Liberty Wealth Management’s Abbott ABT Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$499K Hold
4,861
0.06% 147
2026
Q1
$499K Sell
4,861
-179
-4% -$20.2K 0.06% 147
2025
Q4
$631K Buy
5,040
+467
+10% +$59.5K 0.08% 122
2025
Q3
$612K Buy
4,573
+3
+0.1% +$394 0.09% 117
2025
Q2
$622K Sell
4,570
-25
-0.5% -$3.3K 0.1% 110
2025
Q1
$609K Sell
4,595
-71
-2% -$9.04K 0.12% 80
2024
Q4
$528K Buy
4,666
+44
+1% +$5.08K 0.09% 112
2024
Q3
$527K Sell
4,622
-4,168
-47% -$457K 0.09% 111
2024
Q2
$486K Buy
8,790
+5,768
+191% +$612K 0.09% 114
2024
Q1
$344K Sell
3,022
-505
-14% -$57.9K 0.07% 131
2023
Q4
$388K Buy
3,527
+90
+3% +$8.99K 0.08% 117
2023
Q3
$333K Buy
3,437
+9
+0.3% +$945 0.08% 120
2023
Q2
$374K Sell
3,428
-65
-2% -$6.93K 0.09% 118
2023
Q1
$354K Buy
+3,493
New +$369K 0.07% 154
2022
Q3
$304K Buy
3,142
+112
+4% +$11.9K 0.08% 106
2022
Q2
$329K Buy
3,030
+7
+0.2% +$795 0.13% 104
2022
Q1
$357K Sell
3,023
-157
-5% -$19.5K 0.13% 97
2021
Q4
$447K Sell
3,180
-267
-8% -$34.2K 0.02% 102
2021
Q3
$411K Buy
3,447
+384
+13% +$47.2K 0.15% 88
2021
Q2
$355K Buy
3,063
+41
+1% +$4.78K 0.14% 87
2021
Q1
$342K Sell
3,022
-10
-0.3% -$1.19K 0.17% 82
2020
Q4
$371K Buy
3,032
+1,400
+86% +$152K 0.18% 77
2020
Q3
$178K Buy
1,632
+631
+63% +$64K 0.1% 103
2020
Q2
$91K Hold
1,001
0.06% 155
2020
Q1
$79K Sell
1,001
-19
-2% -$1.58K 0.07% 164
2019
Q4
$88K Sell
1,020
-92
-8% -$7.71K 0.07% 175
2019
Q3
$93K Sell
1,112
-589
-35% -$50K 0.09% 155
2019
Q2
$143K Buy
1,701
+1,231
+262% +$96.9K 0.13% 130
2019
Q1
$37K Sell
470
-15,794
-97% -$1.18M 0.03% 240
2018
Q4
$1.18M Buy
+16,264
New +$1.14M 0.88% 16

Other funds holding ABT

Liberty Wealth Management's ABT Position: Q2 2026 in Review

Liberty Wealth Management held its Abbott (ABT) position steady in Q2 2026 at 4,861 shares worth $499K. The position accounts for 0.06% of the portfolio, ranked #147.

Liberty Wealth Management first reported a position in ABT in Q4 2018 and has held it in 30 quarters since. The position peaked at $1.18M in Q4 2018. 2,963 funds tracked by Wall St. Rank hold ABT as of Q2 2026.

  • Liberty Wealth Management held 4,861 shares of Abbott worth $499K as of Q2 2026.
  • Liberty Wealth Management left its Abbott share count unchanged in Q2 2026.
  • Abbott made up 0.06% of Liberty Wealth Management's portfolio in Q2 2026, its #147 holding.
  • Liberty Wealth Management first reported a position in Abbott in Q4 2018 and has held it in 30 quarters since.
  • Liberty Wealth Management's Abbott position peaked at $1.18M in Q4 2018.
  • 2,963 funds tracked by Wall St. Rank held Abbott as of Q2 2026.

Based on Liberty Wealth Management's 13F filing for Q2 2026, filed 6 Aug 2026.