Bernard Wealth Management’s Abbott ABT Stock Holding History

Bernard Wealth Management’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	$361K	Sell	3,973 -44	-1%	-$4.02K	0.13%	53
2026 Q1	$412K	Hold	4,017	–	–	0.18%	46
2025 Q4	$503K	Hold	4,017	–	–	0.2%	45
2025 Q3	$538K	Hold	4,017	–	–	0.22%	46
2025 Q2	$546K	Sell	4,017 -43	-1%	-$5.67K	0.25%	40
2025 Q1	$539K	Buy	4,060 +43	+1%	+$5.47K	0.26%	40
2024 Q4	$454K	Buy	+4,017	New	+$464K	0.21%	44

Other funds holding ABT

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Bernard Wealth Management's ABT Position: Q2 2026 in Review

Bernard Wealth Management reduced its Abbott (ABT) stake by 1.1% in Q2 2026, selling an estimated $4.02K and leaving 3,973 shares worth $361K. The position accounts for 0.13% of the portfolio, ranked #53.

Bernard Wealth Management first reported a position in ABT in Q4 2024 and has held it in 7 quarters since. The position peaked at $546K in Q2 2025. 2,963 funds tracked by Wall St. Rank hold ABT as of Q2 2026.

Bernard Wealth Management held 3,973 shares of Abbott worth $361K as of Q2 2026.
Bernard Wealth Management sold 44 Abbott shares in Q2 2026, an estimated $4.02K.
Abbott made up 0.13% of Bernard Wealth Management's portfolio in Q2 2026, its #53 holding.
Bernard Wealth Management first reported a position in Abbott in Q4 2024 and has held it in 7 quarters since.
Bernard Wealth Management's Abbott position peaked at $546K in Q2 2025.
2,963 funds tracked by Wall St. Rank held Abbott as of Q2 2026.

Based on Bernard Wealth Management's 13F filing for Q2 2026, filed 21 Aug 2026.