Lagoda Investment Management’s Abbott ABT Stock Holding History

Lagoda Investment 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
2025 Q4	–	Sell	-160	Closed	-$21.4K	–	26
2025 Q3	$21.4K	Hold	160	–	–	0.01%	23
2025 Q2	$21.8K	Hold	160	–	–	0.01%	24
2025 Q1	$21.2K	Hold	160	–	–	0.01%	27
2024 Q4	$18.1K	Hold	160	–	–	0.01%	34
2024 Q3	$18.2K	Hold	160	–	–	0.01%	34
2024 Q2	$16.6K	Hold	160	–	–	0.01%	40
2024 Q1	$18.2K	Hold	160	–	–	0.01%	40
2023 Q4	$17.6K	Sell	160 -180	-53%	-$18K	0.01%	39
2023 Q3	$32.9K	Hold	340	–	–	0.02%	41
2023 Q2	$37.1K	Hold	340	–	–	0.03%	39
2023 Q1	$34.4K	Hold	340	–	–	0.02%	41
2022 Q4	$37.3K	Hold	340	–	–	0.03%	38
2022 Q3	$33K	Hold	340	–	–	0.02%	37
2022 Q2	$37K	Hold	340	–	–	0.02%	36
2022 Q1	$40K	Hold	340	–	–	0.02%	36
2021 Q4	$48K	Hold	340	–	–	0.02%	37
2021 Q3	$40K	Hold	340	–	–	0.02%	37
2021 Q2	$39K	Hold	340	–	–	0.02%	36
2021 Q1	$41K	Hold	340	–	–	0.02%	35
2020 Q4	$37K	Sell	340 -20	-6%	-$2.17K	0.02%	33
2020 Q3	$39K	Hold	360	–	–	0.03%	30
2020 Q2	$33K	Hold	360	–	–	0.03%	28
2020 Q1	$28K	Sell	360 -53	-13%	-$4.42K	0.03%	25
2019 Q4	$36K	Hold	413	–	–	0.04%	26
2019 Q3	$35K	Sell	413 -226	-35%	-$19.2K	0.04%	26
2019 Q2	$54K	Hold	639	–	–	0.06%	23
2019 Q1	$51K	Hold	639	–	–	0.06%	24
2018 Q4	$46K	Hold	639	–	–	0.08%	27
2018 Q3	$47K	Hold	639	–	–	0.02%	33
2018 Q2	$39K	Hold	639	–	–	0.02%	34
2018 Q1	$38K	Hold	639	–	–	0.01%	35
2017 Q4	$36K	Hold	639	–	–	0.01%	39
2017 Q3	$34K	Hold	639	–	–	0.01%	39
2017 Q2	$31K	Buy	639 +213	+50%	+$9.64K	0.01%	37
2017 Q1	$19K	Sell	426 -213	-33%	-$9.21K	0.01%	35
2016 Q4	$25K	Sell	639 -1	-0.2%	-$40	0.01%	39
2016 Q3	$27K	Hold	640	–	–	0.01%	27
2016 Q2	$25K	Hold	640	–	–	0.01%	26
2016 Q1	$27K	Hold	640	–	–	0.01%	28
2015 Q4	$29K	Hold	640	–	–	0.01%	31
2015 Q3	$26K	Hold	640	–	–	0.01%	30
2015 Q2	$31K	Hold	640	–	–	0.01%	28
2015 Q1	$30K	Hold	640	–	–	0.01%	27
2014 Q4	$29K	Buy	+640	New	+$27.9K	0.01%	40

Other funds holding ABT

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Lagoda Investment Management's ABT Position: Q4 2025 in Review

Lagoda Investment Management sold out of Abbott (ABT) in Q4 2025, closing a stake of 160 shares — an estimated $21.4K sold.

Lagoda Investment Management first reported a position in ABT in Q4 2014 and held it in 44 quarters. The position peaked at $54K in Q2 2019. 3,283 funds tracked by Wall St. Rank hold ABT as of Q4 2025.

Lagoda Investment Management reported no remaining Abbott position as of Q4 2025 after selling out during the quarter.
Lagoda Investment Management sold 160 Abbott shares in Q4 2025, an estimated $21.4K.
Lagoda Investment Management first reported a position in Abbott in Q4 2014 and held it in 44 quarters.
Lagoda Investment Management's Abbott position peaked at $54K in Q2 2019.
3,283 funds tracked by Wall St. Rank held Abbott as of Q4 2025.

Based on Lagoda Investment Management's 13F filing for Q4 2025, filed 17 Feb 2026.