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Beacon Financial Advisory’s Abbott ABT Stock Holding History

Beacon Financial Advisory’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 		$207K Buy
2,019
+14
+0.7% +$1.58K 0.05% 388
2025
Q4 		$251K Sell
2,005
-868
-30% -$111K 0.06% 327
2025
Q3 		$385K Buy
2,873
+325
+13% +$42.7K 0.09% 246
2025
Q2 		$347K Buy
2,548
+697
+38% +$91.9K 0.09% 254
2025
Q1 		$245K Sell
1,851
-34
-2% -$4.33K 0.07% 283
2024
Q4 		$213K Buy
1,885
+125
+7% +$14.4K 0.07% 279
2024
Q3 		$201K Buy
+1,760
New +$193K 0.07% 286
2022
Q3 		– Sell
-2,084
Closed -$226K – 191
2022
Q2 		$226K Buy
2,084
+228
+12% +$25.9K 0.13% 195
2022
Q1 		$220K Sell
1,856
-284
-13% -$35.2K 0.11% 214
2021
Q4 		$301K Sell
2,140
-95
-4% -$12.2K 0.14% 181
2021
Q3 		$264K Sell
2,235
-197
-8% -$24.2K 0.14% 185
2021
Q2 		$282K Buy
2,432
+42
+2% +$4.9K 0.15% 169
2021
Q1 		$286K Sell
2,390
-31
-1% -$3.67K 0.16% 156
2020
Q4 		$265K Buy
2,421
+456
+23% +$49.6K 0.17% 156
2020
Q3 		$213K Buy
+1,965
New +$199K 0.19% 159

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

Beacon Financial Advisory's ABT Position: Q1 2026 in Review

Beacon Financial Advisory increased its Abbott (ABT) stake by 0.7% in Q1 2026, buying an estimated $1.58K and bringing the position to 2,019 shares worth $207K. The position accounts for 0.05% of the portfolio, ranked #388.

Beacon Financial Advisory first reported a position in ABT in Q3 2020 and has held it in 15 quarters since. The position peaked at $385K in Q3 2025. 3,090 funds tracked by Wall St. Rank hold ABT as of Q1 2026.

  • Beacon Financial Advisory held 2,019 shares of Abbott worth $207K as of Q1 2026.
  • Beacon Financial Advisory bought 14 Abbott shares in Q1 2026, an estimated $1.58K.
  • Abbott made up 0.05% of Beacon Financial Advisory's portfolio in Q1 2026, its #388 holding.
  • Beacon Financial Advisory first reported a position in Abbott in Q3 2020 and has held it in 15 quarters since.
  • Beacon Financial Advisory's Abbott position peaked at $385K in Q3 2025.
  • 3,090 funds tracked by Wall St. Rank held Abbott as of Q1 2026.

Based on Beacon Financial Advisory's 13F filing for Q1 2026, filed 27 Apr 2026.