S&CO INC ABT D ABBOTT LABS COM

Ownership history in S&CO INC  ·  100 quarters on record

AI Ownership Summary

S&CO INC reported D ABBOTT LABS COM (ABT) in 100 quarterly 13F filings from 2023 Q4 through 2026 Q1. Peak portfolio weight reached 2.28% in 2025 Q1. The latest visible filing shows ABT at 1.27% 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 S&CO INC's position in D ABBOTT LABS 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
2026 Q1

ABT was reported at 1.27% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
2.28% 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 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 S&CO INC 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 Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 REDUCED 199,720 -26,990 -11.9% 1.27% $21K 2026-05-07 $87.01
2025 Q4 REDUCED 226,710 -1,263 -0.6% 1.76% $28.4M 2026-02-05 $108.40
2025 Q3 REDUCED 6.9% -6.6% 227,973 -16,992 -6.9% 1.87% $30.5M 2025-11-06 $123.55
2025 Q2 REDUCED 244,965 -11,299 -4.4% 2.14% $33.3M 2025-08-07 $130.00
2025 Q1 REDUCED 256,264 -6,382 -2.4% 2.28% $34.0M 2025-05-08 $131.32
2024 Q4 UNCHANGED 262,646 0% 2.02% $29.7M 2025-02-07 $125.90
2024 Q3 ADDED 262,646 +3,135 +1.2% 1.96% $29.9M 2024-11-07 $111.88
2024 Q2 REDUCED 259,511 -7,228 -2.7% 1.88% $27.0M 2024-08-08 $106.01
2024 Q1 UNCHANGED 266,739 0% 2.14% $30.3M 2024-05-09 $100.56
2023 Q4 ADDED 266,739 +208 +0.1% 2.25% $29.4M 2024-02-12 $107.58
90 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

FAQ About S&CO 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 S&CO INC reported owning ABT?

S&CO INC reported ABT across 10 quarterly 13F filings, from 2023 Q4 through 2026 Q1.

What was the largest reported ABT position in S&CO INC's portfolio?

The largest reported portfolio weight for ABT was 2.28% in 2025 Q1.

What is the latest reported ABT position on this page?

The most recent filing on this page is 2026 Q1, when S&CO INC reported 199,720 shares, equal to 1.27% of portfolio, with an estimated market value of $21K.

What does the chart on this ABT ownership page compare?

The chart compares S&CO 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.

How well did S&CO INC time their ABT position?

Based on 13F filing dates vs. subsequent ABT price moves, S&CO INC correctly timed 39 out of 75 reported position changes (52%). The annualised alpha on ABT relative to SPY over the holding period was -0.6%.

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