BFS
ABT icon

Bard Financial Services’s Abbott ABT Stock Holding History

Bard Financial Services’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 		$7.18M Sell
53,610
-550
-1% -$72.2K 0.79% 37
2025
Q2 		$7.37M Sell
54,160
-575
-1% -$75.8K 0.88% 34
2025
Q1 		$7.26M Sell
54,735
-400
-0.7% -$50.9K 0.89% 33
2024
Q4 		$6.24M Sell
55,135
-1,000
-2% -$116K 0.75% 39
2024
Q3 		$6.4M Sell
56,135
-5,800
-9% -$636K 0.76% 39
2024
Q2 		$6.44M Sell
61,935
-350
-0.6% -$37.1K 0.67% 42
2024
Q1 		$7.08M Sell
62,285
-2,270
-4% -$260K 0.75% 37
2023
Q4 		$7.11M Buy
64,555
+1,765
+3% +$176K 0.8% 35
2023
Q3 		$6.08M Sell
62,790
-610
-1% -$64.1K 0.75% 38
2023
Q2 		$6.91M Sell
63,400
-750
-1% -$79.9K 0.52% 57
2023
Q1 		$6.5M Hold
64,150
– – 0.52% 56
2022
Q4 		$7.04M Sell
64,150
-1,150
-2% -$119K 0.6% 46
2022
Q3 		$6.32M Sell
65,300
-350
-0.5% -$37.3K 0.59% 42
2022
Q2 		$7.31M Sell
65,650
-750
-1% -$85.2K 0.67% 39
2022
Q1 		$7.86M Sell
66,400
-375
-0.6% -$46.5K 0.64% 44
2021
Q4 		$9.4M Hold
66,775
– – 0.76% 32
2021
Q3 		$7.89M Sell
66,775
-1,250
-2% -$154K 0.7% 40
2021
Q2 		$7.89M Hold
68,025
– – 0.7% 39
2021
Q1 		$8.15M Sell
68,025
-3,825
-5% -$453K 0.79% 35
2020
Q4 		$7.87M Buy
+71,850
New +$7.81M 0.79% 34

Other funds holding ABT

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Bard Financial Services's ABT Position: Q3 2025 in Review

Bard Financial Services reduced its Abbott (ABT) stake by 1% in Q3 2025, selling an estimated $72.2K and leaving 53,610 shares worth $7.18M. The position accounts for 0.79% of the portfolio, ranked #37.

Bard Financial Services first reported a position in ABT in Q4 2020 and has held it in 20 quarters since. The position peaked at $9.4M in Q4 2021. 3,180 funds tracked by Wall St. Rank hold ABT as of Q3 2025.

  • Bard Financial Services held 53,610 shares of Abbott worth $7.18M as of Q3 2025.
  • Bard Financial Services sold 550 Abbott shares in Q3 2025, an estimated $72.2K.
  • Abbott made up 0.79% of Bard Financial Services's portfolio in Q3 2025, its #37 holding.
  • Bard Financial Services first reported a position in Abbott in Q4 2020 and has held it in 20 quarters since.
  • Bard Financial Services's Abbott position peaked at $9.4M in Q4 2021.
  • 3,180 funds tracked by Wall St. Rank held Abbott as of Q3 2025.

Based on Bard Financial Services's 13F filing for Q3 2025, filed 17 Oct 2025.