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Sound Financial Strategies Group’s Abbott ABT Stock Holding History

Sound Financial Strategies Group’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 		$267K Sell
2,597
-3,133
-55% -$354K 0.18% 87
2025
Q4 		$718K Buy
5,730
+465
+9% +$59.2K 0.51% 49
2025
Q3 		$705K Sell
5,265
-468
-8% -$61.4K 0.51% 61
2025
Q2 		$780K Buy
5,733
+207
+4% +$27.3K 0.66% 45
2025
Q1 		$733K Sell
5,526
-2,223
-29% -$283K 0.65% 59
2024
Q4 		$876K Buy
7,749
+979
+14% +$113K 0.73% 25
2024
Q3 		$772K Buy
6,770
+141
+2% +$15.5K 0.62% 45
2024
Q2 		$689K Buy
6,629
+3,978
+150% +$422K 0.6% 42
2024
Q1 		$301K Buy
2,651
+48
+2% +$5.5K 0.25% 55
2023
Q4 		$287K Sell
2,603
-2,012
-44% -$201K 0.24% 57
2023
Q3 		$447K Sell
4,615
-395
-8% -$41.5K 0.37% 55
2023
Q2 		$546K Buy
+5,010
New +$534K 0.4% 54
2022
Q1 		– Sell
-5,029
Closed -$708K – 66
2021
Q4 		$708K Sell
5,029
-148
-3% -$18.9K 0.35% 42
2021
Q3 		$612K Sell
5,177
-25
-0.5% -$3.07K 0.31% 51
2021
Q2 		$603K Buy
5,202
+200
+4% +$23.3K 0.3% 70
2021
Q1 		$599K Sell
5,002
-371
-7% -$44K 0.31% 48
2020
Q4 		$588K Buy
5,373
+190
+4% +$20.7K 0.32% 54
2020
Q3 		$564K Sell
5,183
-85
-2% -$8.62K 0.36% 31
2020
Q2 		$482K Sell
5,268
-1
-0% -$90 0.31% 34
2020
Q1 		$416K Sell
5,269
-12,150
-70% -$1.01M 0.28% 45
2019
Q4 		$1.51M Buy
+17,419
New +$1.46M 0.96% 31

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

Sound Financial Strategies Group's ABT Position: Q1 2026 in Review

Sound Financial Strategies Group reduced its Abbott (ABT) stake by 55% in Q1 2026, selling an estimated $354K and leaving 2,597 shares worth $267K. The position accounts for 0.18% of the portfolio, ranked #87.

Sound Financial Strategies Group first reported a position in ABT in Q4 2019 and has held it in 21 quarters since. The position peaked at $1.51M in Q4 2019. 3,087 funds tracked by Wall St. Rank hold ABT as of Q1 2026.

  • Sound Financial Strategies Group held 2,597 shares of Abbott worth $267K as of Q1 2026.
  • Sound Financial Strategies Group sold 3,133 Abbott shares in Q1 2026, an estimated $354K.
  • Abbott made up 0.18% of Sound Financial Strategies Group's portfolio in Q1 2026, its #87 holding.
  • Sound Financial Strategies Group first reported a position in Abbott in Q4 2019 and has held it in 21 quarters since.
  • Sound Financial Strategies Group's Abbott position peaked at $1.51M in Q4 2019.
  • 3,087 funds tracked by Wall St. Rank held Abbott as of Q1 2026.

Based on Sound Financial Strategies Group's 13F filing for Q1 2026, filed 8 May 2026.