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Baker Tilly Wealth Management’s Abbott ABT Stock Holding History

Baker Tilly 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 		– Sell
-2,436
Closed -$305K – 281
2025
Q4 		$305K Sell
2,436
-1,006
-29% -$128K 0.08% 218
2025
Q3 		$461K Sell
3,442
-2,049
-37% -$269K 0.1% 161
2025
Q2 		$747K Buy
5,491
+1,803
+49% +$238K 0.27% 84
2025
Q1 		$489K Sell
3,688
-332
-8% -$42.3K 0.19% 119
2024
Q4 		$455K Buy
4,020
+32
+0.8% +$3.7K 0.18% 127
2024
Q3 		$455K Sell
3,988
-2,128
-35% -$233K 0.2% 122
2024
Q2 		$636K Sell
6,116
-22,097
-78% -$2.34M 0.26% 92
2024
Q1 		$3.21M Buy
28,213
+4,990
+21% +$572K 0.58% 31
2023
Q4 		$2.56M Sell
23,223
-2,783
-11% -$278K 0.42% 49
2023
Q3 		$2.52M Sell
26,006
-7,450
-22% -$782K 0.42% 50
2023
Q2 		$3.65M Buy
33,456
+7
+0% +$746 0.38% 61
2023
Q1 		$3.39M Sell
33,449
-2,731
-8% -$288K 0.38% 61
2022
Q4 		$3.97M Sell
36,180
-244
-0.7% -$25.3K 0.49% 51
2022
Q3 		$3.52M Sell
36,424
-1,279
-3% -$136K 0.48% 47
2022
Q2 		$4.1M Sell
37,703
-16,707
-31% -$1.9M 0.54% 43
2022
Q1 		$6.44M Buy
54,410
+5,308
+11% +$658K 0.71% 24
2021
Q4 		$6.91M Buy
49,102
+6,776
+16% +$867K 0.74% 18
2021
Q3 		$5M Buy
42,326
+5,042
+14% +$619K 0.66% 23
2021
Q2 		$4.32M Buy
37,284
+2,970
+9% +$346K 0.7% 23
2021
Q1 		$4.11M Buy
34,314
+5,276
+18% +$625K 0.84% 15
2020
Q4 		$3.18M Buy
+29,038
New +$3.16M 0.98% 17

Other funds holding ABT

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital Research Global Investors
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
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 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

Baker Tilly Wealth Management's ABT Position: Q1 2026 in Review

Baker Tilly Wealth Management sold out of Abbott (ABT) in Q1 2026, closing a stake of 2,436 shares — an estimated $305K sold.

Baker Tilly Wealth Management first reported a position in ABT in Q4 2020 and held it in 21 quarters. The position peaked at $6.91M in Q4 2021. 3,087 funds tracked by Wall St. Rank hold ABT as of Q1 2026.

  • Baker Tilly Wealth Management reported no remaining Abbott position as of Q1 2026 after selling out during the quarter.
  • Baker Tilly Wealth Management sold 2,436 Abbott shares in Q1 2026, an estimated $305K.
  • Baker Tilly Wealth Management first reported a position in Abbott in Q4 2020 and held it in 21 quarters.
  • Baker Tilly Wealth Management's Abbott position peaked at $6.91M in Q4 2021.
  • 3,087 funds tracked by Wall St. Rank held Abbott as of Q1 2026.

Based on Baker Tilly Wealth Management's 13F filing for Q1 2026, filed 10 Apr 2026.