ABT D Abbott Laboratories COM

Ownership history in MONTAG & CALDWELL, LLC  ·  100 quarters on record

AI Ownership Summary

MONTAG & CALDWELL, LLC reported D Abbott Laboratories COM (ABT) in 100 quarterly 13F filings from 2023 Q4 through 2025 Q2. Peak portfolio weight reached 3.39% in 2025 Q1. The latest visible filing shows ABT at 3.16% 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 MONTAG & CALDWELL, LLC's position in D Abbott Laboratories COM, 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 Q2

ABT was reported at 3.16% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
3.39% in 2025 Q1

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 Q2

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 MONTAG & CALDWELL, LLC held ABT — position size vs. price
% of Fund (quarterly)    ABT price (quarter-end, indexed to 100)
📋 Quarterly Holdings History 7 quarters  
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q2 REDUCED 106,093 -4,094 -3.7% 3.16% $14.4M 2025-08-14 (Est.) $128.06
2025 Q1 REDUCED 110,187 -5,282 -4.6% 3.39% $14.6M 2025-05-13 $127.26
2024 Q4 REDUCED 115,469 -10,464 -8.3% 2.79% $13.1M 2025-02-13 $129.36
2024 Q3 REDUCED 125,933 -5,820 -4.4% 2.92% $14.4M 2024-11-12 $113.70
2024 Q2 REDUCED 131,753 -37,130 -22.0% 2.77% $13.7M 2024-08-09 $105.65
2024 Q1 REDUCED 168,883 -1,266 -0.7% 3.31% $19.2M 2024-05-01 $102.76
2023 Q4 REDUCED 170,149 -71,864 -29.7% 3.27% $18.7M 2024-02-05 $107.40
93 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

FAQ About MONTAG & CALDWELL, 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 MONTAG & CALDWELL, LLC reported owning ABT?

MONTAG & CALDWELL, LLC reported ABT across 7 quarterly 13F filings, from 2023 Q4 through 2025 Q2.

What was the largest reported ABT position in MONTAG & CALDWELL, LLC's portfolio?

The largest reported portfolio weight for ABT was 3.39% in 2025 Q1.

What is the latest reported ABT position on this page?

The most recent filing on this page is 2025 Q2, when MONTAG & CALDWELL, LLC reported 106,093 shares, equal to 3.16% of portfolio, with an estimated market value of $14.4M.

What does the chart on this ABT ownership page compare?

The chart compares MONTAG & CALDWELL, 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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