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Okabena Investment Services’s Abbott ABT Stock Holding History

Okabena Investment 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 		$3.21M Buy
31,310
+68
+0.2% +$7.68K 0.62% 35
2025
Q4 		$3.91M Sell
31,242
-6,434
-17% -$820K 0.75% 30
2025
Q3 		$5.05M Buy
37,676
+101
+0.3% +$13.3K 0.98% 26
2025
Q2 		$5.11M Buy
37,575
+1,306
+4% +$172K 1.13% 20
2025
Q1 		$4.81M Buy
36,269
+32,943
+990% +$4.19M 1.21% 18
2024
Q4 		$376K Hold
3,326
– – 0.1% 103
2024
Q3 		$379K Hold
3,326
– – 0.11% 96
2024
Q2 		$346K Sell
3,326
-3,681
-53% -$390K 0.11% 99
2024
Q1 		$796K Hold
7,007
– – 0.27% 71
2023
Q4 		$771K Buy
7,007
+4,281
+157% +$428K 0.3% 68
2023
Q3 		$264K Hold
2,726
– – 0.21% 61
2023
Q2 		$297K Sell
2,726
-3,681
-57% -$392K 0.22% 58
2023
Q1 		$649K Sell
6,407
-600
-9% -$63.4K 0.45% 49
2022
Q4 		$769K Sell
7,007
-3,219
-31% -$333K 0.51% 54
2022
Q3 		$989K Buy
10,226
+3,681
+56% +$392K 0.48% 60
2022
Q2 		$711K Buy
6,545
+600
+10% +$68.1K 0.37% 64
2022
Q1 		$704K Hold
5,945
– – 0.3% 75
2021
Q4 		$837K Buy
5,945
+2,726
+85% +$349K 0.32% 69
2021
Q3 		$380K Hold
3,219
– – 0.2% 69
2021
Q2 		$373K Buy
+3,219
New +$375K 0.18% 67

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

Okabena Investment Services's ABT Position: Q1 2026 in Review

Okabena Investment Services increased its Abbott (ABT) stake by 0.22% in Q1 2026, buying an estimated $7.68K and bringing the position to 31,310 shares worth $3.21M. The position accounts for 0.62% of the portfolio, ranked #35.

Okabena Investment Services first reported a position in ABT in Q2 2021 and has held it in 20 quarters since. The position peaked at $5.11M in Q2 2025. 3,087 funds tracked by Wall St. Rank hold ABT as of Q1 2026.

  • Okabena Investment Services held 31,310 shares of Abbott worth $3.21M as of Q1 2026.
  • Okabena Investment Services bought 68 Abbott shares in Q1 2026, an estimated $7.68K.
  • Abbott made up 0.62% of Okabena Investment Services's portfolio in Q1 2026, its #35 holding.
  • Okabena Investment Services first reported a position in Abbott in Q2 2021 and has held it in 20 quarters since.
  • Okabena Investment Services's Abbott position peaked at $5.11M in Q2 2025.
  • 3,087 funds tracked by Wall St. Rank held Abbott as of Q1 2026.

Based on Okabena Investment Services's 13F filing for Q1 2026, filed 15 May 2026.