Legacy Trust’s Abbott ABT Stock Holding History

Legacy Trust’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	$812K	Sell	7,912 -1,979	-20%	-$223K	0.16%	99
2025 Q4	$1.24M	Buy	9,891 +595	+6%	+$75.8K	0.23%	76
2025 Q3	$1.25M	Buy	9,296 +7,445	+402%	+$977K	0.25%	73
2025 Q2	$252K	Buy	1,851 +89	+5%	+$11.7K	0.06%	132
2025 Q1	$234K	Sell	1,762 -15	-0.8%	-$1.91K	0.06%	151
2024 Q4	$201K	Sell	1,777 -105	-6%	-$12.1K	0.05%	154
2024 Q3	$215K	Buy	+1,882	New	+$206K	0.05%	154
2024 Q2	–	Sell	-1,823	Closed	-$207K	–	144
2024 Q1	$207K	Sell	1,823 -42	-2%	-$4.82K	0.05%	147
2023 Q4	$205K	Buy	+1,865	New	+$186K	0.05%	153
2023 Q3	–	Sell	-1,859	Closed	-$203K	–	157
2023 Q2	$203K	Buy	+1,859	New	+$198K	0.06%	158
2023 Q1	–	Sell	-1,969	Closed	-$216K	–	159
2022 Q4	$216K	Buy	+1,969	New	+$204K	0.07%	150

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

Legacy Trust's ABT Position: Q1 2026 in Review

Legacy Trust reduced its Abbott (ABT) stake by 20% in Q1 2026, selling an estimated $223K and leaving 7,912 shares worth $812K. The position accounts for 0.16% of the portfolio, ranked #99.

Legacy Trust first reported a position in ABT in Q4 2022 and has held it in 11 quarters since. The position peaked at $1.25M in Q3 2025. 3,086 funds tracked by Wall St. Rank hold ABT as of Q1 2026.

Legacy Trust held 7,912 shares of Abbott worth $812K as of Q1 2026.
Legacy Trust sold 1,979 Abbott shares in Q1 2026, an estimated $223K.
Abbott made up 0.16% of Legacy Trust's portfolio in Q1 2026, its #99 holding.
Legacy Trust first reported a position in Abbott in Q4 2022 and has held it in 11 quarters since.
Legacy Trust's Abbott position peaked at $1.25M in Q3 2025.
3,086 funds tracked by Wall St. Rank held Abbott as of Q1 2026.

Based on Legacy Trust's 13F filing for Q1 2026, filed 14 Apr 2026.