Legacy Financial Advisors’s Abbott ABT Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$756K Sell
7,364
-1,738
-19% -$196K 0.11% 168
2025
Q4
$1.14M Sell
9,102
-1,651
-15% -$210K 0.16% 116
2025
Q3
$1.44M Sell
10,753
-244
-2% -$32K 0.2% 82
2025
Q2
$1.5M Buy
10,997
+660
+6% +$87K 0.23% 72
2025
Q1
$1.37M Buy
10,337
+794
+8% +$101K 0.23% 76
2024
Q4
$1.08M Buy
9,543
+2,058
+27% +$238K 0.18% 97
2024
Q3
$853K Buy
7,485
+569
+8% +$62.4K 0.14% 116
2024
Q2
$719K Buy
6,916
+247
+4% +$26.2K 0.13% 129
2024
Q1
$758K Sell
6,669
-189
-3% -$21.7K 0.14% 124
2023
Q4
$755K Buy
6,858
+868
+14% +$86.7K 0.15% 114
2023
Q3
$580K Sell
5,990
-44
-0.7% -$4.62K 0.12% 113
2023
Q2
$658K Buy
6,034
+288
+5% +$30.7K 0.12% 95
2023
Q1
$582K Sell
5,746
-48
-0.8% -$5.07K 0.12% 107
2022
Q4
$636K Buy
5,794
+799
+16% +$82.7K 0.14% 89
2022
Q3
$483K Buy
4,995
+339
+7% +$36.1K 0.12% 101
2022
Q2
$506K Sell
4,656
-797
-15% -$90.5K 0.13% 89
2022
Q1
$645K Buy
5,453
+349
+7% +$43.3K 0.15% 75
2021
Q4
$718K Sell
5,104
-126
-2% -$16.1K 0.16% 64
2021
Q3
$618K Buy
5,230
+899
+21% +$110K 0.15% 63
2021
Q2
$502K Sell
4,331
-439
-9% -$51.2K 0.13% 71
2021
Q1
$572K Sell
4,770
-43
-0.9% -$5.09K 0.16% 60
2020
Q4
$526K Buy
4,813
+360
+8% +$39.1K 0.15% 59
2020
Q3
$485K Buy
+4,453
New +$452K 0.15% 59
2020
Q1
Sell
-4,253
Closed -$369K 57
2019
Q4
$369K Buy
4,253
+22
+0.5% +$1.84K 0.12% 82
2019
Q3
$354K Buy
4,231
+301
+8% +$25.6K 0.12% 81
2019
Q2
$331K Buy
3,930
+106
+3% +$8.34K 0.12% 84
2019
Q1
$306K Buy
3,824
+468
+14% +$34.8K 0.1% 85
2018
Q4
$243K Sell
3,356
-489
-13% -$34.4K 0.09% 92
2018
Q3
$282K Hold
3,845
0.1% 82
2018
Q2
$242K Buy
3,845
+81
+2% +$4.91K 0.09% 89
2018
Q1
$222K Buy
3,764
+92
+3% +$5.54K 0.09% 104
2017
Q4
$209K Buy
+3,672
New +$203K 0.09% 110

Other funds holding ABT

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

Legacy Financial Advisors reduced its Abbott (ABT) stake by 19% in Q1 2026, selling an estimated $196K and leaving 7,364 shares worth $756K. The position accounts for 0.11% of the portfolio, ranked #168.

Legacy Financial Advisors first reported a position in ABT in Q4 2017 and has held it in 32 quarters since. The position peaked at $1.5M in Q2 2025. 3,090 funds tracked by Wall St. Rank hold ABT as of Q1 2026.

  • Legacy Financial Advisors held 7,364 shares of Abbott worth $756K as of Q1 2026.
  • Legacy Financial Advisors sold 1,738 Abbott shares in Q1 2026, an estimated $196K.
  • Abbott made up 0.11% of Legacy Financial Advisors's portfolio in Q1 2026, its #168 holding.
  • Legacy Financial Advisors first reported a position in Abbott in Q4 2017 and has held it in 32 quarters since.
  • Legacy Financial Advisors's Abbott position peaked at $1.5M in Q2 2025.
  • 3,090 funds tracked by Wall St. Rank held Abbott as of Q1 2026.

Based on Legacy Financial Advisors's 13F filing for Q1 2026, filed 30 Apr 2026.