LifeSteps Financial’s Abbott ABT Stock Holding History

LifeSteps Financial’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 Q2	$157K	Buy	+1,731	New	+$158K	0.07%	113
2026 Q1	–	Sell	-1,711	Closed	-$214K	–	98
2025 Q4	$214K	Hold	1,711	–	–	0.14%	87
2025 Q3	$229K	Sell	1,711 -250	-13%	-$32.8K	0.15%	84
2025 Q2	$267K	Buy	1,961 +40	+2%	+$5.28K	0.18%	76
2025 Q1	$255K	Hold	1,921	–	–	0.21%	72
2024 Q4	$217K	Hold	1,921	–	–	0.17%	78
2024 Q3	$219K	Buy	+1,921	New	+$211K	0.17%	76
2024 Q2	–	Sell	-1,921	Closed	-$218K	–	84
2024 Q1	$218K	Hold	1,921	–	–	0.16%	78
2023 Q4	$211K	Buy	+1,921	New	+$192K	0.19%	77
2023 Q3	–	Sell	-1,921	Closed	-$209K	–	73
2023 Q2	$209K	Buy	+1,921	New	+$205K	0.21%	67
2023 Q1	–	Sell	-1,941	Closed	-$213K	–	68
2022 Q4	$213K	Buy	+1,941	New	+$201K	0.22%	66
2022 Q3	–	Sell	-1,941	Closed	-$211K	–	73
2022 Q2	$211K	Hold	1,941	–	–	0.22%	73
2022 Q1	$230K	Hold	1,941	–	–	0.17%	79
2021 Q4	$273K	Hold	1,941	–	–	0.19%	71
2021 Q3	$229K	Hold	1,941	–	–	0.18%	78
2021 Q2	$225K	Sell	1,941 -70	-3%	-$8.16K	0.17%	79
2021 Q1	$241K	Sell	2,011 -50	-2%	-$5.92K	0.2%	79
2020 Q4	$226K	Sell	2,061 -130	-6%	-$14.1K	0.21%	80
2020 Q3	$238K	Buy	+2,191	New	+$222K	0.25%	66

Other funds holding ABT

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Wellcome Trust London, United Kingdom $9.01B AUM 12.05% 1-Year Est. Return

Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return

Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

ATO

Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return

MMC

Mizuho Markets Cayman Grand Cayman, Cayman Islands $2.67B AUM 103.47% 1-Year Est. Return

LifeSteps Financial's ABT Position: Q2 2026 in Review

LifeSteps Financial opened a new position in Abbott (ABT) in Q2 2026: 1,731 shares worth $157K. The stake represents 0.07% of the portfolio and ranks #113 among its holdings. This is a return to the name: LifeSteps Financial previously reported a position in ABT as recently as Q4 2025.

LifeSteps Financial first reported a position in ABT in Q3 2020 and has held it in 19 quarters since. The position peaked at $273K in Q4 2021. 1,256 funds tracked by Wall St. Rank hold ABT as of Q2 2026.

LifeSteps Financial held 1,731 shares of Abbott worth $157K as of Q2 2026.
Abbott was a new LifeSteps Financial position in Q2 2026.
Abbott made up 0.07% of LifeSteps Financial's portfolio in Q2 2026, its #113 holding.
LifeSteps Financial first reported a position in Abbott in Q3 2020 and has held it in 19 quarters since.
LifeSteps Financial's Abbott position peaked at $273K in Q4 2021.
1,256 funds tracked by Wall St. Rank held Abbott as of Q2 2026.

Based on LifeSteps Financial's 13F filing for Q2 2026, filed 17 Jul 2026.