Kelleher Financial Advisors’s Abbott ABT Stock Holding History

Kelleher 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	$460K	Buy	3,438 +329	+11%	+$37.1K	0.12%	124
2025 Q4	$390K	Sell	3,109 -192	-6%	-$24.5K	0.09%	138
2025 Q3	$442K	Buy	3,301 +93	+3%	+$12.2K	0.11%	119
2025 Q2	$436K	Sell	3,208 -97	-3%	-$12.8K	0.15%	86
2025 Q1	$438K	Sell	3,305 -1,216	-27%	-$155K	0.17%	81
2024 Q4	$511K	Buy	4,521 +113	+3%	+$13.1K	0.19%	70
2024 Q3	$503K	Hold	4,408	–	–	0.19%	67
2024 Q2	$458K	Hold	4,408	–	–	0.19%	74
2024 Q1	$501K	Hold	4,408	–	–	0.21%	67
2023 Q4	$485K	Hold	4,408	–	–	0.23%	62
2023 Q3	$427K	Hold	4,408	–	–	0.22%	65
2023 Q2	$481K	Buy	4,408 +1,100	+33%	+$117K	0.28%	65
2023 Q1	$335K	Sell	3,308 -1,220	-27%	-$129K	0.22%	77
2022 Q4	$497K	Sell	4,528 -2,180	-32%	-$226K	0.37%	53
2022 Q3	$449K	Sell	6,708 -10,035	-60%	-$1.07M	0.32%	64
2022 Q2	$1.82M	Buy	16,743 +10,035	+150%	+$1.14M	0.82%	19
2022 Q1	$793K	Sell	6,708 -120	-2%	-$14.9K	0.44%	45
2021 Q4	$909K	Sell	6,828 -10,338	-60%	-$1.32M	0.48%	42
2021 Q3	$2.03M	Buy	17,166 +10,458	+156%	+$1.28M	0.89%	20
2021 Q2	$778K	Hold	6,708	–	–	0.44%	48
2021 Q1	$804K	Hold	6,708	–	–	0.52%	44
2020 Q4	$733K	Hold	6,708	–	–	0.55%	39
2020 Q3	$729K	Sell	6,708 -60	-0.9%	-$6.09K	0.6%	39
2020 Q2	$618K	Hold	6,768	–	–	0.59%	35
2020 Q1	$534K	Hold	6,768	–	–	0.64%	34
2019 Q4	$588K	Buy	6,768 +2,300	+51%	+$193K	0.59%	40
2019 Q3	$373K	Hold	4,468	–	–	0.45%	54
2019 Q2	$375K	Buy	+4,468	New	+$352K	0.46%	55
2018 Q4	$323K	Hold	4,468	–	–	0.52%	54
2018 Q3	$327K	Buy	+4,468	New	+$293K	0.42%	62
2018 Q2	–	Sell	-4,468	Closed	-$267K	–	87
2018 Q1	$267K	Buy	+4,468	New	+$269K	0.36%	71
2017 Q1	–	Sell	-6,400	Closed	-$245K	–	87
2016 Q4	$245K	Buy	6,400 +300	+5%	+$11.9K	0.14%	112
2016 Q3	$257K	Hold	6,100	–	–	0.15%	109
2016 Q2	$239K	Hold	6,100	–	–	0.14%	110
2016 Q1	$255K	Hold	6,100	–	–	0.14%	129
2015 Q4	$273K	Hold	6,100	–	–	0.19%	93
2015 Q3	$245K	Hold	6,100	–	–	0.16%	97
2015 Q2	$299K	Hold	6,100	–	–	0.17%	88
2015 Q1	$282K	Hold	6,100	–	–	0.16%	96
2014 Q4	$274K	Hold	6,100	–	–	0.15%	92
2014 Q3	$266K	Hold	6,100	–	–	0.14%	98
2014 Q2	$249K	Hold	6,100	–	–	0.13%	97
2014 Q1	$234K	Hold	6,100	–	–	0.13%	98
2013 Q4	$233K	Hold	6,100	–	–	0.12%	95
2013 Q3	$202K	Sell	6,100 -200	-3%	-$7.02K	0.12%	95
2013 Q2	$220K	Buy	+6,300	New	+$231K	0.13%	91

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

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

Kelleher Financial Advisors increased its Abbott (ABT) stake by 11% in Q1 2026, buying an estimated $37.1K and bringing the position to 3,438 shares worth $460K. The position accounts for 0.12% of the portfolio, ranked #124.

Kelleher Financial Advisors first reported a position in ABT in Q2 2013 and has held it in 46 quarters since. The position peaked at $2.03M in Q3 2021. 3,086 funds tracked by Wall St. Rank hold ABT as of Q1 2026.

Kelleher Financial Advisors held 3,438 shares of Abbott worth $460K as of Q1 2026.
Kelleher Financial Advisors bought 329 Abbott shares in Q1 2026, an estimated $37.1K.
Abbott made up 0.12% of Kelleher Financial Advisors's portfolio in Q1 2026, its #124 holding.
Kelleher Financial Advisors first reported a position in Abbott in Q2 2013 and has held it in 46 quarters since.
Kelleher Financial Advisors's Abbott position peaked at $2.03M in Q3 2021.
3,086 funds tracked by Wall St. Rank held Abbott as of Q1 2026.

Based on Kelleher Financial Advisors's 13F filing for Q1 2026, filed 8 May 2026.