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Valley Wealth Managers’s Abbott ABT Stock Holding History

Valley Wealth Managers’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 		$92.6K Buy
902
+260
+40% +$29.4K 0.01% 185
2025
Q4 		$80.4K Hold
642
– – 0.01% 198
2025
Q3 		$86K Buy
642
+192
+43% +$25.2K 0.01% 186
2025
Q2 		$61.2K Sell
450
-574
-56% -$75.7K ﹤0.01% 192
2025
Q1 		$136K Sell
1,024
-109
-10% -$13.9K 0.01% 177
2024
Q4 		$128K Hold
1,133
– – 0.01% 184
2024
Q3 		$129K Sell
1,133
-2,450
-68% -$269K 0.01% 188
2024
Q2 		$372K Sell
3,583
-143
-4% -$15.2K 0.03% 167
2024
Q1 		$423K Sell
3,726
-89
-2% -$10.2K 0.03% 153
2023
Q4 		$420K Sell
3,815
-455
-11% -$45.5K 0.03% 146
2023
Q3 		$414K Sell
4,270
-377
-8% -$39.6K 0.03% 150
2023
Q2 		$507K Buy
4,647
+5
+0.1% +$533 0.05% 120
2023
Q1 		$470K Buy
4,642
+80
+2% +$8.45K 0.04% 125
2022
Q4 		$501K Buy
4,562
+24
+0.5% +$2.48K 0.05% 123
2022
Q3 		$439K Sell
4,538
-267
-6% -$28.5K 0.04% 125
2022
Q2 		$522K Sell
4,805
-1,518
-24% -$172K 0.05% 127
2022
Q1 		$749K Sell
6,323
-176
-3% -$21.8K 0.06% 113
2021
Q4 		$914K Buy
6,499
+238
+4% +$30.5K 0.07% 111
2021
Q3 		$739K Buy
6,261
+68
+1% +$8.35K 0.06% 114
2021
Q2 		$718K Buy
6,193
+722
+13% +$84.2K 0.06% 118
2021
Q1 		$655K Buy
5,471
+1,000
+22% +$118K 0.06% 115
2020
Q4 		$489K Sell
4,471
-92
-2% -$10K 0.05% 121
2020
Q3 		$497K Sell
4,563
-6,744
-60% -$684K 0.05% 122
2020
Q2 		$1.03M Sell
11,307
-3,278
-22% -$296K 0.12% 102
2020
Q1 		$1.15M Sell
14,585
-1,460
-9% -$122K 0.15% 96
2019
Q4 		$1.39M Sell
16,045
-2,215
-12% -$186K 0.14% 95
2019
Q3 		$1.53M Buy
18,260
+12,503
+217% +$1.06M 0.16% 93
2019
Q2 		$484K Sell
5,757
-947
-14% -$74.5K 0.05% 145
2019
Q1 		$536K Buy
6,704
+3,137
+88% +$233K 0.06% 148
2018
Q4 		$258K Buy
+3,567
New +$251K 0.03% 147

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

Valley Wealth Managers's ABT Position: Q1 2026 in Review

Valley Wealth Managers increased its Abbott (ABT) stake by 40% in Q1 2026, buying an estimated $29.4K and bringing the position to 902 shares worth $92.6K. The position accounts for 0.01% of the portfolio, ranked #185.

Valley Wealth Managers first reported a position in ABT in Q4 2018 and has held it in 30 quarters since. The position peaked at $1.53M in Q3 2019. 3,086 funds tracked by Wall St. Rank hold ABT as of Q1 2026.

  • Valley Wealth Managers held 902 shares of Abbott worth $92.6K as of Q1 2026.
  • Valley Wealth Managers bought 260 Abbott shares in Q1 2026, an estimated $29.4K.
  • Abbott made up 0.01% of Valley Wealth Managers's portfolio in Q1 2026, its #185 holding.
  • Valley Wealth Managers first reported a position in Abbott in Q4 2018 and has held it in 30 quarters since.
  • Valley Wealth Managers's Abbott position peaked at $1.53M in Q3 2019.
  • 3,086 funds tracked by Wall St. Rank held Abbott as of Q1 2026.

Based on Valley Wealth Managers's 13F filing for Q1 2026, filed 6 May 2026.