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Live Oak Private Wealth’s Abbott ABT Stock Holding History

Live Oak Private Wealth’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
Q1 		$7.88M Sell
76,739
-330
-0.4% -$37.3K 1.1% 36
2025
Q4 		$9.66M Sell
77,069
-1,870
-2% -$238K 1.32% 27
2025
Q3 		$10.6M Sell
78,939
-704
-0.9% -$92.4K 1.47% 22
2025
Q2 		$10.8M Sell
79,643
-531
-0.7% -$70K 1.62% 18
2025
Q1 		$10.6M Buy
80,174
+250
+0.3% +$31.8K 1.72% 17
2024
Q4 		$9.04M Sell
79,924
-24
-0% -$2.77K 1.52% 19
2024
Q3 		$9.11M Sell
79,948
-904
-1% -$99.2K 1.48% 21
2024
Q2 		$8.4M Buy
80,852
+298
+0.4% +$31.6K 1.44% 21
2024
Q1 		$9.16M Buy
80,554
+1,124
+1% +$129K 1.59% 20
2023
Q4 		$8.74M Buy
79,430
+2,637
+3% +$263K 1.64% 20
2023
Q3 		$7.44M Buy
76,793
+1,892
+3% +$199K 1.58% 23
2023
Q2 		$8.17M Sell
74,901
-10
-0% -$1.07K 1.63% 22
2023
Q1 		$7.59M Buy
74,911
+303
+0.4% +$32K 1.57% 23
2022
Q4 		$8.19M Buy
74,608
+1,704
+2% +$176K 1.69% 17
2022
Q3 		$7.05M Buy
72,904
+253
+0.3% +$27K 1.58% 17
2022
Q2 		$7.89M Buy
72,651
+4,953
+7% +$562K 1.66% 14
2022
Q1 		$8.01M Buy
67,698
+2,709
+4% +$336K 1.55% 15
2021
Q4 		$9.15M Sell
64,989
-927
-1% -$119K 1.71% 13
2021
Q3 		$7.79M Buy
65,916
+4,084
+7% +$502K 1.58% 17
2021
Q2 		$7.17M Buy
61,832
+806
+1% +$94K 1.58% 18
2021
Q1 		$7.31M Buy
61,026
+478
+0.8% +$56.6K 1.79% 13
2020
Q4 		$6.63M Buy
60,548
+3,365
+6% +$366K 1.86% 15
2020
Q3 		$6.22M Sell
57,183
-4,632
-7% -$470K 2.14% 9
2020
Q2 		$5.65M Buy
61,815
+23,097
+60% +$2.09M 2.05% 9
2020
Q1 		$3.06M Buy
38,718
+4,217
+12% +$352K 3.13% 12
2019
Q4 		$3M Buy
+34,501
New +$2.89M 2.91% 14

Other funds holding ABT

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Live Oak Private Wealth's ABT Position: Q1 2026 in Review

Live Oak Private Wealth reduced its Abbott (ABT) stake by 0.43% in Q1 2026, selling an estimated $37.3K and leaving 76,739 shares worth $7.88M. The position accounts for 1.1% of the portfolio, ranked #36.

Live Oak Private Wealth first reported a position in ABT in Q4 2019 and has held it in 26 quarters since. The position peaked at $10.8M in Q2 2025. 3,083 funds tracked by Wall St. Rank hold ABT as of Q1 2026.

  • Live Oak Private Wealth held 76,739 shares of Abbott worth $7.88M as of Q1 2026.
  • Live Oak Private Wealth sold 330 Abbott shares in Q1 2026, an estimated $37.3K.
  • Abbott made up 1.1% of Live Oak Private Wealth's portfolio in Q1 2026, its #36 holding.
  • Live Oak Private Wealth first reported a position in Abbott in Q4 2019 and has held it in 26 quarters since.
  • Live Oak Private Wealth's Abbott position peaked at $10.8M in Q2 2025.
  • 3,083 funds tracked by Wall St. Rank held Abbott as of Q1 2026.

Based on Live Oak Private Wealth's 13F filing for Q1 2026, filed 20 Apr 2026.