Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$1.33M Sell
12,997
-1,437
-10% -$162K 0.19% 56
2025
Q4
$1.81M Sell
14,434
-2,064
-13% -$263K 0.24% 39
2025
Q3
$2.21M Buy
16,498
+526
+3% +$69K 0.28% 38
2025
Q2
$2.17M Buy
15,972
+1,118
+8% +$147K 0.31% 32
2025
Q1
$1.97M Sell
14,854
-1,363
-8% -$173K 0.3% 32
2024
Q4
$1.83M Buy
16,217
+957
+6% +$111K 0.26% 40
2024
Q3
$1.74M Buy
15,260
+2,952
+24% +$324K 0.25% 44
2024
Q2
$1.28M Buy
12,308
+2,478
+25% +$263K 0.21% 52
2024
Q1
$1.12M Buy
9,830
+5,037
+105% +$577K 0.19% 67
2023
Q4
$528K Buy
4,793
+1,827
+62% +$183K 0.09% 92
2023
Q3
$287K Hold
2,966
0.05% 111
2023
Q2
$323K Sell
2,966
-80
-3% -$8.53K 0.06% 107
2023
Q1
$308K Sell
3,046
-235
-7% -$24.8K 0.05% 109
2022
Q4
$360K Buy
3,281
+40
+1% +$4.14K 0.06% 114
2022
Q3
$314K Sell
3,241
-4
-0.1% -$426 0.06% 116
2022
Q2
$353K Buy
3,245
+4
+0.1% +$454 0.06% 112
2022
Q1
$384K Sell
3,241
-20
-0.6% -$2.48K 0.07% 106
2021
Q4
$459K Buy
3,261
+35
+1% +$4.48K 0.09% 103
2021
Q3
$381K Sell
3,226
-50
-2% -$6.14K 0.08% 105
2021
Q2
$380K Hold
3,276
0.08% 106
2021
Q1
$393K Buy
3,276
+300
+10% +$35.5K 0.09% 96
2020
Q4
$326K Hold
2,976
0.08% 101
2020
Q3
$324K Hold
2,976
0.09% 93
2020
Q2
$272K Buy
2,976
+400
+16% +$36.2K 0.08% 101
2020
Q1
$203K Sell
2,576
-305
-11% -$25.4K 0.07% 104
2019
Q4
$250K Hold
2,881
0.05% 114
2019
Q3
$241K Hold
2,881
0.05% 114
2019
Q2
$242K Hold
2,881
0.05% 121
2019
Q1
$230K Buy
2,881
+600
+26% +$44.6K 0.05% 122
2018
Q4
$165K Sell
2,281
-55
-2% -$3.87K 0.04% 126
2018
Q3
$171K Sell
2,336
-845
-27% -$55.5K 0.04% 133
2018
Q2
$194K Hold
3,181
0.05% 161
2018
Q1
$191K Buy
3,181
+150
+5% +$9.04K 0.05% 157
2017
Q4
$173K Hold
3,031
0.05% 121
2017
Q3
$162K Sell
3,031
-357
-11% -$17.9K 0.05% 118
2017
Q2
$165K Buy
3,388
+57
+2% +$2.58K 0.06% 119
2017
Q1
$148K Sell
3,331
-664
-17% -$28.7K 0.06% 118
2016
Q4
$153K Buy
+3,995
New +$158K 0.09% 115

Other funds holding ABT

Lee Financial's ABT Position: Q1 2026 in Review

Lee Financial reduced its Abbott (ABT) stake by 10% in Q1 2026, selling an estimated $162K and leaving 12,997 shares worth $1.33M. The position accounts for 0.19% of the portfolio, ranked #56.

Lee Financial first reported a position in ABT in Q4 2016 and has held it in 38 quarters since. The position peaked at $2.21M in Q3 2025. 3,083 funds tracked by Wall St. Rank hold ABT as of Q1 2026.

  • Lee Financial held 12,997 shares of Abbott worth $1.33M as of Q1 2026.
  • Lee Financial sold 1,437 Abbott shares in Q1 2026, an estimated $162K.
  • Abbott made up 0.19% of Lee Financial's portfolio in Q1 2026, its #56 holding.
  • Lee Financial first reported a position in Abbott in Q4 2016 and has held it in 38 quarters since.
  • Lee Financial's Abbott position peaked at $2.21M in Q3 2025.
  • 3,083 funds tracked by Wall St. Rank held Abbott as of Q1 2026.

Based on Lee Financial's 13F filing for Q1 2026, filed 13 Apr 2026.