Westbourne Investment Advisors’s Abbott ABT Stock Holding History

Westbourne Investment 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 Q2	$608K	Sell	6,700 -506	-7%	-$46.2K	0.17%	75
2026 Q1	$740K	Sell	7,206 -10	-0.1%	-$1.13K	0.22%	68
2025 Q4	$904K	Hold	7,216	–	–	0.25%	56
2025 Q3	$967K	Hold	7,216	–	–	0.27%	54
2025 Q2	$981K	Sell	7,216 -500	-6%	-$65.9K	0.3%	51
2025 Q1	$1.02M	Sell	7,716 -98	-1%	-$12.5K	0.36%	49
2024 Q4	$884K	Buy	7,814 +98	+1%	+$11.3K	0.3%	49
2024 Q3	$880K	Sell	7,716 -50	-0.6%	-$5.48K	0.31%	50
2024 Q2	$807K	Hold	7,766	–	–	0.29%	52
2024 Q1	$883K	Hold	7,766	–	–	0.33%	51
2023 Q4	$855K	Hold	7,766	–	–	0.34%	50
2023 Q3	$752K	Hold	7,766	–	–	0.35%	49
2023 Q2	$847K	Hold	7,766	–	–	0.38%	50
2023 Q1	$786K	Hold	7,766	–	–	0.38%	53
2022 Q4	$853K	Sell	7,766 -1,400	-15%	-$145K	0.43%	51
2022 Q3	$887K	Buy	+9,166	New	+$977K	0.47%	51
2022 Q2	–	Sell	-9,766	Closed	-$1.16M	–	80
2022 Q1	$1.16M	Hold	9,766	–	–	0.48%	45
2021 Q4	$1.37M	Hold	9,766	–	–	0.54%	43
2021 Q3	$1.15M	Hold	9,766	–	–	0.53%	43
2021 Q2	$1.13M	Sell	9,766 -100	-1%	-$11.7K	0.51%	43
2021 Q1	$1.18M	Hold	9,866	–	–	0.59%	42
2020 Q4	$1.08M	Hold	9,866	–	–	0.63%	35
2020 Q3	$1.07M	Sell	9,866 -230	-2%	-$23.3K	1.23%	19
2020 Q2	$923K	Sell	10,096 -765	-7%	-$69.1K	1.14%	20
2020 Q1	$857K	Sell	10,861 -100	-0.9%	-$8.34K	0.79%	36
2019 Q4	$952K	Sell	10,961 -484	-4%	-$40.5K	0.65%	44
2019 Q3	$958K	Sell	11,445 -1,000	-8%	-$85K	0.72%	42
2019 Q2	$1.05M	Hold	12,445	–	–	0.85%	35
2019 Q1	$995K	Sell	12,445 -135	-1%	-$10K	0.76%	40
2018 Q4	$910K	Hold	12,580	–	–	0.78%	42
2018 Q3	$923K	Buy	12,580 +3,000	+31%	+$197K	0.67%	43
2018 Q2	$584K	Sell	9,580 -300	-3%	-$18.2K	0.5%	53
2018 Q1	$592K	Hold	9,880	–	–	0.47%	61
2017 Q4	$564K	Sell	9,880 -50	-0.5%	-$2.77K	0.43%	61
2017 Q3	$530K	Sell	9,930 -100	-1%	-$5.02K	0.41%	62
2017 Q2	$488K	Hold	10,030	–	–	0.4%	67
2017 Q1	$445K	Sell	10,030 -300	-3%	-$13K	0.37%	73
2016 Q4	$397K	Sell	10,330 -1,300	-11%	-$51.5K	0.35%	71
2016 Q3	$492K	Sell	11,630 -575	-5%	-$24.6K	0.44%	63
2016 Q2	$480K	Buy	12,205 +500	+4%	+$19.9K	0.43%	64
2016 Q1	$490K	Hold	11,705	–	–	0.47%	64
2015 Q4	$526K	Hold	11,705	–	–	0.51%	56
2015 Q3	$471K	Sell	11,705 -200	-2%	-$9.43K	0.47%	66
2015 Q2	$584K	Buy	+11,905	New	+$572K	0.53%	59

Other funds holding ABT

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Westbourne Investment Advisors's ABT Position: Q2 2026 in Review

Westbourne Investment Advisors reduced its Abbott (ABT) stake by 7% in Q2 2026, selling an estimated $46.2K and leaving 6,700 shares worth $608K. The position accounts for 0.17% of the portfolio, ranked #75.

Westbourne Investment Advisors first reported a position in ABT in Q2 2015 and has held it in 44 quarters since. The position peaked at $1.37M in Q4 2021. 2,963 funds tracked by Wall St. Rank hold ABT as of Q2 2026.

Westbourne Investment Advisors held 6,700 shares of Abbott worth $608K as of Q2 2026.
Westbourne Investment Advisors sold 506 Abbott shares in Q2 2026, an estimated $46.2K.
Abbott made up 0.17% of Westbourne Investment Advisors's portfolio in Q2 2026, its #75 holding.
Westbourne Investment Advisors first reported a position in Abbott in Q2 2015 and has held it in 44 quarters since.
Westbourne Investment Advisors's Abbott position peaked at $1.37M in Q4 2021.
2,963 funds tracked by Wall St. Rank held Abbott as of Q2 2026.

Based on Westbourne Investment Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.