Aprio Wealth Management’s Abbott ABT Stock Holding History

Aprio 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
2026 Q1	$1.41M	Sell	13,698 -1,002	-7%	-$113K	0.08%	153
2025 Q4	$1.84M	Buy	14,700 +7,861	+115%	+$1M	0.11%	131
2025 Q3	$916K	Buy	6,839 +684	+11%	+$89.8K	0.09%	133
2025 Q2	$837K	Sell	6,155 -856	-12%	-$113K	0.09%	123
2025 Q1	$930K	Buy	7,011 +1,611	+30%	+$205K	0.12%	113
2024 Q4	$611K	Buy	5,400 +1,724	+47%	+$199K	0.09%	121
2024 Q3	$419K	Buy	3,676 +1,198	+48%	+$131K	0.07%	141
2024 Q2	$257K	Sell	2,478 -957	-28%	-$101K	0.05%	196
2024 Q1	$390K	Buy	3,435 +868	+34%	+$99.5K	0.08%	120
2023 Q4	$283K	Buy	2,567 +156	+6%	+$15.6K	0.06%	142
2023 Q3	$233K	Buy	+2,411	New	+$253K	0.06%	142

Other funds holding ABT

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

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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

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

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

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

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

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

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

Aprio Wealth Management's ABT Position: Q1 2026 in Review

Aprio Wealth Management reduced its Abbott (ABT) stake by 6.8% in Q1 2026, selling an estimated $113K and leaving 13,698 shares worth $1.41M. The position accounts for 0.08% of the portfolio, ranked #153.

Aprio Wealth Management first reported a position in ABT in Q3 2023 and has held it in 11 quarters since. The position peaked at $1.84M in Q4 2025. 3,086 funds tracked by Wall St. Rank hold ABT as of Q1 2026.

Aprio Wealth Management held 13,698 shares of Abbott worth $1.41M as of Q1 2026.
Aprio Wealth Management sold 1,002 Abbott shares in Q1 2026, an estimated $113K.
Abbott made up 0.08% of Aprio Wealth Management's portfolio in Q1 2026, its #153 holding.
Aprio Wealth Management first reported a position in Abbott in Q3 2023 and has held it in 11 quarters since.
Aprio Wealth Management's Abbott position peaked at $1.84M in Q4 2025.
3,086 funds tracked by Wall St. Rank held Abbott as of Q1 2026.

Based on Aprio Wealth Management's 13F filing for Q1 2026, filed 11 May 2026.