Beacon Investment Advisory Services’s Abbott ABT Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$757K Sell
8,341
-4,612
-36% -$421K 0.03% 153
2026
Q1
$1.33M Sell
12,953
-58
-0.4% -$6.55K 0.05% 123
2025
Q4
$1.63M Sell
13,011
-568
-4% -$72.4K 0.07% 116
2025
Q3
$1.82M Sell
13,579
-754
-5% -$99K 0.08% 110
2025
Q2
$1.95M Sell
14,333
-746
-5% -$98.4K 0.09% 110
2025
Q1
$2M Sell
15,079
-2,085
-12% -$265K 0.09% 112
2024
Q4
$1.94M Sell
17,164
-631
-4% -$72.9K 0.08% 116
2024
Q3
$2.03M Sell
17,795
-1,318
-7% -$145K 0.08% 118
2024
Q2
$1.99M Sell
19,113
-1,857
-9% -$197K 0.09% 117
2024
Q1
$2.38M Buy
20,970
+290
+1% +$33.2K 0.1% 112
2023
Q4
$2.28M Sell
20,680
-2,771
-12% -$277K 0.1% 114
2023
Q3
$2.27M Sell
23,451
-5,000
-18% -$525K 0.11% 114
2023
Q2
$3.1M Buy
28,451
+610
+2% +$65K 0.14% 109
2023
Q1
$2.82M Sell
27,841
-3,287
-11% -$347K 0.14% 113
2022
Q4
$3.42M Buy
31,128
+1,991
+7% +$206K 0.18% 102
2022
Q3
$2.82M Sell
29,137
-434
-1% -$46.3K 0.16% 105
2022
Q2
$3.21M Sell
29,571
-308
-1% -$35K 0.17% 105
2022
Q1
$3.54M Sell
29,879
-220
-0.7% -$27.3K 0.15% 107
2021
Q4
$4.24M Buy
30,099
+650
+2% +$83.2K 0.16% 104
2021
Q3
$3.48M Sell
29,449
-2,400
-8% -$295K 0.14% 112
2021
Q2
$3.69M Sell
31,849
-173
-0.5% -$20.2K 0.15% 112
2021
Q1
$3.84M Sell
32,022
-546
-2% -$64.7K 0.17% 104
2020
Q4
$3.57M Buy
32,568
+769
+2% +$83.6K 0.16% 99
2020
Q3
$3.46M Buy
31,799
+1,401
+5% +$142K 0.18% 94
2020
Q2
$2.78M Buy
30,398
+20,354
+203% +$1.84M 0.16% 102
2020
Q1
$793K Sell
10,044
-456
-4% -$38K 0.06% 140
2019
Q4
$912K Buy
10,500
+435
+4% +$36.4K 0.05% 143
2019
Q3
$842K Sell
10,065
-2,070
-17% -$176K 0.08% 123
2019
Q2
$1.02M Sell
12,135
-525
-4% -$41.3K 0.11% 108
2019
Q1
$1.01M Sell
12,660
-3,375
-21% -$251K 0.11% 113
2018
Q4
$1.16M Sell
16,035
-2,000
-11% -$141K 0.13% 109
2018
Q3
$1.32M Sell
18,035
-464
-3% -$30.5K 0.13% 108
2018
Q2
$1.13M Sell
18,499
-910
-5% -$55.2K 0.11% 113
2018
Q1
$1.16M Buy
19,409
+2,533
+15% +$153K 0.12% 108
2017
Q4
$963K Sell
16,876
-1,922
-10% -$107K 0.1% 120
2017
Q3
$1M Buy
+18,798
New +$943K 0.09% 132

Other funds holding ABT

Beacon Investment Advisory Services's ABT Position: Q2 2026 in Review

Beacon Investment Advisory Services reduced its Abbott (ABT) stake by 36% in Q2 2026, selling an estimated $421K and leaving 8,341 shares worth $757K. The position accounts for 0.03% of the portfolio, ranked #153.

Beacon Investment Advisory Services first reported a position in ABT in Q3 2017 and has held it in 36 quarters since. The position peaked at $4.24M in Q4 2021. 2,963 funds tracked by Wall St. Rank hold ABT as of Q2 2026.

  • Beacon Investment Advisory Services held 8,341 shares of Abbott worth $757K as of Q2 2026.
  • Beacon Investment Advisory Services sold 4,612 Abbott shares in Q2 2026, an estimated $421K.
  • Abbott made up 0.03% of Beacon Investment Advisory Services's portfolio in Q2 2026, its #153 holding.
  • Beacon Investment Advisory Services first reported a position in Abbott in Q3 2017 and has held it in 36 quarters since.
  • Beacon Investment Advisory Services's Abbott position peaked at $4.24M in Q4 2021.
  • 2,963 funds tracked by Wall St. Rank held Abbott as of Q2 2026.

Based on Beacon Investment Advisory Services's 13F filing for Q2 2026, filed 8 Jul 2026.