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LRI Investments’s Abbott ABT Stock Holding History

LRI Investments’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 		$246K Sell
2,712
-1,762
-39% -$161K 0.02% 291
2026
Q1 		$459K Buy
4,474
+1,465
+49% +$165K 0.04% 188
2025
Q4 		$377K Sell
3,009
-310
-9% -$39.5K 0.03% 203
2025
Q3 		$445K Sell
3,319
-577
-15% -$75.7K 0.04% 192
2025
Q2 		$530K Buy
3,896
+212
+6% +$28K 0.05% 172
2025
Q1 		$489K Buy
3,684
+330
+10% +$42K 0.05% 165
2024
Q4 		$379K Buy
3,354
+88
+3% +$10.2K 0.04% 174
2024
Q3 		$376K Sell
3,266
-69
-2% -$7.57K 0.04% 188
2024
Q2 		$347K Buy
3,335
+500
+18% +$53K 0.04% 154
2024
Q1 		$322K Buy
+2,835
New +$325K 0.08% 105

Other funds holding ABT

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
WT
Wellcome Trust London, United Kingdom $9.01B AUM 12.05% 1-Year Est. Return
RG
Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
DC
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

LRI Investments's ABT Position: Q2 2026 in Review

LRI Investments reduced its Abbott (ABT) stake by 39% in Q2 2026, selling an estimated $161K and leaving 2,712 shares worth $246K. The position accounts for 0.02% of the portfolio, ranked #291.

LRI Investments first reported a position in ABT in Q1 2024 and has held it in 10 quarters since. The position peaked at $530K in Q2 2025. 1,383 funds tracked by Wall St. Rank hold ABT as of Q2 2026.

  • LRI Investments held 2,712 shares of Abbott worth $246K as of Q2 2026.
  • LRI Investments sold 1,762 Abbott shares in Q2 2026, an estimated $161K.
  • Abbott made up 0.02% of LRI Investments's portfolio in Q2 2026, its #291 holding.
  • LRI Investments first reported a position in Abbott in Q1 2024 and has held it in 10 quarters since.
  • LRI Investments's Abbott position peaked at $530K in Q2 2025.
  • 1,383 funds tracked by Wall St. Rank held Abbott as of Q2 2026.

Based on LRI Investments's 13F filing for Q2 2026, filed 14 Jul 2026.