Jacobsen Capital Management’s Abbott ABT Stock Holding History

Jacobsen Capital Management’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	$327K	Sell	3,183 -203	-6%	-$22.9K	0.11%	78
2025 Q4	$424K	Sell	3,386 -166	-5%	-$21.1K	0.14%	60
2025 Q3	$476K	Buy	3,552 +38	+1%	+$4.99K	0.16%	53
2025 Q2	$478K	Buy	3,514 +445	+14%	+$58.7K	0.18%	54
2025 Q1	$407K	Buy	3,069 +187	+6%	+$23.8K	0.18%	49
2024 Q4	$326K	Buy	2,882 +24	+0.8%	+$2.77K	0.14%	57
2024 Q3	$326K	Sell	2,858 -49	-2%	-$5.38K	0.14%	59
2024 Q2	$302K	Buy	2,907 +404	+16%	+$42.8K	0.14%	60
2024 Q1	$284K	Buy	2,503 +182	+8%	+$20.9K	0.13%	66
2023 Q4	$255K	Buy	+2,321	New	+$232K	0.13%	67

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

Jacobsen Capital Management's ABT Position: Q1 2026 in Review

Jacobsen Capital Management reduced its Abbott (ABT) stake by 6% in Q1 2026, selling an estimated $22.9K and leaving 3,183 shares worth $327K. The position accounts for 0.11% of the portfolio, ranked #78.

Jacobsen Capital Management first reported a position in ABT in Q4 2023 and has held it in 10 quarters since. The position peaked at $478K in Q2 2025. 3,085 funds tracked by Wall St. Rank hold ABT as of Q1 2026.

Jacobsen Capital Management held 3,183 shares of Abbott worth $327K as of Q1 2026.
Jacobsen Capital Management sold 203 Abbott shares in Q1 2026, an estimated $22.9K.
Abbott made up 0.11% of Jacobsen Capital Management's portfolio in Q1 2026, its #78 holding.
Jacobsen Capital Management first reported a position in Abbott in Q4 2023 and has held it in 10 quarters since.
Jacobsen Capital Management's Abbott position peaked at $478K in Q2 2025.
3,085 funds tracked by Wall St. Rank held Abbott as of Q1 2026.

Based on Jacobsen Capital Management's 13F filing for Q1 2026, filed 24 Apr 2026.