Mark Sheptoff Financial Planning’s Abbott ABT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $1.56M | Sell |
17,872
-24,946
| -58% | -$2.82M | 0.82% | 24 |
|
|
2025
Q4 | $5.36M | Buy |
42,818
+350
| +0.8% | +$44.6K | 2.56% | 12 |
|
|
2025
Q3 | $5.69M | Sell |
42,468
-79
| -0.2% | -$10.4K | 2.72% | 12 |
|
|
2025
Q2 | $5.79M | Buy |
42,547
+37
| +0.1% | +$4.88K | 3.08% | 7 |
|
|
2025
Q1 | $5.64M | Sell |
42,510
-100
| -0.2% | -$12.7K | 3.11% | 9 |
|
|
2024
Q4 | $4.82M | Sell |
42,610
-150
| -0.4% | -$17.3K | 2.59% | 9 |
|
|
2024
Q3 | $4.88M | Hold |
42,760
| – | – | 2.59% | 10 |
|
|
2024
Q2 | $4.44M | Sell |
42,760
-1,567
| -4% | -$166K | 2.48% | 9 |
|
|
2024
Q1 | $5.04M | Sell |
44,327
-525
| -1% | -$60.2K | 2.79% | 8 |
|
|
2023
Q4 | $4.94M | Sell |
44,852
-600
| -1% | -$59.9K | 2.97% | 8 |
|
|
2023
Q3 | $4.4M | Sell |
45,452
-3,700
| -8% | -$389K | 2.83% | 8 |
|
|
2023
Q2 | $5.36M | Sell |
49,152
-2,449
| -5% | -$261K | 3.06% | 8 |
|
|
2023
Q1 | $5.23M | Sell |
51,601
-300
| -0.6% | -$31.7K | 3.03% | 7 |
|
|
2022
Q4 | $5.7M | Sell |
51,901
-1,024
| -2% | -$106K | 3.34% | 7 |
|
|
2022
Q3 | $5.12M | Sell |
52,925
-2,150
| -4% | -$229K | 3.12% | 9 |
|
|
2022
Q2 | $5.98M | Sell |
55,075
-1,450
| -3% | -$165K | 3.44% | 7 |
|
|
2022
Q1 | $6.69M | Sell |
56,525
-100
| -0.2% | -$12.4K | 3.37% | 7 |
|
|
2021
Q4 | $7.97M | Buy |
56,625
+1
| +0% | +$128 | 3.8% | 6 |
|
|
2021
Q3 | $6.69M | Sell |
56,624
-551
| -1% | -$67.7K | 3.68% | 7 |
|
|
2021
Q2 | $6.63M | Sell |
57,175
-840
| -1% | -$97.9K | 3.55% | 8 |
|
|
2021
Q1 | $6.95M | Hold |
58,015
| – | – | 3.99% | 8 |
|
|
2020
Q4 | $6.35M | Buy |
58,015
+425
| +0.7% | +$46.2K | 3.61% | 7 |
|
|
2020
Q3 | $6.27M | Buy |
57,590
+90
| +0.2% | +$9.13K | 3.86% | 8 |
|
|
2020
Q2 | $5.26M | Sell |
57,500
-402
| -0.7% | -$36.3K | 3.41% | 7 |
|
|
2020
Q1 | $4.57M | Buy |
57,902
+7,180
| +14% | +$599K | 3.45% | 9 |
|
|
2019
Q4 | $4.41M | Sell |
50,722
-799
| -2% | -$66.9K | 2.77% | 9 |
|
|
2019
Q3 | $4.31M | Buy |
51,521
+852
| +2% | +$72.4K | 2.91% | 10 |
|
|
2019
Q2 | $4.26M | Buy |
50,669
+2,002
| +4% | +$158K | 2.91% | 10 |
|
|
2019
Q1 | $3.89M | Buy |
48,667
+1,153
| +2% | +$85.8K | 2.8% | 7 |
|
|
2018
Q4 | $3.44M | Buy |
47,514
+1,435
| +3% | +$101K | 2.86% | 8 |
|
|
2018
Q3 | $3.38M | Buy |
46,079
+1,755
| +4% | +$115K | 2.32% | 11 |
|
|
2018
Q2 | $2.7M | Sell |
44,324
-195
| -0.4% | -$11.8K | 2% | 13 |
|
|
2018
