Smith Salley Wealth Management’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 | $19.5M | Buy |
189,613
+2,448
| +1% | +$276K | 0.98% | 30 |
|
|
2025
Q4 | $23.4M | Sell |
187,165
-438
| -0.2% | -$55.8K | 1.16% | 24 |
|
|
2025
Q3 | $25.1M | Buy |
187,603
+5,525
| +3% | +$725K | 1.29% | 23 |
|
|
2025
Q2 | $24.8M | Buy |
182,078
+4,882
| +3% | +$644K | 1.43% | 18 |
|
|
2025
Q1 | $23.5M | Buy |
177,196
+4,798
| +3% | +$611K | 1.54% | 17 |
|
|
2024
Q4 | $19.5M | Buy |
172,398
+1,748
| +1% | +$202K | 1.25% | 24 |
|
|
2024
Q3 | $19.5M | Buy |
170,650
+4,253
| +3% | +$466K | 1.27% | 24 |
|
|
2024
Q2 | $17.3M | Buy |
166,397
+18,283
| +12% | +$1.94M | 1.24% | 27 |
|
|
2024
Q1 | $16.8M | Sell |
148,114
-42,216
| -22% | -$4.84M | 1.31% | 28 |
|
|
2023
Q4 | $20.9M | Buy |
190,330
+6,066
| +3% | +$606K | 1.35% | 24 |
|
|
2023
Q3 | $17.8M | Buy |
184,264
+5,836
| +3% | +$613K | 1.32% | 26 |
|
|
2023
Q2 | $19.5M | Sell |
178,428
-39
| -0% | -$4.16K | 1.44% | 24 |
|
|
2023
Q1 | $18.1M | Buy |
178,467
+4,309
| +2% | +$455K | 1.44% | 23 |
|
|
2022
Q4 | $19.1M | Sell |
174,158
-308
| -0.2% | -$31.9K | 1.64% | 18 |
|
|
2022
Q3 | $16.9M | Buy |
174,466
+688
| +0.4% | +$73.3K | 1.57% | 18 |
|
|
2022
Q2 | $18.9M | Buy |
173,778
+6,354
| +4% | +$722K | 1.63% | 16 |
|
|
2022
Q1 | $19.8M | Buy |
167,424
+2,234
| +1% | +$277K | 1.5% | 17 |
|
|
2021
Q4 | $23.2M | Buy |
165,190
+94
| +0.1% | +$12K | 1.65% | 16 |
|
|
2021
Q3 | $19.5M | Buy |
165,096
+2,942
| +2% | +$361K | 1.53% | 18 |
|
|
2021
Q2 | $18.8M | Buy |
162,154
+5,529
| +4% | +$645K | 1.52% | 20 |
|
|
2021
Q1 | $18.8M | Buy |
156,625
+7,120
| +5% | +$844K | 1.68% | 17 |
|
|
2020
Q4 | $16.4M | Buy |
149,505
+8,186
| +6% | +$890K | 1.66% | 17 |
|
|
2020
Q3 | $15.4M | Buy |
141,319
+873
| +0.6% | +$88.6K | 1.86% | 16 |
|
|
2020
Q2 | $12.8M | Buy |
140,446
+5,947
| +4% | +$537K | 1.71% | 15 |
|
|
2020
Q1 | $10.6M | Buy |
134,499
+3,200
| +2% | +$267K | 1.77% | 15 |
|
|
2019
Q4 | $11.4M | Buy |
131,299
+900
| +0.7% | +$75.4K | 1.5% | 20 |
|
|
2019
Q3 | $10.9M | Buy |
130,399
+4,471
| +4% | +$380K | 1.55% | 18 |
|
|
2019
Q2 | $10.6M | Sell |
125,928
-24,775
| -16% | -$1.95M | 1.6% | 19 |
|
|
2019
Q1 | $12M | Buy |
150,703
+5,754
| +4% | +$428K | 1.94% | 11 |
|
|
2018
Q4 | $10.5M | Buy |
144,949
+3,733
| +3% | +$262K | 1.93% | 10 |
|
|
2018
Q3 | $10.4M | Buy |
141,216
+4,011
| +3% | +$263K | 1.63% | 17 |
|
|
2018
Q2 | $8.37M | Buy |
137,205
+2,663
| +2% | +$161K | 1.43% | 25 |
|
|
2018
Q1 | $8.06M | Buy |
134,542
+4,293
| +3% | +$259K | 1.45% | 22 |
|
|
2017
Q4 | $7.43M | Buy |
