ABT ABBOTT LABS

Ownership history in PATRICK M SWEENEY & ASSOCIATES, INC  ·  9 quarters on record

AI Ownership Summary

PATRICK M SWEENEY & ASSOCIATES, INC reported ABBOTT LABS (ABT) in 9 quarterly 13F filings from 2023 Q4 through 2025 Q4. Peak portfolio weight reached 7.44% in 2023 Q4. The latest visible filing shows ABT at 5.83% 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 PATRICK M SWEENEY & ASSOCIATES, INC'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 5.83% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
7.44% 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 PATRICK M SWEENEY & ASSOCIATES, INC held ABT — position size vs. price
% of Fund (quarterly)    ABT price (quarter-end, indexed to 100)
📋 Quarterly Holdings History 9 quarters  
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 REDUCED 74,355 -20 -0.0% 5.83% $9.3M 2026-02-14 (Est.) $112.68
2025 Q3 ADDED 74,375 +41 +0.1% 6.44% $10.0M 2025-11-12 $128.17
2025 Q2 REDUCED 74,334 -75 -0.1% 6.87% $10.0M 2025-08-13 $128.18
2025 Q1 REDUCED 74,409 -25 -0.0% 7.37% $9.9M 2025-04-14 $125.60
2024 Q4 REDUCED 74,434 -5 -0.0% 6.31% $8.4M 2025-01-22 $115.61
2024 Q3 ADDED 74,439 +167 +0.2% 6.24% $8.5M 2024-10-22 $113.39
2024 Q2 ADDED 74,272 +271 +0.4% 6.24% $7.7M 2024-07-17 $101.74
2024 Q1 ADDED 74,001 +100 +0.1% 6.92% $8.4M 2024-04-25 $103.31
2023 Q4 INITIATED 73,901 7.44% $8.1M 2024-02-06 $109.67

FAQ About PATRICK M SWEENEY & ASSOCIATES, INC and ABT

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

How long has PATRICK M SWEENEY & ASSOCIATES, INC reported owning ABT?

PATRICK M SWEENEY & ASSOCIATES, INC reported ABT across 9 quarterly 13F filings, from 2023 Q4 through 2025 Q4.

What was the largest reported ABT position in PATRICK M SWEENEY & ASSOCIATES, INC's portfolio?

The largest reported portfolio weight for ABT was 7.44% in 2023 Q4.

What is the latest reported ABT position on this page?

The most recent filing on this page is 2025 Q4, when PATRICK M SWEENEY & ASSOCIATES, INC reported 74,355 shares, equal to 5.83% of portfolio, with an estimated market value of $9.3M.

What does the chart on this ABT ownership page compare?

The chart compares PATRICK M SWEENEY & ASSOCIATES, INC'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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