Slocum, Gordon & Co LLP ABT ABBOTT LABS

Ownership history in Slocum, Gordon & Co LLP  ·  11 quarters on record

AI Ownership Summary

Slocum, Gordon & Co LLP reported ABBOTT LABS (ABT) in 11 quarterly 13F filings from 2023 Q4 through 2026 Q1. Peak portfolio weight reached 0.47% in 2025 Q2. The latest visible filing shows ABT at 0.27% 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 Slocum, Gordon & 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
2026 Q1

ABT was reported at 0.27% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.47% 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 Slocum, Gordon & Co LLP 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 3,800 -450 -10.6% 0.27% $390K 2026-04-15 $101.56
2025 Q4 UNCHANGED 4,250 0% 0.39% $532K 2026-01-26 $108.09
2025 Q3 UNCHANGED 4,250 0% 0.45% $569K 2025-10-17 $127.09
2025 Q2 UNCHANGED 4,250 0% 0.47% $578K 2025-08-19 $129.20
2025 Q1 UNCHANGED 4,250 0% 0.42% $564K 2025-04-23 $127.24
2024 Q4 UNCHANGED 4,250 0% 0.40% $481K 2025-01-28 $124.26
2024 Q3 UNCHANGED 4,250 0% 0.19% $485K 2024-11-04 $114.16
2024 Q2 UNCHANGED 4,250 0% 0.33% $442K 2024-08-05 $104.92
2024 Q1 REDUCED 9.6% -8.8% 4,250 -450 -9.6% 0.36% $483K 2024-05-02 $101.76
2023 Q4 UNCHANGED 4,700 0% 0.45% $517K 2024-02-14 $107.13
1 older quarter hidden  —  Sign in free or upgrade to Premium to see full history

FAQ About Slocum, Gordon & 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 Slocum, Gordon & Co LLP reported owning ABT?

Slocum, Gordon & Co LLP reported ABT across 10 quarterly 13F filings, from 2023 Q4 through 2026 Q1.

What was the largest reported ABT position in Slocum, Gordon & Co LLP's portfolio?

The largest reported portfolio weight for ABT was 0.47% in 2025 Q2.

What is the latest reported ABT position on this page?

The most recent filing on this page is 2026 Q1, when Slocum, Gordon & Co LLP reported 3,800 shares, equal to 0.27% of portfolio, with an estimated market value of $390K.

What does the chart on this ABT ownership page compare?

The chart compares Slocum, Gordon & 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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