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Stiles Financial Services’s Abbott ABT Stock Holding History

Stiles Financial Services’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 		$2.5M Sell
24,382
-2,990
-11% -$338K 0.77% 46
2025
Q4 		$3.43M Sell
27,372
-835
-3% -$106K 1.06% 24
2025
Q3 		$3.78M Buy
28,207
+487
+2% +$63.9K 1.19% 20
2025
Q2 		$3.77M Buy
27,720
+1,487
+6% +$196K 1.3% 14
2025
Q1 		$3.48M Buy
26,233
+370
+1% +$47.1K 1.34% 18
2024
Q4 		$2.93M Buy
25,863
+623
+2% +$72K 1.06% 27
2024
Q3 		$2.88M Buy
25,240
+560
+2% +$61.4K 1.01% 31
2024
Q2 		$2.56M Buy
24,680
+222
+0.9% +$23.5K 0.99% 30
2024
Q1 		$2.78M Buy
24,458
+131
+0.5% +$15K 1.11% 26
2023
Q4 		$2.68M Buy
24,327
+1,884
+8% +$188K 1.22% 24
2023
Q3 		$2.17M Buy
22,443
+71
+0.3% +$7.46K 1.13% 23
2023
Q2 		$2.44M Buy
22,372
+1,911
+9% +$204K 1.21% 21
2023
Q1 		$2.07M Buy
20,461
+8
+0% +$845 1.11% 23
2022
Q4 		$2.25M Buy
20,453
+269
+1% +$27.9K 1.28% 20
2022
Q3 		$1.95M Buy
20,184
+1,539
+8% +$164K 1.19% 25
2022
Q2 		$2.03M Buy
18,645
+249
+1% +$28.3K 1.22% 23
2022
Q1 		$2.18M Buy
18,396
+898
+5% +$111K 1.09% 24
2021
Q4 		$2.46M Buy
+17,498
New +$2.24M 1.18% 22

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

Stiles Financial Services's ABT Position: Q1 2026 in Review

Stiles Financial Services reduced its Abbott (ABT) stake by 11% in Q1 2026, selling an estimated $338K and leaving 24,382 shares worth $2.5M. The position accounts for 0.77% of the portfolio, ranked #46.

Stiles Financial Services first reported a position in ABT in Q4 2021 and has held it in 18 quarters since. The position peaked at $3.78M in Q3 2025. 3,087 funds tracked by Wall St. Rank hold ABT as of Q1 2026.

  • Stiles Financial Services held 24,382 shares of Abbott worth $2.5M as of Q1 2026.
  • Stiles Financial Services sold 2,990 Abbott shares in Q1 2026, an estimated $338K.
  • Abbott made up 0.77% of Stiles Financial Services's portfolio in Q1 2026, its #46 holding.
  • Stiles Financial Services first reported a position in Abbott in Q4 2021 and has held it in 18 quarters since.
  • Stiles Financial Services's Abbott position peaked at $3.78M in Q3 2025.
  • 3,087 funds tracked by Wall St. Rank held Abbott as of Q1 2026.

Based on Stiles Financial Services's 13F filing for Q1 2026, filed 30 Apr 2026.