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BCS Private Wealth Management’s Abbott ABT Stock Holding History

BCS Private 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
-2,750
Closed -$345K – 188
2025
Q4 		$345K Sell
2,750
-3,665
-57% -$467K 0.12% 135
2025
Q3 		$859K Sell
6,415
-20
-0.3% -$2.63K 0.31% 61
2025
Q2 		$875K Buy
+6,435
New +$849K 0.33% 60

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

BCS Private Wealth Management's ABT Position: Q1 2026 in Review

BCS Private Wealth Management sold out of Abbott (ABT) in Q1 2026, closing a stake of 2,750 shares — an estimated $345K sold.

BCS Private Wealth Management first reported a position in ABT in Q2 2025 and held it in 3 quarters. The position peaked at $875K in Q2 2025. 3,083 funds tracked by Wall St. Rank hold ABT as of Q1 2026.

  • BCS Private Wealth Management reported no remaining Abbott position as of Q1 2026 after selling out during the quarter.
  • BCS Private Wealth Management sold 2,750 Abbott shares in Q1 2026, an estimated $345K.
  • BCS Private Wealth Management first reported a position in Abbott in Q2 2025 and held it in 3 quarters.
  • BCS Private Wealth Management's Abbott position peaked at $875K in Q2 2025.
  • 3,083 funds tracked by Wall St. Rank held Abbott as of Q1 2026.

Based on BCS Private Wealth Management's 13F filing for Q1 2026, filed 21 Apr 2026.