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Souders Financial Advisors’s Abbott ABT Stock Holding History

Souders Financial Advisors’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 		$1.57M Sell
15,270
-1,326
-8% -$150K 0.18% 72
2025
Q4 		$2.08M Sell
16,596
-604
-4% -$76.9K 0.24% 56
2025
Q3 		$2.3M Sell
17,200
-148
-0.9% -$19.4K 0.27% 52
2025
Q2 		$2.36M Sell
17,348
-4,163
-19% -$549K 0.3% 47
2025
Q1 		$2.85M Sell
21,511
-10,521
-33% -$1.34M 0.4% 48
2024
Q4 		$3.62M Sell
32,032
-10,161
-24% -$1.17M 0.51% 48
2024
Q3 		$4.81M Sell
42,193
-1,071
-2% -$117K 0.67% 39
2024
Q2 		$4.5M Buy
43,264
+1,734
+4% +$184K 0.68% 39
2024
Q1 		$4.72M Buy
41,530
+736
+2% +$84.4K 0.74% 38
2023
Q4 		$4.49M Buy
40,794
+1,381
+4% +$138K 0.77% 35
2023
Q3 		$3.82M Buy
39,413
+2,992
+8% +$314K 0.73% 42
2023
Q2 		$3.97M Sell
36,421
-1,797
-5% -$192K 0.76% 40
2023
Q1 		$3.87M Buy
38,218
+1,115
+3% +$118K 0.82% 34
2022
Q4 		$4.07M Buy
37,103
+1,394
+4% +$144K 0.93% 29
2022
Q3 		$3.46M Buy
35,709
+8,445
+31% +$900K 0.94% 29
2022
Q2 		$2.96M Buy
27,264
+937
+4% +$106K 0.85% 33
2022
Q1 		$3.12M Buy
26,327
+686
+3% +$85K 0.9% 34
2021
Q4 		$3.61M Buy
25,641
+237
+0.9% +$30.3K 1.04% 25
2021
Q3 		$3M Buy
25,404
+298
+1% +$36.6K 0.97% 33
2021
Q2 		$2.91M Buy
25,106
+454
+2% +$52.9K 0.98% 31
2021
Q1 		$2.95M Buy
24,652
+317
+1% +$37.6K 1.16% 25
2020
Q4 		$2.66M Buy
24,335
+350
+1% +$38K 1.16% 25
2020
Q3 		$2.66M Buy
23,985
+584
+2% +$59.2K 1.26% 23
2020
Q2 		$2.14M Buy
23,401
+7,314
+45% +$661K 1.22% 25
2020
Q1 		$1.27M Buy
+16,087
New +$1.34M 1.12% 23

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

Souders Financial Advisors's ABT Position: Q1 2026 in Review

Souders Financial Advisors reduced its Abbott (ABT) stake by 8% in Q1 2026, selling an estimated $150K and leaving 15,270 shares worth $1.57M. The position accounts for 0.18% of the portfolio, ranked #72.

Souders Financial Advisors first reported a position in ABT in Q1 2020 and has held it in 25 quarters since. The position peaked at $4.81M in Q3 2024. 3,089 funds tracked by Wall St. Rank hold ABT as of Q1 2026.

  • Souders Financial Advisors held 15,270 shares of Abbott worth $1.57M as of Q1 2026.
  • Souders Financial Advisors sold 1,326 Abbott shares in Q1 2026, an estimated $150K.
  • Abbott made up 0.18% of Souders Financial Advisors's portfolio in Q1 2026, its #72 holding.
  • Souders Financial Advisors first reported a position in Abbott in Q1 2020 and has held it in 25 quarters since.
  • Souders Financial Advisors's Abbott position peaked at $4.81M in Q3 2024.
  • 3,089 funds tracked by Wall St. Rank held Abbott as of Q1 2026.

Based on Souders Financial Advisors's 13F filing for Q1 2026, filed 4 May 2026.