1858 Wealth Management’s Abbott ABT Stock Holding History

1858 Wealth Management’s Portfolio ABT Stock Details ABT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$768K	Sell	5,735 -692	-11%	-$90.8K	0.54%	43
2025 Q2	$874K	Hold	6,427	–	–	0.64%	43
2025 Q1	$853K	Sell	6,427 -2	-0%	-$255	0.72%	45
2024 Q4	$727K	Hold	6,429	–	–	0.58%	52
2024 Q3	$733K	Hold	6,429	–	–	0.6%	49
2024 Q2	$668K	Buy	6,429 +35	+0.5%	+$3.71K	0.55%	54
2024 Q1	$704K	Hold	6,394	–	–	0.67%	47
2023 Q4	$704K	Buy	+6,394	New	+$639K	0.67%	47

Other funds holding ABT

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

1858 Wealth Management's ABT Position: Q3 2025 in Review

1858 Wealth Management reduced its Abbott (ABT) stake by 11% in Q3 2025, selling an estimated $90.8K and leaving 5,735 shares worth $768K. The position accounts for 0.54% of the portfolio, ranked #43.

1858 Wealth Management first reported a position in ABT in Q4 2023 and has held it in 8 quarters since. The position peaked at $874K in Q2 2025. 3,173 funds tracked by Wall St. Rank hold ABT as of Q3 2025.

1858 Wealth Management held 5,735 shares of Abbott worth $768K as of Q3 2025.
1858 Wealth Management sold 692 Abbott shares in Q3 2025, an estimated $90.8K.
Abbott made up 0.54% of 1858 Wealth Management's portfolio in Q3 2025, its #43 holding.
1858 Wealth Management first reported a position in Abbott in Q4 2023 and has held it in 8 quarters since.
1858 Wealth Management's Abbott position peaked at $874K in Q2 2025.
3,173 funds tracked by Wall St. Rank held Abbott as of Q3 2025.

Based on 1858 Wealth Management's 13F filing for Q3 2025, filed 14 Nov 2025.