ABT ABBOTT LABORATORIES

Ownership history in Sara-Bay Financial  ·  24 quarters on record

AI Ownership Summary

Sara-Bay Financial reported ABBOTT LABORATORIES (ABT) in 24 quarterly 13F filings from 2023 Q4 through 2026 Q1. Peak portfolio weight reached 0.5% in 2025 Q2. The latest visible filing shows ABT at 0.33% 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 Sara-Bay Financial's position in ABBOTT LABORATORIES, 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
2026 Q1

ABT was reported at 0.33% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.5% in 2025 Q2

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 2026 Q1

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 Sara-Bay Financial held ABT — position size vs. price
% of Fund (quarterly)    ABT price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 10 quarters  
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 REDUCED 10,618 -130 -1.2% 0.33% $1.1M 2026-04-17 $96.81
2025 Q4 ADDED 10,748 +550 +5.4% 0.40% $1.4M 2026-01-20 $120.38
2025 Q3 UNCHANGED 10,198 0% 0.38% $1.4M 2025-10-10 $130.50
2025 Q2 ADDED 10,198 +1,782 +21.2% 0.50% $1.4M 2025-07-15 $129.44
2025 Q1 ADDED 8,416 +709 +9.2% 0.49% $1.1M 2025-04-11 $123.77
2024 Q4 ADDED 7,707 +67 +0.9% 0.32% $869K 2025-01-15 $108.37
2024 Q3 REDUCED 7,640 -5 -0.1% 0.32% $871K 2024-10-07 $109.49
2024 Q2 REDUCED 7,645 -19 -0.2% 0.32% $794K 2024-07-19 $98.54
2024 Q1 UNCHANGED 7,664 0% 0.39% $859K 2024-04-16 $104.92
2023 Q4 REDUCED 7,664 -24 -0.3% 0.41% $844K 2024-01-12 $108.91
14 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

FAQ About Sara-Bay Financial and ABT

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

How long has Sara-Bay Financial reported owning ABT?

Sara-Bay Financial reported ABT across 10 quarterly 13F filings, from 2023 Q4 through 2026 Q1.

What was the largest reported ABT position in Sara-Bay Financial's portfolio?

The largest reported portfolio weight for ABT was 0.50% in 2025 Q2.

What is the latest reported ABT position on this page?

The most recent filing on this page is 2026 Q1, when Sara-Bay Financial reported 10,618 shares, equal to 0.33% of portfolio, with an estimated market value of $1.1M.

What does the chart on this ABT ownership page compare?

The chart compares Sara-Bay Financial'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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