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Summit Trail Advisors’s Abbott ABT Stock Holding History

Summit Trail 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 		$6.31M Buy
61,451
+3,272
+6% +$369K 0.09% 124
2025
Q4 		$7.29M Sell
58,179
-3,031
-5% -$386K 0.13% 100
2025
Q3 		$8.2M Buy
61,210
+2,728
+5% +$358K 0.11% 94
2025
Q2 		$7.95M Buy
+58,482
New +$7.71M 0.14% 88
2024
Q4 		– Sell
-28,035
Closed -$3.2M – 394
2024
Q3 		$3.2M Buy
28,035
+7,804
+39% +$856K 0.08% 116
2024
Q2 		$2.1M Sell
20,231
-1,792
-8% -$190K 0.06% 140
2024
Q1 		$2.5M Sell
22,023
-1,973
-8% -$226K 0.07% 111
2023
Q4 		$2.64M Buy
23,996
+2,219
+10% +$222K 0.09% 86
2023
Q3 		$2.11M Sell
21,777
-2,808
-11% -$295K 0.08% 92
2023
Q2 		$2.68M Buy
24,585
+13,195
+116% +$1.41M 0.1% 85
2023
Q1 		$1.15M Buy
11,390
+2,316
+26% +$245K 0.05% 114
2022
Q4 		$996K Sell
9,074
-341
-4% -$35.3K 0.04% 118
2022
Q3 		$911K Sell
9,415
-4,592
-33% -$489K 0.05% 115
2022
Q2 		$1.52M Sell
14,007
-3,094
-18% -$351K 0.09% 94
2022
Q1 		$2.02M Buy
17,101
+6,066
+55% +$752K 0.16% 67
2021
Q4 		$1.55M Buy
+11,035
New +$1.41M 0.1% 104
2020
Q4 		– Sell
-3,134
Closed -$352K – 188
2020
Q3 		$352K Buy
+3,134
New +$318K 0.07% 133
2019
Q1 		– Sell
-3,245
Closed -$235K – 85
2018
Q4 		$235K Sell
3,245
-7,581
-70% -$533K 0.08% 92
2018
Q3 		$794K Buy
+10,826
New +$711K 0.18% 69
2018
Q2 		– Sell
-18,403
Closed -$769K – 479
2018
Q1 		$769K Buy
18,403
+2,923
+19% +$176K 0.13% 160
2017
Q4 		$938K Buy
+15,480
New +$858K 0.12% 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

Summit Trail Advisors's ABT Position: Q1 2026 in Review

Summit Trail Advisors increased its Abbott (ABT) stake by 5.6% in Q1 2026, buying an estimated $369K and bringing the position to 61,451 shares worth $6.31M. The position accounts for 0.09% of the portfolio, ranked #124.

Summit Trail Advisors first reported a position in ABT in Q4 2017 and has held it in 21 quarters since. The position peaked at $8.2M in Q3 2025. 3,087 funds tracked by Wall St. Rank hold ABT as of Q1 2026.

  • Summit Trail Advisors held 61,451 shares of Abbott worth $6.31M as of Q1 2026.
  • Summit Trail Advisors bought 3,272 Abbott shares in Q1 2026, an estimated $369K.
  • Abbott made up 0.09% of Summit Trail Advisors's portfolio in Q1 2026, its #124 holding.
  • Summit Trail Advisors first reported a position in Abbott in Q4 2017 and has held it in 21 quarters since.
  • Summit Trail Advisors's Abbott position peaked at $8.2M in Q3 2025.
  • 3,087 funds tracked by Wall St. Rank held Abbott as of Q1 2026.

Based on Summit Trail Advisors's 13F filing for Q1 2026, filed 12 May 2026.