MPS Loria Financial Planners’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 | $1.71M | Buy |
16,618
+89
| +0.5% | +$10K | 0.45% | 21 |
|
|
2025
Q4 | $2.07M | Buy |
16,529
+71
| +0.4% | +$9.04K | 0.53% | 18 |
|
|
2025
Q3 | $2.2M | Sell |
16,458
-233
| -1% | -$30.6K | 0.59% | 15 |
|
|
2025
Q2 | $2.27M | Sell |
16,691
-406
| -2% | -$53.5K | 0.67% | 15 |
|
|
2025
Q1 | $2.27M | Buy |
17,097
+71
| +0.4% | +$9.04K | 0.67% | 15 |
|
|
2024
Q4 | $1.93M | Sell |
17,026
-482
| -3% | -$55.7K | 0.57% | 15 |
|
|
2024
Q3 | $2M | Sell |
17,508
-777
| -4% | -$85.2K | 0.59% | 15 |
|
|
2024
Q2 | $1.9M | Buy |
18,285
+3
| +0% | +$318 | 0.61% | 15 |
|
|
2024
Q1 | $2.08M | Sell |
18,282
-1,266
| -6% | -$145K | 0.7% | 15 |
|
|
2023
Q4 | $2.15M | Buy |
19,548
+76
| +0.4% | +$7.59K | 0.76% | 13 |
|
|
2023
Q3 | $1.89M | Buy |
19,472
+72
| +0.4% | +$7.56K | 0.74% | 14 |
|
|
2023
Q2 | $2.11M | Sell |
19,400
-1,312
| -6% | -$140K | 0.79% | 13 |
|
|
2023
Q1 | $2.1M | Buy |
20,712
+48
| +0.2% | +$5.07K | 0.85% | 12 |
|
|
2022
Q4 | $2.27M | Buy |
20,664
+102
| +0.5% | +$10.6K | 1.01% | 9 |
|
|
2022
Q3 | $1.99M | Sell |
20,562
-222
| -1% | -$23.7K | 0.77% | 12 |
|
|
2022
Q2 | $2.26M | Sell |
20,784
-317
| -2% | -$36K | 1.02% | 9 |
|
|
2022
Q1 | $2.5M | Buy |
21,101
+60
| +0.3% | +$7.44K | 1.05% | 8 |
|
|
2021
Q4 | $2.96M | Sell |
21,041
-221
| -1% | -$28.3K | 1.21% | 7 |
|
|
2021
Q3 | $2.51M | Sell |
21,262
-137
| -0.6% | -$16.8K | 1.15% | 8 |
|
|
2021
Q2 | $2.48M | Buy |
21,399
+8
| +0% | +$933 | 1.14% | 9 |
|
|
2021
Q1 | $2.56M | Buy |
21,391
+39
| +0.2% | +$4.62K | 1.19% | 7 |
|
|
2020
Q4 | $2.33M | Buy |
21,352
+680
| +3% | +$73.9K | 1.05% | 11 |
|
|
2020
Q3 | $2.25M | Buy |
20,672
+55
| +0.3% | +$5.58K | 1.16% | 8 |
|
|
2020
Q2 | $1.89M | Sell |
20,617
-959
| -4% | -$86.7K | 1.01% | 11 |
|
|
2020
Q1 | $1.7M | Buy |
21,576
+66
| +0.3% | +$5.51K | 1.31% | 9 |
|
|
2019
Q4 | $1.87M | Buy |
21,510
+61
| +0.3% | +$5.11K | 1.1% | 13 |
|
|
2019
Q3 | $1.79M | Buy |
21,449
+62
| +0.3% | +$5.27K | 1.17% | 10 |
|
|
2019
Q2 | $1.8M | Buy |
21,387
+66
| +0.3% | +$5.2K | 1.15% | 9 |
|
|
2019
Q1 | $1.7M | Buy |
21,321
+71
| +0.3% | +$5.28K | 1.13% | 11 |
|
|
2018
Q4 | $1.54M | Sell |
21,250
-55
| -0.3% | -$3.87K | 1.1% | 14 |
|
|
2018
Q3 | $1.56M | Sell |
21,305
-23
| -0.1% | -$1.51K | 0.98% | 16 |
|
|
2018
Q2 | $1.3M | Sell |
21,328
-199
| -0.9% | -$12.1K | 1.31% | 14 |
|
|
2018
Q1 | $1.29M | Buy |
21,527
+77
| +0.4% | +$4.64K | 0.91% | 17 |
|
|
2017
Q4 | $1.22M | Buy |
21,450
+75
| +0.4% | +$4.16K | 0.84% | 20 |
|
|
2017
Q3 | $1.14M | Buy |
21,375
+103
| +0.5% | +$5.17K | 0.82% | 19 |
|
|
2017
Q2 | $1.04M | Buy |
+21,272
| New | +$963K | 0.7% | 20 |
|
Other funds holding ABT
VCM
VPM
MPS Loria Financial Planners's ABT Position: Q1 2026 in Review
MPS Loria Financial Planners increased its Abbott (ABT) stake by 0.54% in Q1 2026, buying an estimated $10K and bringing the position to 16,618 shares worth $1.71M. The position accounts for 0.45% of the portfolio, ranked #21.
MPS Loria Financial Planners first reported a position in ABT in Q2 2017 and has held it in 36 quarters since. The position peaked at $2.96M in Q4 2021. 3,088 funds tracked by Wall St. Rank hold ABT as of Q1 2026.
- MPS Loria Financial Planners held 16,618 shares of Abbott worth $1.71M as of Q1 2026.
- MPS Loria Financial Planners bought 89 Abbott shares in Q1 2026, an estimated $10K.
- Abbott made up 0.45% of MPS Loria Financial Planners's portfolio in Q1 2026, its #21 holding.
- MPS Loria Financial Planners first reported a position in Abbott in Q2 2017 and has held it in 36 quarters since.
- MPS Loria Financial Planners's Abbott position peaked at $2.96M in Q4 2021.
- 3,088 funds tracked by Wall St. Rank held Abbott as of Q1 2026.
Based on MPS Loria Financial Planners's 13F filing for Q1 2026, filed 8 May 2026.