Q1 | $2.67M | Buy |
44,519
+440
| +1% | +$26.5K | 1.85% | 13 |
|
|
2017
Q4 | $2.52M | Sell |
44,079
-395
| -0.9% | -$21.9K | 1.64% | 16 |
|
|
2017
Q3 | $2.37M | Buy |
44,474
+106
| +0.2% | +$5.32K | 1.59% | 16 |
|
|
2017
Q2 | $2.16M | Sell |
44,368
-2,195
| -5% | -$99.4K | 1.48% | 16 |
|
|
2017
Q1 | $2.07M | Buy |
46,563
+3,729
| +9% | +$161K | 1.47% | 18 |
|
|
2016
Q4 | $1.65M | Buy |
42,834
+4
| +0% | +$159 | 1.22% | 19 |
|
|
2016
Q3 | $1.81M | Sell |
42,830
-2,295
| -5% | -$98.3K | 1.35% | 22 |
|
|
2016
Q2 | $1.77M | Buy |
45,125
+517
| +1% | +$20.6K | 1.33% | 22 |
|
|
2016
Q1 | $1.87M | Sell |
44,608
-669
| -1% | -$26.5K | 1.52% | 20 |
|
|
2015
Q4 | $2.03M | Buy |
45,277
+505
| +1% | +$22.3K | 1.65% | 18 |
|
|
2015
Q3 | $1.8M | Buy |
44,772
+139
| +0.3% | +$6.55K | 1.58% | 19 |
|
|
2015
Q2 | $2.19M | Buy |
44,633
+5,204
| +13% | +$250K | 1.77% | 13 |
|
|
2015
Q1 | $1.83M | Buy |
39,429
+1,905
| +5% | +$87.5K | 1.52% | 18 |
|
|
2014
Q4 | $1.69M | Buy |
37,524
+3,003
| +9% | +$131K | 1.49% | 16 |
|
|
2014
Q3 | $1.44M | Buy |
34,521
+2
| +0% | +$85 | 1.27% | 18 |
|
|
2014
Q2 | $1.41M | Sell |
34,519
-1,396
| -4% | -$54.8K | 1.21% | 26 |
|
|
2014
Q1 | $1.38M | Buy |
+35,915
| New | +$1.38M | 1.22% | 25 |
|
Other funds holding ABT
VCM
VPM
Mark Sheptoff Financial Planning's ABT Position: Q1 2026 in Review
Mark Sheptoff Financial Planning reduced its Abbott (ABT) stake by 58% in Q1 2026, selling an estimated $2.82M and leaving 17,872 shares worth $1.56M. The position accounts for 0.82% of the portfolio, ranked #24.
Mark Sheptoff Financial Planning first reported a position in ABT in Q1 2014 and has held it in 49 quarters since. The position peaked at $7.97M in Q4 2021. 3,087 funds tracked by Wall St. Rank hold ABT as of Q1 2026.
- Mark Sheptoff Financial Planning held 17,872 shares of Abbott worth $1.56M as of Q1 2026.
- Mark Sheptoff Financial Planning sold 24,946 Abbott shares in Q1 2026, an estimated $2.82M.
- Abbott made up 0.82% of Mark Sheptoff Financial Planning's portfolio in Q1 2026, its #24 holding.
- Mark Sheptoff Financial Planning first reported a position in Abbott in Q1 2014 and has held it in 49 quarters since.
- Mark Sheptoff Financial Planning's Abbott position peaked at $7.97M in Q4 2021.
- 3,087 funds tracked by Wall St. Rank held Abbott as of Q1 2026.
Based on Mark Sheptoff Financial Planning's 13F filing for Q1 2026, filed 11 May 2026.