Abbott Laboratories
MX ˙ BMV ˙ US0028241000
SecurityMX:ABT / Abbott Laboratories
InstitutionConcord Wealth Partners
Latest Disclosed Ownership16,449 shares
Latest Disclosed Value $ 1,688,782
Concord Wealth Partners reports 14.90% increase in ownership of ABT / Abbott Laboratories

On May 1, 2026 - Concord Wealth Partners filed a 13F-HR form disclosing ownership of 16,449 shares of Abbott Laboratories (MX:ABT) valued at $1,688,782 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 29, 2026 disclosing 14,316 shares of Abbott Laboratories. This represents a change in shares of 14.90% during the quarter.

Institutional Ownership: 13F and NPORT Filings

The Security and Class in the table below are shown exactly as filed by the investor. We do our best to track continuity of investments through acquisitions, and this will be reflected in the table as changes in names. In addition to descriptive data, performance of the investment is shown over time. To calculate quarterly performance, we first calculate cost basis of the shares purchased during the quarter, then use that to calculate gross profit. Quarterly return is Gross Profit / Starting Portfolio value.

Note that cost basis is calculated and stored in thousands, so small quarterly changes in shares frequently result in a cost basis of zero.

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Disclosed Equity Positions (from 13F/NPORT Filings)
File
Date
Effective
Date
Form Security Class ID Avg Price
Paid (Est)
Reported
Shares
ΔShares ΔShares
(%)
Reported
Value
(x1000)
ΔValue
(%)
Alloc
(%)
ΔAlloc ΔAlloc (%) Cost Basis
(x1000)
Unrealized
Gain/Loss
(x1000)
2026-05-01 2026-03-31 13F ABBOTT LABORATORIES COM 002824100 16,449 2,133 14.90 1,689 -5.86 0.2192
2026-01-29 2025-12-31 13F ABBOTT LABS COM 002824100 14,316 864 6.42 1,794 -0.44 0.2330
2025-11-05 2025-09-30 13F ABBOTT LABS COM 002824100 13,452 387 2.96 1,802 1.41 0.2487
2025-07-25 2025-06-30 13F ABBOTT LABS COM 002824100 13,065 -2,764 -17.46 1,777 -15.39 0.2591
2025-05-02 2025-03-31 13F ABBOTT LABS COM 002824100 15,829 -1,413 -8.20 2,100 7.64 0.3448
2025-01-24 2024-12-31 13F ABBOTT LABS COM 002824100 17,242 1,142 7.09 1,950 6.27 0.3194
2024-10-24 2024-09-30 13F ABBOTT LABS COM 002824100 16,100 1,289 8.70 1,836 19.23 0.3062
2024-07-31 2024-06-30 13F ABBOTT LABS COM 002824100 14,811 1,071 7.79 1,539 -1.41 0.2713
2024-04-30 2024-03-31 13F ABBOTT LABS COM 002824100 13,740 1,569 12.89 1,562 16.58 0.2810
2024-04-30 2023-12-31 13F/A-1 ABBOTT LABS COM 002824100 12,171 9,391 337.81 1,340 397.77 0.2682
2024-02-06 2023-12-31 13F ABBOTT LABS COM 002824100 12,171 9,391 1,340 0.2682
2024-04-30 2023-09-30 13F/A-1 ABBOTT LABS COM 002824100 2,780 1,920 223.26 269 189.25 0.0572
2023-10-25 2023-09-30 13F ABBOTT LABS COM 002824100 2,780 1,920 269 0.0572
2023-08-08 2023-06-30 13F ABBOTT LABS COM 002824100 860 228 36.08 94 47.62 0.0202
2023-04-26 2023-03-31 13F ABBOTT LABS COM 002824100 632 -615 -49.32 64 -53.68 0.0182
2023-01-30 2022-12-31 13F ABBOTT LABS COM 002824100 1,247 1,247 137 0.0412
2022-11-10 2022-09-30 13F ABBOTT LABS COM 002824100 0 -2,118 -100.00 0 -100.00
2022-08-04 2022-06-30 13F ABBOTT LABS COM 002824100 2,118 -495 -18.94 230 -25.57 0.0631
2022-04-20 2022-03-31 13F ABBOTT LABS COM 002824100 2,613 305 13.21 309 -4.92 0.0800
2022-01-21 2021-12-31 13F ABBOTT LABS COM 002824100 2,308 1,787 342.99 325 424.19 0.0795
2021-11-09 2021-09-30 13F ABBOTT LABS COM 002824100 521 -1,089 -67.64 62 -66.84 0.0254
2021-07-29 2021-06-30 13F ABBOTT LABS COM 002824100 1,610 -281 -14.86 187 -17.62 0.0536
2021-05-13 2021-03-31 13F ABBOTT LABS COM 002824100 1,891 122 6.90 227 17.01 0.0765
2021-02-16 2020-12-31 13F ABBOTT LABS COM 002824100 1,769 1,769 194 0.1496
Legend
Shares
The total number of shares held by the institution at the end of the reporting period (the effective date). This is provided in the filing.
Value
The total value of the shares as of the effective date. This is provided in the filing.
Avg. Share Price
The weighted average share price of the shares held by the institution. We use FIFO accounting to determine this price
Class
This is the security class as indicated by the filer. There are a variety of values for this field. Common values include "EC" = equity common, "EP" - equity preferred
Allocation (%)
The percent of the institution's portfolio that this position represents. This is provided in NPORT filings. For 13F filings, we calculate it.
Change in Allocation
The change in allocation from the prior reporting period. This is calculated as current allocation - prior allocation.
Change in Allocation (%)
The percent change in allocation from the prior reporting period. This is calculated as (current allocation - prior allocation) / prior allocation.
Cost Basis
The total cost of the shares held. This is calculated as reported shares * avg. share price
Unrealized Gain/Loss
This is the market value of the position as of the effective date minus the cost basis.