Lion Street Advisors’s Abbott ABT Stock Holding History

Lion Street Advisors’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
2025 Q3	$440K	Sell	3,413 -336	-9%	-$44.1K	0.15%	128
2025 Q2	$510K	Buy	3,749 +81	+2%	+$10.7K	0.15%	144
2025 Q1	$487K	Buy	3,668 +19	+0.5%	+$2.42K	0.15%	146
2024 Q4	$413K	Sell	3,649 -8	-0.2%	-$924	0.13%	155
2024 Q3	$417K	Sell	3,657 -59	-2%	-$6.47K	0.15%	157
2024 Q2	$386K	Sell	3,716 -88	-2%	-$9.33K	0.14%	156
2024 Q1	$419K	Hold	3,804	–	–	0.17%	129
2023 Q4	$419K	Sell	3,804 -537	-12%	-$53.7K	0.17%	129
2023 Q3	$420K	Buy	4,341 +381	+10%	+$40K	0.14%	139
2023 Q2	$510K	Buy	3,960 +1,091	+38%	+$116K	0.17%	121
2023 Q1	$291K	Buy	2,869 +515	+22%	+$54.4K	0.09%	184
2022 Q4	$303K	Buy	+2,354	New	+$244K	0.16%	104
2022 Q3	–	Sell	-2,354	Closed	-$306K	–	125
2022 Q2	$306K	Buy	2,354 +587	+33%	+$66.7K	0.16%	104
2022 Q1	$210K	Sell	1,767 -572	-24%	-$70.9K	0.11%	137
2021 Q4	$330K	Sell	2,339 -15	-0.6%	-$1.92K	0.16%	97
2021 Q3	$280K	Buy	+2,354	New	+$289K	0.15%	108
2020 Q2	–	Sell	-388	Closed	-$31K	–	30
2020 Q1	$31K	Buy	+388	New	+$32.4K	0.17%	70

Other funds holding ABT

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Lion Street Advisors's ABT Position: Q3 2025 in Review

Lion Street Advisors reduced its Abbott (ABT) stake by 9% in Q3 2025, selling an estimated $44.1K and leaving 3,413 shares worth $440K. The position accounts for 0.15% of the portfolio, ranked #128.

Lion Street Advisors first reported a position in ABT in Q1 2020 and has held it in 17 quarters since. The position peaked at $510K in Q2 2023. 3,180 funds tracked by Wall St. Rank hold ABT as of Q3 2025.

Lion Street Advisors held 3,413 shares of Abbott worth $440K as of Q3 2025.
Lion Street Advisors sold 336 Abbott shares in Q3 2025, an estimated $44.1K.
Abbott made up 0.15% of Lion Street Advisors's portfolio in Q3 2025, its #128 holding.
Lion Street Advisors first reported a position in Abbott in Q1 2020 and has held it in 17 quarters since.
Lion Street Advisors's Abbott position peaked at $510K in Q2 2023.
3,180 funds tracked by Wall St. Rank held Abbott as of Q3 2025.

Based on Lion Street Advisors's 13F filing for Q3 2025, filed 10 Nov 2025.