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Beacon Harbor Wealth Advisors’s Abbott ABT Stock Holding History

Beacon Harbor Wealth 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
Q2 		$3.06M Buy
+28,995
New +$2.65M 0.6% 45
2021
Q2 		– Sell
-33,121
Closed -$3.97M – 69
2021
Q1 		$3.97M Buy
+33,121
New +$3.92M 1.58% 29

Other funds holding ABT

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

Beacon Harbor Wealth Advisors's ABT Position: Q2 2026 in Review

Beacon Harbor Wealth Advisors opened a new position in Abbott (ABT) in Q2 2026: 28,995 shares worth $3.06M. The stake represents 0.6% of the portfolio and ranks #45 among its holdings. This is a return to the name: Beacon Harbor Wealth Advisors previously reported a position in ABT as recently as Q1 2021.

Beacon Harbor Wealth Advisors first reported a position in ABT in Q1 2021 and has held it in 2 quarters since. The position peaked at $3.97M in Q1 2021. 2,982 funds tracked by Wall St. Rank hold ABT as of Q2 2026.

  • Beacon Harbor Wealth Advisors held 28,995 shares of Abbott worth $3.06M as of Q2 2026.
  • Abbott was a new Beacon Harbor Wealth Advisors position in Q2 2026.
  • Abbott made up 0.6% of Beacon Harbor Wealth Advisors's portfolio in Q2 2026, its #45 holding.
  • Beacon Harbor Wealth Advisors first reported a position in Abbott in Q1 2021 and has held it in 2 quarters since.
  • Beacon Harbor Wealth Advisors's Abbott position peaked at $3.97M in Q1 2021.
  • 2,982 funds tracked by Wall St. Rank held Abbott as of Q2 2026.

Based on Beacon Harbor Wealth Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.