SFP
ABT icon

Shepherd Financial Partners’s Abbott ABT Stock Holding History

Shepherd Financial Partners’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 		$324K Sell
3,154
-7
-0.2% -$790 0.03% 196
2025
Q4 		$396K Sell
3,161
-4
-0.1% -$510 0.04% 180
2025
Q3 		$424K Buy
3,165
+12
+0.4% +$1.57K 0.04% 172
2025
Q2 		$429K Buy
3,153
+73
+2% +$9.63K 0.05% 165
2025
Q1 		$408K Buy
3,080
+132
+4% +$16.8K 0.05% 168
2024
Q4 		$333K Buy
2,948
+33
+1% +$3.81K 0.04% 169
2024
Q3 		$332K Hold
2,915
– – 0.04% 169
2024
Q2 		$303K Sell
2,915
-238
-8% -$25.2K 0.04% 180
2024
Q1 		$358K Buy
3,153
+48
+2% +$5.5K 0.05% 169
2023
Q4 		$342K Sell
3,105
-162
-5% -$16.2K 0.05% 170
2023
Q3 		$316K Buy
3,267
+956
+41% +$100K 0.05% 160
2023
Q2 		$252K Buy
2,311
+33
+1% +$3.52K 0.04% 168
2023
Q1 		$231K Buy
2,278
+3
+0.1% +$317 0.04% 164
2022
Q4 		$250K Buy
2,275
+99
+5% +$10.3K 0.05% 158
2022
Q3 		$211K Buy
+2,176
New +$232K 0.04% 158

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

Shepherd Financial Partners's ABT Position: Q1 2026 in Review

Shepherd Financial Partners reduced its Abbott (ABT) stake by 0.22% in Q1 2026, selling an estimated $790 and leaving 3,154 shares worth $324K. The position accounts for 0.03% of the portfolio, ranked #196.

Shepherd Financial Partners first reported a position in ABT in Q3 2022 and has held it in 15 quarters since. The position peaked at $429K in Q2 2025. 3,087 funds tracked by Wall St. Rank hold ABT as of Q1 2026.

  • Shepherd Financial Partners held 3,154 shares of Abbott worth $324K as of Q1 2026.
  • Shepherd Financial Partners sold 7 Abbott shares in Q1 2026, an estimated $790.
  • Abbott made up 0.03% of Shepherd Financial Partners's portfolio in Q1 2026, its #196 holding.
  • Shepherd Financial Partners first reported a position in Abbott in Q3 2022 and has held it in 15 quarters since.
  • Shepherd Financial Partners's Abbott position peaked at $429K in Q2 2025.
  • 3,087 funds tracked by Wall St. Rank held Abbott as of Q1 2026.

Based on Shepherd Financial Partners's 13F filing for Q1 2026, filed 11 May 2026.