Avalon Trust’s Abbott ABT Stock Holding History

Avalon Trust’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	$592K	Buy	5,763 +24	+0.4%	+$2.71K	0.04%	84
2025 Q4	$719K	Sell	5,739 -1,736	-23%	-$221K	0.05%	77
2025 Q3	$1M	Buy	7,475 +1,202	+19%	+$158K	0.07%	73
2025 Q2	$853K	Sell	6,273 -468	-7%	-$61.7K	0.06%	75
2025 Q1	$894K	Buy	6,741 +1,168	+21%	+$149K	0.07%	77
2024 Q4	$630K	Buy	5,573 +50	+0.9%	+$5.78K	0.04%	84
2024 Q3	$630K	Hold	5,523	–	–	0.05%	81
2024 Q2	$574K	Sell	5,523 -500	-8%	-$53K	0.05%	84
2024 Q1	$685K	Hold	6,023	–	–	0.06%	85
2023 Q4	$663K	Buy	6,023 +400	+7%	+$40K	0.06%	74
2023 Q3	$545K	Sell	5,623 -87	-2%	-$9.14K	0.05%	78
2023 Q2	$623K	Buy	5,710 +190	+3%	+$20.3K	0.06%	77
2023 Q1	$559K	Buy	+5,520	New	+$583K	0.06%	81

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

Avalon Trust's ABT Position: Q1 2026 in Review

Avalon Trust increased its Abbott (ABT) stake by 0.42% in Q1 2026, buying an estimated $2.71K and bringing the position to 5,763 shares worth $592K. The position accounts for 0.04% of the portfolio, ranked #84.

Avalon Trust first reported a position in ABT in Q1 2023 and has held it in 13 quarters since. The position peaked at $1M in Q3 2025. 3,086 funds tracked by Wall St. Rank hold ABT as of Q1 2026.

Avalon Trust held 5,763 shares of Abbott worth $592K as of Q1 2026.
Avalon Trust bought 24 Abbott shares in Q1 2026, an estimated $2.71K.
Abbott made up 0.04% of Avalon Trust's portfolio in Q1 2026, its #84 holding.
Avalon Trust first reported a position in Abbott in Q1 2023 and has held it in 13 quarters since.
Avalon Trust's Abbott position peaked at $1M in Q3 2025.
3,086 funds tracked by Wall St. Rank held Abbott as of Q1 2026.

Based on Avalon Trust's 13F filing for Q1 2026, filed 6 May 2026.