Annex Advisory Services, LLC

SEC CIK: 0001542287
Latest filing: Jul 10, 2026

SEC filings (opens in a new tab)

ABT holding history

Abbott Laboratories in every 13F filed by Annex Advisory Services, LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

ABT overview All 13F holders of ABT Full Q2 2026 holdings

Shares (Q2 2026): 38,737
Value: $3.52M
% of portfolio: 0.1%
Quarters held: 22; Since Q1 2021

Holdings of ABT by Annex Advisory Services, LLC, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q2 2026	38,737	$3.52M	0.1%	−2,902−7.0%	Reduced	Holders
Q1 2026	41,639	$4.28M	0.1%	−45,365−52.1%	Reduced	Holders
Q4 2025	87,004	$10.9M	0.2%	+8,950+11.5%	Added	Holders
Q3 2025	78,054	$10.5M	0.2%	+2,048+2.7%	Added	Holders
Q2 2025	76,006	$10.3M	0.2%	+3,059+4.2%	Added	Holders
Q1 2025	72,947	$9.68M	0.3%	−81−0.1%	Reduced	Holders
Q4 2024	73,028	$8.26M	0.2%	+3,177+4.5%	Added	Holders
Q3 2024	69,851	$7.96M	0.3%	+3,268+4.9%	Added	Holders
Q2 2024	66,583	$6.92M	0.2%	+3,097+4.9%	Added	Holders
Q1 2024	63,486	$7.22M	0.3%	+279+0.4%	Added	Holders
Q4 2023	63,207	$6.96M	0.3%	−27,461−30.3%	Reduced	Holders
Q3 2023	90,668	$8.78M	0.5%	+3,608+4.1%	Added	Holders
Q2 2023	87,060	$9.49M	0.5%	+234+0.3%	Added	Holders
Q1 2023	86,826	$8.79M	0.5%	+22,990+36.0%	Added	Holders
Q4 2022	63,836	$7.01M	0.4%	+3,743+6.2%	Added	Holders
Q3 2022	60,093	$5.82M	0.4%	+30,146+100.7%	Added	Holders
Q2 2022	29,947	$3.25M	0.2%	+702+2.4%	Added	Holders
Q1 2022	29,245	$3.46M	0.3%	−190−0.6%	Reduced	Holders
Q4 2021	29,435	$4.14M	0.3%	+979+3.4%	Added	Holders
Q3 2021	28,456	$3.36M	0.3%	−1,238−4.2%	Reduced	Holders
Q2 2021	29,694	$3.44M	0.3%	+431+1.5%	Added	Holders
Q1 2021	29,263	$3.51M	0.3%	–	–	Holders

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.