ABT β€” Abbott Labs

Ownership history in J. Stern & Co. LLP  Β·  9 quarters on record

AI Ownership Summary

J. Stern & Co. LLP reported Abbott Labs (ABT) in 9 quarterly 13F filings from 2023 Q4 through 2025 Q4. Peak portfolio weight reached 4.37% in 2023 Q4. The latest visible filing shows ABT at 3.35% 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 J. Stern & Co. LLP'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 3.35% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
4.37% 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 J. Stern & Co. LLP 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 ADDED 39,319,009 +39,005,451 +12439.6% 3.35% $39.3M 2026-02-14 (Est.) $112.68
2025 Q3 REDUCED 313,558 -38,149 -10.8% 3.18% $42.0M 2025-11-14 $129.93
2025 Q2 ADDED 351,707 +10,921 +3.2% 4.00% $46.8M 2025-08-14 $128.06
2025 Q1 ADDED 340,786 +25,353 +8.0% 4.33% $45.2M 2025-05-14 $126.78
2024 Q4 ADDED 315,433 +16,300 +5.4% 3.36% $35.7M 2025-02-14 $128.20
2024 Q3 ADDED 299,133 +3,977 +1.3% 3.63% $34.1M 2024-11-13 $113.02
2024 Q2 ADDED 295,156 +10,316 +3.6% 3.65% $30.7M 2024-08-14 $106.80
2024 Q1 ADDED 284,840 +72,913 +34.4% 4.09% $32.4M 2024-05-15 $101.11
2023 Q4 INITIATED 211,927 β€” β€” 4.37% $24.0M 2024-02-13 $107.11

FAQ About J. Stern & Co. LLP and ABT

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

How long has J. Stern & Co. LLP reported owning ABT?

J. Stern & Co. LLP reported ABT across 9 quarterly 13F filings, from 2023 Q4 through 2025 Q4.

What was the largest reported ABT position in J. Stern & Co. LLP's portfolio?

The largest reported portfolio weight for ABT was 4.37% in 2023 Q4.

What is the latest reported ABT position on this page?

The most recent filing on this page is 2025 Q4, when J. Stern & Co. LLP reported 39,319,009 shares, equal to 3.35% of portfolio, with an estimated market value of $39.3M.

What does the chart on this ABT ownership page compare?

The chart compares J. Stern & Co. LLP'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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