Letters by company
Abbott Laboratories
5 letters discussing ABT. Everything written about it on this site is on its ticker page.
- Alpha Wealth Funds The Insiders Fund 3rd Quarter 2026 Partner Letter The Insiders Fund took profits in Cencora, exited Pool, cut Alphabet and retained high cash equivalents amid a market led narrowly by AI infrastructure. It backed Energy Transfer, Rockwell Automation, healthcare names, Borr Drilling, Matador Resources and new holding Grab on insider buying, domestic-energy demand and automation. 3rd Quarter 2026 ABT $189BBORR $1BBSX $65B
- Southeastern Asset Management Longleaf Partners Fund 3Q26 Commentary Longleaf Partners Fund argues that short-term earnings disappointments at Mattel, Rayonier, Fortune Brands and Albertsons obscure their long-term value, while stronger operators including People, MGM, Abbott, EXOR and CNX remain mispriced. The fund added Universal Music Group, trimmed Avantor near appraisal value and increased Fortune Brands after its decline. 3Q26 ABT $189BACI $6.1BAVTR $11B
- Davenport Asset Management The Davenport Funds Quarterly Update Davenport warns that crowded AI infrastructure and semiconductor enthusiasm has displaced value-oriented shares, prompting a more risk-averse stance. Across its funds, the firm trimmed Marvell and UnitedHealth, added Constellation and Berkshire, initiated Stryker, Abbott, IFF and SoFi, and exited impaired Verra Mobility, Caesars and Casey’s. Q2 2026 ABT $189BACN $150BIFF $21B
- Matrix Asset Advisors Capital Markets Commentary and Quarterly Report: 2nd Quarter 2026 Matrix Asset Advisors added Consumer Staples, Healthcare and selected pressured Technology names while trimming holdings that had become oversized or reached target prices. The firm initiated Abbott Laboratories and McDonald’s in its dividend strategy, reduced equity overweighting in balanced accounts, and continued to favor bonds maturing within five years. 2nd Quarter 2026 ABT $189BMCD $194B
- Davenport Asset Management The Davenport Funds Quarterly Update: First Quarter Update 2026 Davenport’s funds trimmed energy holdings after the Iran conflict lifted oil prices and redeployed capital into technology, industrials and real assets discounted by AI-disruption and cyclical fears. New purchases included Constellation Energy, Union Pacific, Weyerhaeuser, live-events businesses, REIT specialists, Microsoft, Broadridge and Abbott Laboratories. First Quarter 2026 ABT $189BACN $150BBR $22B
