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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
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return