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McKinley Carter Wealth Services’s Abbott ABT Stock Holding History

McKinley Carter Wealth Services’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 		$2M Sell
19,449
-2,375
-11% -$268K 0.12% 124
2025
Q4 		$2.73M Sell
21,824
-271
-1% -$34.5K 0.15% 109
2025
Q3 		$2.96M Buy
22,095
+763
+4% +$100K 0.16% 100
2025
Q2 		$2.9M Buy
21,332
+15,362
+257% +$2.03M 0.16% 98
2025
Q1 		$792K Buy
5,970
+893
+18% +$114K 0.05% 172
2024
Q4 		$574K Buy
5,077
+4
+0.1% +$462 0.04% 189
2024
Q3 		$578K Sell
5,073
-67
-1% -$7.35K 0.03% 197
2024
Q2 		$534K Sell
5,140
-1,484
-22% -$157K 0.03% 201
2024
Q1 		$753K Sell
6,624
-143
-2% -$16.4K 0.05% 172
2023
Q4 		$745K Sell
6,767
-2,288
-25% -$229K 0.05% 166
2023
Q3 		$877K Buy
9,055
+277
+3% +$29.1K 0.07% 153
2023
Q2 		$957K Sell
8,778
-1,909
-18% -$203K 0.07% 151
2023
Q1 		$1.08M Buy
10,687
+75
+0.7% +$7.92K 0.08% 139
2022
Q4 		$1.17M Sell
10,612
-5,405
-34% -$560K 0.1% 133
2022
Q3 		$1.55M Sell
16,017
-31,879
-67% -$3.4M 0.14% 103
2022
Q2 		$5.2M Sell
47,896
-87
-0.2% -$9.88K 0.46% 45
2022
Q1 		$5.68M Sell
47,983
-3,308
-6% -$410K 0.44% 49
2021
Q4 		$7.22M Buy
51,291
+753
+1% +$96.4K 0.54% 43
2021
Q3 		$5.97M Buy
50,538
+772
+2% +$94.8K 0.49% 44
2021
Q2 		$5.77M Buy
49,766
+1,308
+3% +$152K 0.48% 47
2021
Q1 		$5.81M Buy
48,458
+23
+0% +$2.73K 0.5% 44
2020
Q4 		$5.3M Buy
48,435
+2,175
+5% +$236K 0.7% 40
2020
Q3 		$5.04M Buy
46,260
+1,616
+4% +$164K 1.13% 22
2020
Q2 		$4.08M Buy
44,644
+2,527
+6% +$228K 1% 26
2020
Q1 		$3.32M Sell
42,117
-1,955
-4% -$163K 0.99% 23
2019
Q4 		$3.83M Sell
44,072
-165
-0.4% -$13.8K 0.9% 29
2019
Q3 		$3.7M Buy
44,237
+425
+1% +$36.1K 0.95% 25
2019
Q2 		$3.69M Sell
43,812
-798
-2% -$62.8K 0.99% 23
2019
Q1 		$3.57M Buy
44,610
+3,312
+8% +$246K 1% 28
2018
Q4 		$2.99M Buy
41,298
+2,610
+7% +$183K 0.99% 28
2018
Q3 		$2.84M Buy
38,688
+2,346
+6% +$154K 0.84% 31
2018
Q2 		$2.22M Buy
36,342
+3,609
+11% +$219K 0.71% 38
2018
Q1 		$1.96M Buy
32,733
+28,846
+742% +$1.74M 0.64% 41
2017
Q4 		$222K Buy
3,887
+119
+3% +$6.59K 0.08% 146
2017
Q3 		$201K Buy
+3,768
New +$189K 0.08% 141
2016
Q4 		– Sell
-5,808
Closed -$246K – 120
2016
Q3 		$246K Sell
5,808
-446
-7% -$19.1K 0.13% 106
2016
Q2 		$246K Sell
6,254
-547
-8% -$21.8K 0.13% 108
2016
Q1 		$284K Buy
6,801
+117
+2% +$4.64K 0.16% 100
2015
Q4 		$300K Buy
6,684
+7
+0.1% +$309 0.17% 89
2015
Q3 		$269K Sell
6,677
-521
-7% -$24.6K 0.17% 90
2015
Q2 		$353K Buy
7,198
+673
+10% +$32.3K 0.19% 92
2015
Q1 		$302K Buy
6,525
+392
+6% +$18K 0.19% 88
2014
Q4 		$276K Buy
6,133
+832
+16% +$36.2K 0.22% 83
2014
Q3 		$220K Sell
5,301
-433
-8% -$18.3K 0.21% 87
2014
Q2 		$235K Sell
5,734
-1,348
-19% -$52.9K 0.25% 76
2014
Q1 		$273K Sell
7,082
-2,126
-23% -$82K 0.3% 73
2013
Q4 		$353K Sell
9,208
-1,530
-14% -$56.4K 0.34% 78
2013
Q3 		$356K Buy
10,738
+496
+5% +$17.4K 0.42% 54
2013
Q2 		$357K Buy
+10,242
New +$376K 0.54% 41

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

McKinley Carter Wealth Services's ABT Position: Q1 2026 in Review

McKinley Carter Wealth Services reduced its Abbott (ABT) stake by 11% in Q1 2026, selling an estimated $268K and leaving 19,449 shares worth $2M. The position accounts for 0.12% of the portfolio, ranked #124.

McKinley Carter Wealth Services first reported a position in ABT in Q2 2013 and has held it in 49 quarters since. The position peaked at $7.22M in Q4 2021. 3,085 funds tracked by Wall St. Rank hold ABT as of Q1 2026.

  • McKinley Carter Wealth Services held 19,449 shares of Abbott worth $2M as of Q1 2026.
  • McKinley Carter Wealth Services sold 2,375 Abbott shares in Q1 2026, an estimated $268K.
  • Abbott made up 0.12% of McKinley Carter Wealth Services's portfolio in Q1 2026, its #124 holding.
  • McKinley Carter Wealth Services first reported a position in Abbott in Q2 2013 and has held it in 49 quarters since.
  • McKinley Carter Wealth Services's Abbott position peaked at $7.22M in Q4 2021.
  • 3,085 funds tracked by Wall St. Rank held Abbott as of Q1 2026.

Based on McKinley Carter Wealth Services's 13F filing for Q1 2026, filed 20 Apr 2026.