ARBOR TRUST WEALTH ADVISORS, LLC ABT Abbott Laboratories

Ownership history in ARBOR TRUST WEALTH ADVISORS, LLC  ·  26 quarters on record

AI Ownership Summary

ARBOR TRUST WEALTH ADVISORS, LLC reported Abbott Laboratories (ABT) in 26 quarterly 13F filings from 2023 Q4 through 2026 Q1. Peak portfolio weight reached 3.23% in 2023 Q4. The latest visible filing shows ABT at 2.02% 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. Older history is available after unlock; the visible window still shows the most recent pattern.

What this ABT ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was ARBOR TRUST WEALTH ADVISORS, 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
2026 Q1

ABT was reported at 2.02% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
3.23% in 2023 Q4

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

Time in book
Holding Window
2023 Q4 to 2026 Q1

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 ARBOR TRUST WEALTH ADVISORS, LLC held ABT — position size vs. price
% of Fund (quarterly)    ABT price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 10 quarters  
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 REDUCED 44,743 -1,898 -4.1% 2.02% $4.6M 2026-04-29 $91.33
2025 Q4 REDUCED 46,641 -381 -0.8% 2.56% $5.8M 2026-02-05 $108.40
2025 Q3 REDUCED 47,022 -314 -0.7% 2.84% $6.3M 2025-11-10 $124.47
2025 Q2 REDUCED 47,336 -45 -0.1% 3.15% $6.4M 2025-08-07 $130.00
2025 Q1 ADDED 47,381 +226 +0.5% 2.95% $6.3M 2025-04-28 $126.94
2024 Q4 REDUCED 47,155 -941 -2.0% 2.50% $5.3M 2025-01-16 $111.11
2024 Q3 UNCHANGED 48,096 0% 2.62% $5.0M 2024-10-23 $113.54
2024 Q2 REDUCED 48,096 -480 -1.0% 2.62% $5.0M 2024-08-02 $107.51
2024 Q1 REDUCED 48,576 -716 -1.5% 2.97% $5.4M 2024-04-15 $104.61
2023 Q4 ADDED 49,292 +95 +0.2% 3.23% $5.4M 2024-01-30 $108.48
16 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

FAQ About ARBOR TRUST WEALTH ADVISORS, 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 ARBOR TRUST WEALTH ADVISORS, LLC reported owning ABT?

ARBOR TRUST WEALTH ADVISORS, LLC reported ABT across 10 quarterly 13F filings, from 2023 Q4 through 2026 Q1.

What was the largest reported ABT position in ARBOR TRUST WEALTH ADVISORS, LLC's portfolio?

The largest reported portfolio weight for ABT was 3.23% in 2023 Q4.

What is the latest reported ABT position on this page?

The most recent filing on this page is 2026 Q1, when ARBOR TRUST WEALTH ADVISORS, LLC reported 44,743 shares, equal to 2.02% of portfolio, with an estimated market value of $4.6M.

What does the chart on this ABT ownership page compare?

The chart compares ARBOR TRUST WEALTH ADVISORS, 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.

How well did ARBOR TRUST WEALTH ADVISORS, LLC time their ABT position?

Based on 13F filing dates vs. subsequent ABT price moves, ARBOR TRUST WEALTH ADVISORS, LLC correctly timed 11 out of 24 reported position changes (46%). The annualised alpha on ABT relative to SPY over the holding period was -10.8%.

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