ABT β€” ABBOTT LABORATORIES

Ownership history in 49 WEALTH MANAGEMENT, LLC  Β·  7 quarters on record

AI Ownership Summary

49 WEALTH MANAGEMENT, LLC reported ABBOTT LABORATORIES (ABT) in 7 quarterly 13F filings from 2024 Q1 through 2025 Q3. Peak portfolio weight reached 0.07% in 2024 Q3. The latest visible filing shows ABT at 0.03% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this ABT ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was 49 WEALTH MANAGEMENT, LLC's position in ABBOTT LABORATORIES, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q3

ABT was reported at 0.03% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.07% in 2024 Q3

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q1 to 2025 Q3

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How 49 WEALTH MANAGEMENT, LLC held ABT β€” position size vs. price
% of Fund (quarterly)    ABT price (quarter-end, indexed to 100)
πŸ“‹ Quarterly Holdings History 7 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q3 REDUCED 2,367 -1,451 -38.0% 0.03% $317K 2025-11-12 $128.17
2025 Q2 ADDED 3,818 +131 +3.6% 0.06% $519K 2025-08-07 $130.81
2025 Q1 REDUCED 3,687 -347 -8.6% 0.06% $489K 2025-04-30 $128.94
2024 Q4 ADDED 4,034 +326 +8.8% 0.07% $456K 2025-02-18 $127.78
2024 Q3 ADDED 3,708 +1,270 +52.1% 0.07% $423K 2024-11-12 $113.70
2024 Q2 ADDED 2,438 +510 +26.5% 0.05% $252K 2024-07-30 $102.36
2024 Q1 INITIATED 1,928 β€” β€” 0.05% $212K 2024-05-07 $102.64

FAQ About 49 WEALTH MANAGEMENT, LLC and ABT

These are the practical questions this page is built to answer before you even open the full history table.

How long has 49 WEALTH MANAGEMENT, LLC reported owning ABT?

49 WEALTH MANAGEMENT, LLC reported ABT across 7 quarterly 13F filings, from 2024 Q1 through 2025 Q3.

What was the largest reported ABT position in 49 WEALTH MANAGEMENT, LLC's portfolio?

The largest reported portfolio weight for ABT was 0.07% in 2024 Q3.

What is the latest reported ABT position on this page?

The most recent filing on this page is 2025 Q3, when 49 WEALTH MANAGEMENT, LLC reported 2,367 shares, equal to 0.03% of portfolio, with an estimated market value of $317K.

What does the chart on this ABT ownership page compare?

The chart compares 49 WEALTH MANAGEMENT, LLC's quarterly ABT portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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