ABT — ABBOTT LABS

Ownership history in CONSCIOUS WEALTH INVESTMENTS, LLC  ·  9 quarters on record

This page tracks every 13F SEC filing in which CONSCIOUS WEALTH INVESTMENTS, LLC reported a position in ABBOTT LABS (ABT). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Peak position
2.53% (2025 Q1)
Avg. % of fund
2.1%
First filed
2023 Q4
Last filed
2025 Q4
Quarters held
9
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 ADDED 33,165 +5,555 +20.1% 2.17% $3.6M $124.66
2025 Q3 ADDED 27,610 +126 +0.5% 2.02% $3.4M $132.67
2025 Q2 ADDED 27,484 +135 +0.5% 2.25% $3.5M $134.12
2025 Q1 ADDED 27,349 +2,099 +8.3% 2.53% $3.6M $130.21
5 older quarters hidden  —  Sign in free or upgrade to Premium to see full history
% of Fund (quarterly)    ABT price (monthly, adj. close)

Other funds also holding ABT

As of 2025 Q4 — sorted by position size

Livelsberger Financial Advisory 16.33% CURA WEALTH ADVISORS, LLC 10.82% PATRICK M SWEENEY & ASSOCIATES, INC 5.83% Sugar Maple Asset Management, LLC 5.64% Milestone Resources Group Ltd 3Y 7Y 5.58% COERENTE CAPITAL MANAGEMENT 3Y 5.06% Tandem Investment Advisors, Inc. 3Y 7Y 4.63% America First Investment Advisors, LLC 3Y 7Y 4.54% HENDLEY & CO INC 3Y 7Y 4.45% Bruce & Co., Inc. 3Y 7Y 4.42%
← Back to CONSCIOUS WEALTH INVESTMENTS, LLC Holdings