Barry Investment Advisors’s Abbott ABT Stock Holding History

Barry 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
2026 Q1	–	Sell	-1,712	Closed	-$214K	–	100
2025 Q4	$214K	Sell	1,712 -185	-10%	-$23.6K	0.05%	92
2025 Q3	$254K	Sell	1,897 -15	-0.8%	-$1.97K	0.06%	89
2025 Q2	$260K	Buy	1,912 +5	+0.3%	+$659	0.06%	87
2025 Q1	$253K	Sell	1,907 -13	-0.7%	-$1.65K	0.07%	92
2024 Q4	$217K	Sell	1,920 -225	-10%	-$26K	0.07%	102
2024 Q3	$245K	Sell	2,145 -15	-0.7%	-$1.65K	0.07%	101
2024 Q2	$224K	Buy	2,160 +1	+0%	+$106	0.08%	106
2024 Q1	$245K	Sell	2,159 -155	-7%	-$17.8K	0.08%	103
2023 Q4	$255K	Sell	2,314 -201	-8%	-$20.1K	0.09%	91
2023 Q3	$244K	Sell	2,515 -23	-0.9%	-$2.42K	0.09%	99
2023 Q2	$277K	Sell	2,538 -24	-0.9%	-$2.56K	0.09%	95
2023 Q1	$259K	Buy	2,562 +5	+0.2%	+$528	0.09%	96
2022 Q4	$281K	Buy	2,557 +122	+5%	+$12.6K	0.09%	94
2022 Q3	$236K	Buy	2,435 +40	+2%	+$4.26K	0.08%	103
2022 Q2	$260K	Sell	2,395 -1,381	-37%	-$157K	0.08%	106
2022 Q1	$447K	Buy	3,776 +340	+10%	+$42.1K	0.12%	90
2021 Q4	$484K	Buy	3,436 +1,041	+43%	+$133K	0.13%	84
2021 Q3	$283K	Buy	2,395 +6	+0.3%	+$737	0.08%	95
2021 Q2	$277K	Buy	2,389 +525	+28%	+$61.2K	0.07%	92
2021 Q1	$223K	Buy	+1,864	New	+$221K	0.06%	102

Other funds holding ABT

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

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

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

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

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 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