TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV ABT ABBOTT LABS

Ownership history in TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV  ·  12 quarters on record

AI Ownership Summary

TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV reported ABBOTT LABS (ABT) in 12 quarterly 13F filings from 2024 Q1 through 2025 Q3. Peak portfolio weight reached 0.1% in 2024 Q1. The latest visible filing shows ABT at 0.07% 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 TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV'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 Q3

ABT was reported at 0.07% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.1% in 2024 Q1

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q1 to 2025 Q3

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 TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV 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 6 quarters  
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q3 UNCHANGED 1,550 0% 0.07% $208K 2025-10-16 $126.20
2025 Q2 REDUCED 15.1% -1.7% 1,550 -275 -15.1% 0.08% $211K 2025-07-16 $129.68
2025 Q1 ADDED 1,825 +4 +0.2% 0.09% $242K 2025-04-21 $127.29
2024 Q4 ADDED 1,821 +10 +0.6% 0.08% $206K 2025-02-06 $125.07
2024 Q3 REDUCED 20.1% -0.6% 1,811 -456 -20.1% 0.08% $206K 2024-10-21 $113.52
2024 Q1 ADDED 2,267 +531 +30.6% 0.10% $258K 2024-04-29 $103.06
6 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

FAQ About TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV and ABT

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

How long has TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV reported owning ABT?

TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV reported ABT across 6 quarterly 13F filings, from 2024 Q1 through 2025 Q3.

What was the largest reported ABT position in TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV's portfolio?

The largest reported portfolio weight for ABT was 0.10% in 2024 Q1.

What is the latest reported ABT position on this page?

The most recent filing on this page is 2025 Q3, when TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV reported 1,550 shares, equal to 0.07% of portfolio, with an estimated market value of $208K.

What does the chart on this ABT ownership page compare?

The chart compares TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV'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 TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV time their ABT position?

Based on 13F filing dates vs. subsequent ABT price moves, TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV correctly timed 6 out of 8 reported position changes (75%). The annualised alpha on ABT relative to SPY over the holding period was -4.4%.

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