ABT β€” Abbott Labs

Ownership history in BARTLETT & CO. WEALTH MANAGEMENT LLC  Β·  9 quarters on record

AI Ownership Summary

BARTLETT & CO. WEALTH MANAGEMENT LLC reported Abbott Labs (ABT) in 9 quarterly 13F filings from 2023 Q4 through 2025 Q4. Peak portfolio weight reached 2.46% in 2023 Q4. The latest visible filing shows ABT at 1.66% 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 BARTLETT & CO. WEALTH MANAGEMENT LLC's position in Abbott Labs, 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 Q4

ABT was reported at 1.66% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
2.46% 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 2025 Q4

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 BARTLETT & CO. WEALTH MANAGEMENT LLC held ABT β€” position size vs. price
% of Fund (quarterly)    ABT price (quarter-end, indexed to 100)
πŸ“‹ Quarterly Holdings History 9 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 REDUCED 1,011,054 -15,032 -1.5% 1.66% $126.7M 2026-02-14 (Est.) $112.68
2025 Q3 REDUCED 1,026,086 -31,066 -2.9% 1.82% $137.4M 2025-10-09 $132.05
2025 Q2 ADDED 1,057,152 +5,045 +0.5% 2.01% $143.8M 2025-07-18 $122.50
2025 Q1 REDUCED 1,052,107 -15,519 -1.5% 2.06% $139.6M 2025-04-24 $127.59
2024 Q4 REDUCED 1,067,626 -4,315 -0.4% 1.75% $120.8M 2025-01-17 $111.39
2024 Q3 REDUCED 1,071,941 -9,201 -0.9% 1.75% $122.2M 2024-10-17 $115.11
2024 Q2 REDUCED 1,081,142 -19,276 -1.8% 1.70% $112.3M 2024-07-12 $100.75
2024 Q1 ADDED 1,100,418 +77,341 +7.6% 1.92% $125.1M 2024-05-09 $101.19
2023 Q4 INITIATED 1,023,077 β€” β€” 2.46% $122.6M 2024-02-14 $107.80

FAQ About BARTLETT & CO. 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 BARTLETT & CO. WEALTH MANAGEMENT LLC reported owning ABT?

BARTLETT & CO. WEALTH MANAGEMENT LLC reported ABT across 9 quarterly 13F filings, from 2023 Q4 through 2025 Q4.

What was the largest reported ABT position in BARTLETT & CO. WEALTH MANAGEMENT LLC's portfolio?

The largest reported portfolio weight for ABT was 2.46% in 2023 Q4.

What is the latest reported ABT position on this page?

The most recent filing on this page is 2025 Q4, when BARTLETT & CO. WEALTH MANAGEMENT LLC reported 1,011,054 shares, equal to 1.66% of portfolio, with an estimated market value of $126.7M.

What does the chart on this ABT ownership page compare?

The chart compares BARTLETT & CO. 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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