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Beacon Investment Advisors’s Abbott ABT Stock Holding History

Beacon Investment 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
Q1 		$778K Hold
7,577
– – 0.29% 77
2025
Q4 		$949K Sell
7,577
-84
-1% -$10.7K 0.38% 72
2025
Q3 		$1.03M Buy
7,661
+46
+0.6% +$6.04K 0.42% 70
2025
Q2 		$1.02M Hold
7,615
– – 0.44% 67
2025
Q1 		$1.01M Hold
7,615
– – 0.48% 62
2024
Q4 		$861K Hold
7,615
– – 0.4% 72
2024
Q3 		$868K Hold
7,615
– – 0.41% 71
2024
Q2 		$791K Buy
+7,615
New +$807K 0.4% 73

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 Investment Advisors's ABT Position: Q1 2026 in Review

Beacon Investment Advisors held its Abbott (ABT) position steady in Q1 2026 at 7,577 shares worth $778K. The position accounts for 0.29% of the portfolio, ranked #77.

Beacon Investment Advisors first reported a position in ABT in Q2 2024 and has held it in 8 quarters since. The position peaked at $1.03M in Q3 2025. 3,087 funds tracked by Wall St. Rank hold ABT as of Q1 2026.

  • Beacon Investment Advisors held 7,577 shares of Abbott worth $778K as of Q1 2026.
  • Beacon Investment Advisors left its Abbott share count unchanged in Q1 2026.
  • Abbott made up 0.29% of Beacon Investment Advisors's portfolio in Q1 2026, its #77 holding.
  • Beacon Investment Advisors first reported a position in Abbott in Q2 2024 and has held it in 8 quarters since.
  • Beacon Investment Advisors's Abbott position peaked at $1.03M in Q3 2025.
  • 3,087 funds tracked by Wall St. Rank held Abbott as of Q1 2026.

Based on Beacon Investment Advisors's 13F filing for Q1 2026, filed 14 May 2026.