Mount Yale Investment Advisors’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 | $5.05M | Buy |
49,215
+22,026
| +81% | +$2.49M | 0.12% | 184 |
|
|
2025
Q4 | $3.41M | Buy |
27,189
+6,558
| +32% | +$835K | 0.16% | 132 |
|
|
2025
Q3 | $2.76M | Buy |
20,631
+2,473
| +14% | +$325K | 0.19% | 124 |
|
|
2025
Q2 | $2.47M | Sell |
18,158
-4,353
| -19% | -$574K | 0.19% | 106 |
|
|
2025
Q1 | $2.99M | Sell |
22,511
-2,404
| -10% | -$306K | 0.26% | 84 |
|
|
2024
Q4 | $2.82M | Buy |
24,915
+1,262
| +5% | +$146K | 0.23% | 92 |
|
|
2024
Q3 | $2.7M | Sell |
23,653
-419
| -2% | -$46K | 0.26% | 87 |
|
|
2024
Q2 | $2.5M | Sell |
24,072
-8,735
| -27% | -$926K | 0.2% | 104 |
|
|
2024
Q1 | $3.73M | Buy |
32,807
+1,122
| +4% | +$129K | 0.29% | 76 |
|
|
2023
Q4 | $3.49M | Buy |
31,685
+6,183
| +24% | +$618K | 0.33% | 77 |
|
|
2023
Q3 | $2.47M | Buy |
25,502
+6,591
| +35% | +$692K | 0.27% | 86 |
|
|
2023
Q2 | $2.06M | Buy |
18,911
+230
| +1% | +$24.5K | 0.22% | 106 |
|
|
2023
Q1 | $1.89M | Sell |
18,681
-173
| -0.9% | -$18.3K | 0.21% | 109 |
|
|
2022
Q4 | $2.07M | Buy |
18,854
+2,517
| +15% | +$261K | 0.23% | 102 |
|
|
2022
Q3 | $1.58M | Sell |
16,337
-7,208
| -31% | -$768K | 0.21% | 108 |
|
|
2022
Q2 | $2.56M | Buy |
23,545
+157
| +0.7% | +$17.8K | 0.32% | 72 |
|
|
2022
Q1 | $2.77M | Buy |
23,388
+262
| +1% | +$32.5K | 0.3% | 73 |
|
|
2021
Q4 | $3.25M | Sell |
23,126
-487
| -2% | -$62.3K | 0.34% | 72 |
|
|
2021
Q3 | $2.79M | Buy |
23,613
+1,237
| +6% | +$152K | 0.32% | 78 |
|
|
2021
Q2 | $2.59M | Sell |
22,376
-54
| -0.2% | -$6.29K | 0.31% | 80 |
|
|
2021
Q1 | $2.69M | Buy |
22,430
+312
| +1% | +$37K | 0.35% | 72 |
|
|
2020
Q4 | $2.42M | Buy |
22,118
+748
| +4% | +$81.3K | 0.34% | 76 |
|
|
2020
Q3 | $2.33M | Sell |
21,370
-1,165
| -5% | -$118K | 0.33% | 72 |
|
|
2020
Q2 | $2.06M | Buy |
22,535
+1,622
| +8% | +$147K | 0.37% | 72 |
|
|
2020
Q1 | $1.65M | Buy |
20,913
+517
| +3% | +$43.1K | 0.37% | 65 |
|
|
2019
Q4 | $1.78M | Sell |
20,396
-6,615
| -24% | -$554K | 0.31% | 81 |
|
|
2019
Q3 | $2.28M | Buy |
27,011
+475
| +2% | +$40.4K | 0.41% | 63 |
|
|
2019
Q2 | $2.25M | Sell |
26,536
-3,324
| -11% | -$262K | 0.41% | 58 |
|
|
2019
Q1 | $2.39M | Sell |
29,860
-297
| -1% | -$22.1K | 0.45% | 52 |
|
|
2018
Q4 | $2.22M | Buy |
30,157
+17,781
| +144% | +$1.25M | 0.45% | 52 |
|
|
2018
Q3 | $897K | Buy |
12,376
+960
| +8% | +$63K | 0.16% | 122 |
|
|
2018
Q2 | $696K | Sell |
11,416
-129
| -1% | -$7.82K | 0.13% | 140 |
|
|
2018
Q1 | $692K | Buy |
+11,545
| New | +$696K | 0.15% | 134 |
|
Other funds holding ABT
VCM
VPM
Mount Yale Investment Advisors's ABT Position: Q1 2026 in Review
Mount Yale Investment Advisors increased its Abbott (ABT) stake by 81% in Q1 2026, buying an estimated $2.49M and bringing the position to 49,215 shares worth $5.05M. The position accounts for 0.12% of the portfolio, ranked #184.
Mount Yale Investment Advisors first reported a position in ABT in Q1 2018 and has held it in 33 quarters since. 3,090 funds tracked by Wall St. Rank hold ABT as of Q1 2026.
- Mount Yale Investment Advisors held 49,215 shares of Abbott worth $5.05M as of Q1 2026.
- Mount Yale Investment Advisors bought 22,026 Abbott shares in Q1 2026, an estimated $2.49M.
- Abbott made up 0.12% of Mount Yale Investment Advisors's portfolio in Q1 2026, its #184 holding.
- Mount Yale Investment Advisors first reported a position in Abbott in Q1 2018 and has held it in 33 quarters since.
- 3,090 funds tracked by Wall St. Rank held Abbott as of Q1 2026.
Based on Mount Yale Investment Advisors's 13F filing for Q1 2026, filed 27 Apr 2026.