BFG
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Berger Financial Group’s Abbott ABT Stock Holding History

Berger 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 		$5.44M Sell
59,977
-1,638
-3% -$150K 0.28% 77
2026
Q1 		$6.33M Buy
61,615
+55,450
+899% +$6.26M 0.35% 64
2025
Q4 		$772K Sell
6,165
-6,929
-53% -$883K 0.04% 235
2025
Q3 		$1.75M Buy
13,094
+5,242
+67% +$688K 0.1% 151
2025
Q2 		$1.07M Sell
7,852
-68
-0.9% -$8.97K 0.07% 185
2025
Q1 		$1.05M Buy
7,920
+67
+0.9% +$8.53K 0.07% 184
2024
Q4 		$888K Buy
7,853
+670
+9% +$77.4K 0.06% 187
2024
Q3 		$819K Buy
7,183
+1,146
+19% +$126K 0.06% 176
2024
Q2 		$627K Buy
6,037
+985
+19% +$104K 0.05% 187
2024
Q1 		$574K Buy
5,052
+1,629
+48% +$187K 0.05% 190
2023
Q4 		$377K Buy
3,423
+99
+3% +$9.89K 0.04% 194
2023
Q3 		$322K Sell
3,324
-26
-0.8% -$2.73K 0.04% 201
2023
Q2 		$365K Sell
3,350
-74
-2% -$7.89K 0.04% 193
2023
Q1 		$347K Sell
3,424
-165
-5% -$17.4K 0.04% 194
2022
Q4 		$394K Buy
3,589
+72
+2% +$7.46K 0.05% 178
2022
Q3 		$340K Buy
3,517
+25
+0.7% +$2.67K 0.05% 171
2022
Q2 		$379K Buy
3,492
+104
+3% +$11.8K 0.06% 157
2022
Q1 		$401K Buy
3,388
+446
+15% +$55.3K 0.05% 168
2021
Q4 		$414K Buy
2,942
+604
+26% +$77.3K 0.05% 171
2021
Q3 		$276K Sell
2,338
-22
-0.9% -$2.7K 0.05% 171
2021
Q2 		$274K Sell
2,360
-48
-2% -$5.6K 0.05% 168
2021
Q1 		$289K Sell
2,408
-212
-8% -$25.1K 0.06% 153
2020
Q4 		$287K Buy
+2,620
New +$285K 0.05% 165

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

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

Berger Financial Group reduced its Abbott (ABT) stake by 2.7% in Q2 2026, selling an estimated $150K and leaving 59,977 shares worth $5.44M. The position accounts for 0.28% of the portfolio, ranked #77.

Berger Financial Group first reported a position in ABT in Q4 2020 and has held it in 23 quarters since. The position peaked at $6.33M in Q1 2026. 2,982 funds tracked by Wall St. Rank hold ABT as of Q2 2026.

  • Berger Financial Group held 59,977 shares of Abbott worth $5.44M as of Q2 2026.
  • Berger Financial Group sold 1,638 Abbott shares in Q2 2026, an estimated $150K.
  • Abbott made up 0.28% of Berger Financial Group's portfolio in Q2 2026, its #77 holding.
  • Berger Financial Group first reported a position in Abbott in Q4 2020 and has held it in 23 quarters since.
  • Berger Financial Group's Abbott position peaked at $6.33M in Q1 2026.
  • 2,982 funds tracked by Wall St. Rank held Abbott as of Q2 2026.

Based on Berger Financial Group's 13F filing for Q2 2026, filed 4 Aug 2026.