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American Trust Investment Advisors’s Abbott ABT Stock Holding History

American Trust Investment Advisors’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
Q2 		– Sell
-2,555
Closed -$339K – 83
2025
Q1 		$339K Sell
2,555
-45
-2% -$5.73K 0.14% 89
2024
Q4 		$294K Buy
2,600
+60
+2% +$6.93K 0.12% 100
2024
Q3 		$290K Buy
+2,540
New +$279K 0.12% 101
2016
Q1 		– Sell
-6,410
Closed -$288K – 69
2015
Q4 		$288K Hold
6,410
– – 0.32% 51
2015
Q3 		$258K Sell
6,410
-525
-8% -$24.8K 0.3% 51
2015
Q2 		$340K Sell
6,935
-150
-2% -$7.2K 0.34% 54
2015
Q1 		$328K Sell
7,085
-280
-4% -$12.9K 0.33% 51
2014
Q4 		$332K Buy
+7,365
New +$321K 0.35% 51

Other funds holding ABT

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

American Trust Investment Advisors's ABT Position: Q2 2025 in Review

American Trust Investment Advisors sold out of Abbott (ABT) in Q2 2025, closing a stake of 2,555 shares — an estimated $339K sold.

American Trust Investment Advisors first reported a position in ABT in Q4 2014 and held it in 8 quarters. The position peaked at $340K in Q2 2015. 3,184 funds tracked by Wall St. Rank hold ABT as of Q2 2025.

  • American Trust Investment Advisors reported no remaining Abbott position as of Q2 2025 after selling out during the quarter.
  • American Trust Investment Advisors sold 2,555 Abbott shares in Q2 2025, an estimated $339K.
  • American Trust Investment Advisors first reported a position in Abbott in Q4 2014 and held it in 8 quarters.
  • American Trust Investment Advisors's Abbott position peaked at $340K in Q2 2015.
  • 3,184 funds tracked by Wall St. Rank held Abbott as of Q2 2025.

Based on American Trust Investment Advisors's 13F filing for Q2 2025, filed 14 Aug 2025.