130,249
+2,999
| +2% | +$166K | 1.33% | 22 |
|
|
2017
Q3 | $6.79M | Buy |
127,250
+3,216
| +3% | +$161K | 1.3% | 26 |
|
|
2017
Q2 | $6.03M | Buy |
124,034
+1,421
| +1% | +$64.3K | 1.21% | 28 |
|
|
2017
Q1 | $5.45M | Sell |
122,613
-1,316
| -1% | -$56.9K | 1.12% | 35 |
|
|
2016
Q4 | $4.76M | Buy |
123,929
+1,404
| +1% | +$55.7K | 0.99% | 37 |
|
|
2016
Q3 | $5.18M | Buy |
122,525
+473
| +0.4% | +$20.3K | 1.15% | 33 |
|
|
2016
Q2 | $4.8M | Buy |
122,052
+43,478
| +55% | +$1.73M | 1.12% | 34 |
|
|
2016
Q1 | $3.29M | Buy |
78,574
+4,141
| +6% | +$164K | 0.82% | 43 |
|
|
2015
Q4 | $3.34M | Buy |
74,433
+2,757
| +4% | +$122K | 0.83% | 41 |
|
|
2015
Q3 | $2.88M | Buy |
71,676
+894
| +1% | +$42.1K | 0.78% | 44 |
|
|
2015
Q2 | $3.47M | Buy |
70,782
+709
| +1% | +$34K | 0.88% | 41 |
|
|
2015
Q1 | $3.25M | Sell |
70,073
-1,080
| -2% | -$49.6K | 0.83% | 45 |
|
|
2014
Q4 | $3.2M | Buy |
71,153
+2,762
| +4% | +$120K | 0.83% | 43 |
|
|
2014
Q3 | $2.84M | Sell |
68,391
-3,458
| -5% | -$146K | 0.75% | 46 |
|
|
2014
Q2 | $2.94M | Buy |
71,849
+20,883
| +41% | +$820K | 0.78% | 43 |
|
|
2014
Q1 | $1.96M | Sell |
50,966
-147
| -0.3% | -$5.67K | 1.23% | 41 |
|
|
2013
Q4 | $1.96M | Buy |
51,113
+189
| +0.4% | +$6.97K | 1.28% | 39 |
|
|
2013
Q3 | $1.69M | Buy |
50,924
+1,499
| +3% | +$52.6K | 1.36% | 36 |
|
|
2013
Q2 | $1.72M | Buy |
+49,425
| New | +$1.81M | 1.39% | 31 |
|
Other funds holding ABT
VCM
VPM
Smith Salley Wealth Management's ABT Position: Q1 2026 in Review
Smith Salley Wealth Management increased its Abbott (ABT) stake by 1.3% in Q1 2026, buying an estimated $276K and bringing the position to 189,613 shares worth $19.5M. The position accounts for 0.98% of the portfolio, ranked #30.
Smith Salley Wealth Management first reported a position in ABT in Q2 2013 and has held it in 52 quarters since. The position peaked at $25.1M in Q3 2025. 3,083 funds tracked by Wall St. Rank hold ABT as of Q1 2026.
- Smith Salley Wealth Management held 189,613 shares of Abbott worth $19.5M as of Q1 2026.
- Smith Salley Wealth Management bought 2,448 Abbott shares in Q1 2026, an estimated $276K.
- Abbott made up 0.98% of Smith Salley Wealth Management's portfolio in Q1 2026, its #30 holding.
- Smith Salley Wealth Management first reported a position in Abbott in Q2 2013 and has held it in 52 quarters since.
- Smith Salley Wealth Management's Abbott position peaked at $25.1M in Q3 2025.
- 3,083 funds tracked by Wall St. Rank held Abbott as of Q1 2026.
Based on Smith Salley Wealth Management's 13F filing for Q1 2026, filed 16 Apr 2026.