M Sell
33,888
-20
-0.1% -$1.57K 0.38% 64
2019
Q1 		$2.71M Buy
33,908
+2,122
+7% +$158K 0.38% 60
2018
Q4 		$2.3M Buy
31,786
+6,087
+24% +$428K 0.41% 54
2018
Q3 		$1.77M Buy
25,699
+9,977
+63% +$655K 0.32% 78
2018
Q2 		$859K Buy
15,722
+3,538
+29% +$214K 0.18% 134
2018
Q1 		$710K Buy
12,184
+116
+1% +$6.99K 0.16% 154
2017
Q4 		$710K Buy
12,068
+931
+8% +$51.6K 0.16% 148
2017
Q3 		$609K Buy
11,137
+806
+8% +$40.4K 0.17% 142
2017
Q2 		$498K Sell
10,331
-2,405
-19% -$109K 0.16% 148
2017
Q1 		$558K Buy
12,736
+2,956
+30% +$128K 0.09% 222
2016
Q4 		$396K Buy
+9,780
New +$388K 0.17% 123

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

Independent Advisor Alliance's ABT Position: Q1 2026 in Review

Independent Advisor Alliance reduced its Abbott (ABT) stake by 28% in Q1 2026, selling an estimated $2.2M and leaving 50,132 shares worth $5.15M. The position accounts for 0.06% of the portfolio, ranked #310.

Independent Advisor Alliance first reported a position in ABT in Q4 2016 and has held it in 38 quarters since. The position peaked at $13.1M in Q1 2022. 3,086 funds tracked by Wall St. Rank hold ABT as of Q1 2026.

  • Independent Advisor Alliance held 50,132 shares of Abbott worth $5.15M as of Q1 2026.
  • Independent Advisor Alliance sold 19,514 Abbott shares in Q1 2026, an estimated $2.2M.
  • Abbott made up 0.06% of Independent Advisor Alliance's portfolio in Q1 2026, its #310 holding.
  • Independent Advisor Alliance first reported a position in Abbott in Q4 2016 and has held it in 38 quarters since.
  • Independent Advisor Alliance's Abbott position peaked at $13.1M in Q1 2022.
  • 3,086 funds tracked by Wall St. Rank held Abbott as of Q1 2026.

Based on Independent Advisor Alliance's 13F filing for Q1 2026, filed 12 May 2026.