Beacon Financial Advisory
ABT icon

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
Q3 		$436K Buy
4,408
+464
+12% +$48.4K 0.08% 278
2026
Q2 		$358K Buy
3,944
+1,925
+95% +$176K 0.07% 301
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

Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Flossbach Von Storch
Flossbach Von Storch Cologne, Germany $19.7B AUM 7.08% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $92B AUM 22.91% 1-Year Est. Return

Beacon Financial Advisory's ABT Position: Q3 2026 in Review

Beacon Financial Advisory increased its Abbott (ABT) stake by 12% in Q3 2026, buying an estimated $48.4K and bringing the position to 4,408 shares worth $436K. The position accounts for 0.08% of the portfolio, ranked #278.

Beacon Financial Advisory first reported a position in ABT in Q3 2020 and has held it in 17 quarters since. 1,711 funds tracked by Wall St. Rank hold ABT as of Q3 2026.

  • Beacon Financial Advisory held 4,408 shares of Abbott worth $436K as of Q3 2026.
  • Beacon Financial Advisory bought 464 Abbott shares in Q3 2026, an estimated $48.4K.
  • Abbott made up 0.08% of Beacon Financial Advisory's portfolio in Q3 2026, its #278 holding.
  • Beacon Financial Advisory first reported a position in Abbott in Q3 2020 and has held it in 17 quarters since.
  • 1,711 funds tracked by Wall St. Rank held Abbott as of Q3 2026.

Based on Beacon Financial Advisory's 13F filing for Q3 2026, filed 16 Oct 2026.