BFG
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Beacon Financial Group’s Abbott ABT Stock Holding History

Beacon Financial Group’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
Q2 		$749K Buy
8,254
+316
+4% +$28.8K 0.07% 199
2026
Q1 		$815K Sell
7,938
-595
-7% -$67.2K 0.08% 181
2025
Q4 		$1.07M Sell
8,533
-78
-0.9% -$9.94K 0.11% 162
2025
Q3 		$1.15M Buy
8,611
+139
+2% +$18.2K 0.11% 160
2025
Q2 		$1.15M Sell
8,472
-36
-0.4% -$4.75K 0.12% 158
2025
Q1 		$1.13M Sell
8,508
-948
-10% -$121K 0.12% 152
2024
Q4 		$1.07M Sell
9,456
-12
-0.1% -$1.39K 0.12% 152
2024
Q3 		$1.08M Buy
9,468
+341
+4% +$37.4K 0.12% 150
2024
Q2 		$948K Sell
9,127
-150
-2% -$15.9K 0.11% 158
2024
Q1 		$1.05M Sell
9,277
-522
-5% -$59.8K 0.12% 151
2023
Q4 		$1.08M Sell
9,799
-30
-0.3% -$3K 0.13% 146
2023
Q3 		$1.01M Sell
9,829
-216
-2% -$22.7K 0.14% 134
2023
Q2 		$1.08M Sell
10,045
-489
-5% -$52.1K 0.15% 128
2023
Q1 		$1.09M Sell
10,534
-2,984
-22% -$315K 0.15% 127
2022
Q4 		$1.48M Buy
13,518
+172
+1% +$17.8K 0.2% 114
2022
Q3 		$1.31M Sell
13,346
-10
-0.1% -$1.07K 0.2% 108
2022
Q2 		$1.44M Buy
13,356
+53
+0.4% +$6.02K 0.21% 108
2022
Q1 		$1.6M Buy
13,303
+116
+0.9% +$14.4K 0.21% 112
2021
Q4 		$1.83M Buy
13,187
+44
+0.3% +$5.63K 0.24% 96
2021
Q3 		$1.57M Buy
13,143
+1,021
+8% +$125K 0.21% 104
2021
Q2 		$1.44M Buy
12,122
+406
+3% +$47.3K 0.2% 108
2021
Q1 		$1.3M Hold
11,716
– – 0.2% 109
2020
Q4 		$1.3M Sell
11,716
-499
-4% -$54.2K 0.2% 111
2020
Q3 		$1.33M Sell
12,215
-691
-5% -$70.1K 0.24% 102
2020
Q2 		$1.15M Buy
12,906
+12
+0.1% +$1.08K 0.22% 106
2020
Q1 		$1.02M Sell
12,894
-248
-2% -$20.7K 0.23% 105
2019
Q4 		$1.14M Buy
13,142
+1,943
+17% +$163K 0.14% 113
2019
Q3 		$917K Sell
11,199
-107
-0.9% -$9.09K 0.16% 114
2019
Q2 		$951K Sell
11,306
-12
-0.1% -$945 0.16% 113
2019
Q1 		$905 Sell
11,318
-7,953
-41% -$592K 0.15% 112
2018
Q4 		$1.37M Sell
19,271
-1,184
-6% -$83.2K 0.26% 89
2018
Q3 		$1.5M Sell
20,455
-648
-3% -$42.5K 0.25% 83
2018
Q2 		$1.29M Sell
21,103
-1,403
-6% -$85.1K 0.22% 84
2018
Q1 		$1.35M Sell
22,506
-1,505
-6% -$90.7K 0.23% 87
2017
Q4 		$1.37M Buy
24,011
+1,178
+5% +$65.3K 0.24% 83
2017
Q3 		$1.22M Sell
22,833
-303
-1% -$15.2K 0.22% 84
2017
Q2 		$1.13M Sell
23,136
-129
-0.6% -$5.84K 0.21% 82
2017
Q1 		$1.04M Buy
23,265
+4,552
+24% +$197K 0.2% 83
2016
Q4 		$718K Buy
18,713
+1,882
+11% +$74.6K 0.15% 93
2016
Q3 		$697K Buy
16,831
+2,203
+15% +$94.4K 0.15% 99
2016
Q2 		$564K Buy
14,628
+516
+4% +$20.5K 0.12% 111
2016
Q1 		$587K Buy
14,112
+3,506
+33% +$139K 0.13% 103
2015
Q4 		$480K Buy
10,606
+2,352
+28% +$104K 0.11% 115
2015
Q3 		$326K Sell
8,254
-13,541
-62% -$638K 0.08% 136
2015
Q2 		$1.07M Buy
21,795
+3,601
+20% +$173K 0.23% 73
2015
Q1 		$857K Buy
18,194
+3,485
+24% +$160K 0.19% 79
2014
Q4 		$672K Buy
14,709
+1,188
+9% +$51.8K 0.14% 99
2014
Q3 		$566K Sell
13,521
-355
-3% -$15K 0.12% 110
2014
Q2 		$562K Sell
13,876
-3,626
-21% -$142K 0.12% 107
2014
Q1 		$670K Buy
17,502
+608
+4% +$23.4K 0.14% 100
2013
Q4 		$648K Buy
16,894
+1,126
+7% +$41.5K 0.12% 115
2013
Q3 		$523K Buy
+15,768
New +$553K 0.11% 120

Other funds holding ABT

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
WT
Wellcome Trust London, United Kingdom $9.01B AUM 12.05% 1-Year Est. Return
RG
Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
ATO
Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return

Beacon Financial Group's ABT Position: Q2 2026 in Review

Beacon Financial Group increased its Abbott (ABT) stake by 4% in Q2 2026, buying an estimated $28.8K and bringing the position to 8,254 shares worth $749K. The position accounts for 0.07% of the portfolio, ranked #199.

Beacon Financial Group first reported a position in ABT in Q3 2013 and has held it in 52 quarters since. The position peaked at $1.83M in Q4 2021. 1,385 funds tracked by Wall St. Rank hold ABT as of Q2 2026.

  • Beacon Financial Group held 8,254 shares of Abbott worth $749K as of Q2 2026.
  • Beacon Financial Group bought 316 Abbott shares in Q2 2026, an estimated $28.8K.
  • Abbott made up 0.07% of Beacon Financial Group's portfolio in Q2 2026, its #199 holding.
  • Beacon Financial Group first reported a position in Abbott in Q3 2013 and has held it in 52 quarters since.
  • Beacon Financial Group's Abbott position peaked at $1.83M in Q4 2021.
  • 1,385 funds tracked by Wall St. Rank held Abbott as of Q2 2026.

Based on Beacon Financial Group's 13F filing for Q2 2026, filed 16 Jul 2026.