Perigon Wealth Management’s Abbott ABT Stock Holding History

Perigon Wealth Management’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	$6.26M	Sell	60,947 -12,501	-17%	-$1.41M	0.11%	173
2025 Q4	$9.2M	Sell	73,448 -244	-0.3%	-$31.1K	0.16%	123
2025 Q3	$9.87M	Buy	73,692 +2,499	+4%	+$328K	0.2%	107
2025 Q2	$9.68M	Buy	71,193 +145	+0.2%	+$19.1K	0.23%	98
2025 Q1	$9.42M	Sell	71,048 -711	-1%	-$90.5K	0.24%	96
2024 Q4	$8.17M	Buy	71,759 +14,193	+25%	+$1.64M	0.2%	107
2024 Q3	$6.56M	Buy	57,566 +8,742	+18%	+$959K	0.17%	124
2024 Q2	$5.07M	Buy	48,824 +1,362	+3%	+$144K	0.15%	139
2024 Q1	$5.39M	Buy	47,462 +382	+0.8%	+$43.8K	0.16%	135
2023 Q4	$5.18M	Buy	47,080 +2,317	+5%	+$232K	0.17%	126
2023 Q3	$4.34M	Buy	44,763 +1,136	+3%	+$119K	0.18%	125
2023 Q2	$4.76M	Buy	43,627 +18,322	+72%	+$1.95M	0.19%	121
2023 Q1	$2.56M	Sell	25,305 -2,159	-8%	-$228K	0.15%	149
2022 Q4	$3.02M	Buy	27,464 +5,465	+25%	+$566K	0.19%	125
2022 Q3	$2.13M	Buy	21,999 +318	+1%	+$33.9K	0.18%	114
2022 Q2	$2.36M	Buy	21,681 +49	+0.2%	+$5.57K	0.2%	110
2022 Q1	$2.56M	Sell	21,632 -322	-1%	-$39.9K	0.18%	108
2021 Q4	$3.09M	Buy	21,954 +1,335	+6%	+$171K	0.22%	92
2021 Q3	$2.44M	Buy	20,619 +1,587	+8%	+$195K	0.21%	97
2021 Q2	$2.21M	Sell	19,032 -588	-3%	-$68.5K	0.2%	97
2021 Q1	$2.35M	Buy	19,620 +709	+4%	+$84K	0.24%	88
2020 Q4	$2.07M	Buy	18,911 +133	+0.7%	+$14.5K	0.24%	77
2020 Q3	$2.04M	Buy	18,778 +38	+0.2%	+$3.85K	0.29%	63
2020 Q2	$1.71M	Buy	18,740 +1,377	+8%	+$124K	0.27%	71
2020 Q1	$1.49M	Buy	17,363 +3,487	+25%	+$291K	0.28%	72
2019 Q4	$1.2M	Buy	13,876 +265	+2%	+$22.2K	0.24%	79
2019 Q3	$1.12M	Buy	13,611 +155	+1%	+$13.2K	0.26%	72
2019 Q2	$1.13M	Buy	13,456 +200	+2%	+$15.7K	0.27%	72
2019 Q1	$1.04M	Hold	13,256	–	–	0.24%	73
2018 Q4	$947K	Hold	13,256	–	–	0.24%	74
2018 Q3	$972K	Buy	13,256 +1,850	+16%	+$121K	0.24%	76
2018 Q2	$696K	Buy	11,406 +50	+0.4%	+$3.03K	0.21%	102
2018 Q1	$680K	Hold	11,356	–	–	0.25%	74
2017 Q4	$648K	Hold	11,356	–	–	0.24%	68
2017 Q3	$606K	Buy	11,356 +94	+0.8%	+$4.72K	0.2%	98
2017 Q2	$547K	Hold	11,262	–	–	0.12%	164
2017 Q1	$500K	Hold	11,262	–	–	0.11%	179
2016 Q4	$510K	Sell	11,262 -600	-5%	-$23.8K	0.11%	172
2016 Q3	$502K	Buy	+11,862	New	+$508K	0.13%	147
2016 Q2	–	Sell	-14,606	Closed	-$465K	–	438
2016 Q1	$465K	Hold	14,606	–	–	0.15%	111
2015 Q4	$656K	Buy	14,606 +3,500	+32%	+$155K	0.18%	121
2015 Q3	$447K	Hold	11,106	–	–	0.13%	141
2015 Q2	$545K	Sell	11,106 -581	-5%	-$27.9K	0.14%	139
2015 Q1	$541K	Sell	11,687 -1	-0%	-$46	0.15%	136
2014 Q4	$526K	Sell	11,688 -2,000	-15%	-$87.1K	0.16%	125
2014 Q3	$569K	Hold	13,688	–	–	0.17%	112
2014 Q2	$560K	Sell	13,688 -2,131	-13%	-$83.7K	0.16%	117
2014 Q1	$609K	Sell	15,819 -436	-3%	-$16.8K	0.34%	67
2013 Q4	$623K	Buy	+16,255	New	+$599K	0.35%	62

Other funds holding ABT

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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 San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Perigon Wealth Management's ABT Position: Q1 2026 in Review

Perigon Wealth Management reduced its Abbott (ABT) stake by 17% in Q1 2026, selling an estimated $1.41M and leaving 60,947 shares worth $6.26M. The position accounts for 0.11% of the portfolio, ranked #173.

Perigon Wealth Management first reported a position in ABT in Q4 2013 and has held it in 49 quarters since. The position peaked at $9.87M in Q3 2025. 3,086 funds tracked by Wall St. Rank hold ABT as of Q1 2026.

Perigon Wealth Management held 60,947 shares of Abbott worth $6.26M as of Q1 2026.
Perigon Wealth Management sold 12,501 Abbott shares in Q1 2026, an estimated $1.41M.
Abbott made up 0.11% of Perigon Wealth Management's portfolio in Q1 2026, its #173 holding.
Perigon Wealth Management first reported a position in Abbott in Q4 2013 and has held it in 49 quarters since.
Perigon Wealth Management's Abbott position peaked at $9.87M in Q3 2025.
3,086 funds tracked by Wall St. Rank held Abbott as of Q1 2026.

Based on Perigon Wealth Management's 13F filing for Q1 2026, filed 10 Apr 2026.