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Legacy Wealth Asset Management’s Abbott ABT Stock Holding History

Legacy Wealth Asset 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
2026
Q3 		$597K Buy
6,038
+82
+1% +$8.56K 0.13% 229
2026
Q2 		$540K Buy
5,956
+70
+1% +$6.39K 0.12% 252
2026
Q1 		$604K Buy
5,886
+117
+2% +$13.2K 0.15% 230
2025
Q4 		$723K Buy
5,769
+79
+1% +$10.1K 0.18% 181
2025
Q3 		$762K Buy
5,690
+33
+0.6% +$4.33K 0.19% 166
2025
Q2 		$769K Sell
5,657
-31
-0.5% -$4.09K 0.2% 141
2025
Q1 		$755K Sell
5,688
-77
-1% -$9.8K 0.21% 137
2024
Q4 		$652K Sell
5,765
-44
-0.8% -$5.08K 0.18% 176
2024
Q3 		$662K Buy
5,809
+34
+0.6% +$3.73K 0.18% 184
2024
Q2 		$600K Buy
5,775
+75
+1% +$7.95K 0.17% 189
2024
Q1 		$648K Buy
5,700
+34
+0.6% +$3.9K 0.18% 170
2023
Q4 		$624K Sell
5,666
-28
-0.5% -$2.8K 0.2% 161
2023
Q3 		$551K Buy
5,694
+12
+0.2% +$1.26K 0.2% 170
2023
Q2 		$619K Sell
5,682
-19
-0.3% -$2.02K 0.22% 155
2023
Q1 		$577K Sell
5,701
-27
-0.5% -$2.85K 0.21% 166
2022
Q4 		$629K Buy
5,728
+52
+0.9% +$5.38K 0.24% 145
2022
Q3 		$549K Sell
5,676
-5,702
-50% -$608K 0.24% 150
2022
Q2 		$1.24M Buy
11,378
+344
+3% +$39.1K 0.5% 46
2022
Q1 		$1.31M Buy
11,034
+516
+5% +$64K 0.46% 58
2021
Q4 		$1.48M Buy
10,518
+929
+10% +$119K 0.5% 37
2021
Q3 		$1.13M Buy
9,589
+2,172
+29% +$267K 0.52% 46
2021
Q2 		$860K Buy
7,417
+145
+2% +$16.9K 0.38% 99
2021
Q1 		$871K Buy
7,272
+95
+1% +$11.3K 0.4% 78
2020
Q4 		$786K Buy
+7,177
New +$780K 0.4% 86

Other funds holding ABT

MSV
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return
IWA
Inspirion Wealth Advisors Libertyville, Illinois $880M AUM 10.53% 1-Year Est. Return
SBWIC
Schaper Benz & Wise Investment Counsel Neenah, Wisconsin $1.51B AUM 27.44% 1-Year Est. Return
BST
Bath Savings Trust Bath, Maine $966M AUM 9.35% 1-Year Est. Return
RT
Rockland Trust Hanover, Massachusetts $2.61B AUM 14.26% 1-Year Est. Return
PNC
Park National Corp Newark, Ohio $3.69B AUM 18.32% 1-Year Est. Return
TF
Tompkins Financial Ithaca, New York $1.42B AUM 19.14% 1-Year Est. Return
FFBTD
First Financial Bank - Trust Division Hamilton, Ohio $1.39B AUM 15.59% 1-Year Est. Return
TFA
Toth Financial Advisory Leesburg, Virginia $1B AUM 19.18% 1-Year Est. Return

Legacy Wealth Asset Management's ABT Position: Q3 2026 in Review

Legacy Wealth Asset Management increased its Abbott (ABT) stake by 1.4% in Q3 2026, buying an estimated $8.56K and bringing the position to 6,038 shares worth $597K. The position accounts for 0.13% of the portfolio, ranked #229.

Legacy Wealth Asset Management first reported a position in ABT in Q4 2020 and has held it in 24 quarters since. The position peaked at $1.48M in Q4 2021. 155 funds tracked by Wall St. Rank hold ABT as of Q3 2026.

  • Legacy Wealth Asset Management held 6,038 shares of Abbott worth $597K as of Q3 2026.
  • Legacy Wealth Asset Management bought 82 Abbott shares in Q3 2026, an estimated $8.56K.
  • Abbott made up 0.13% of Legacy Wealth Asset Management's portfolio in Q3 2026, its #229 holding.
  • Legacy Wealth Asset Management first reported a position in Abbott in Q4 2020 and has held it in 24 quarters since.
  • Legacy Wealth Asset Management's Abbott position peaked at $1.48M in Q4 2021.
  • 155 funds tracked by Wall St. Rank held Abbott as of Q3 2026.

Based on Legacy Wealth Asset Management's 13F filing for Q3 2026, filed 9 Oct 2026.