BigSur Wealth Management’s Abbott ABT Stock Holding History

BigSur 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 Q1	–	Sell	-2,089	Closed	-$262K	–	164
2025 Q4	$262K	Buy	2,089 +76	+4%	+$9.68K	0.06%	142
2025 Q3	$270K	Hold	2,013	–	–	0.07%	141
2025 Q2	$274K	Sell	2,013 -4	-0.2%	-$527	0.07%	137
2025 Q1	$268K	Sell	2,017 -102	-5%	-$13K	0.07%	134
2024 Q4	$240K	Hold	2,119	–	–	0.07%	135
2024 Q3	$242K	Buy	2,119 +110	+5%	+$12.1K	0.07%	142
2024 Q2	$209K	Sell	2,009 -303	-13%	-$32.1K	0.06%	141
2024 Q1	$263K	Hold	2,312	–	–	0.08%	130
2023 Q4	$254K	Hold	2,312	–	–	0.12%	97
2023 Q3	$224K	Sell	2,312 -200	-8%	-$21K	0.11%	97
2023 Q2	$274K	Sell	2,512 -49	-2%	-$5.22K	0.13%	98
2023 Q1	$259K	Hold	2,561	–	–	0.12%	100
2022 Q4	$281K	Buy	2,561 +147	+6%	+$15.2K	0.14%	99
2022 Q3	$234K	Buy	2,414 +570	+31%	+$60.8K	0.12%	106
2022 Q2	$200K	Hold	1,844	–	–	0.09%	119
2022 Q1	$218K	Hold	1,844	–	–	0.08%	121
2021 Q4	$260K	Hold	1,844	–	–	0.1%	111
2021 Q3	$218K	Hold	1,844	–	–	0.1%	112
2021 Q2	$214K	Hold	1,844	–	–	0.1%	111
2021 Q1	$221K	Hold	1,844	–	–	0.11%	104
2020 Q4	$202K	Hold	1,844	–	–	0.11%	99
2020 Q3	$201K	Buy	+1,844	New	+$187K	0.13%	89

Other funds holding ABT

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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 San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

BigSur Wealth Management's ABT Position: Q1 2026 in Review

BigSur Wealth Management sold out of Abbott (ABT) in Q1 2026, closing a stake of 2,089 shares — an estimated $262K sold.

BigSur Wealth Management first reported a position in ABT in Q3 2020 and held it in 22 quarters. The position peaked at $281K in Q4 2022. 3,087 funds tracked by Wall St. Rank hold ABT as of Q1 2026.

BigSur Wealth Management reported no remaining Abbott position as of Q1 2026 after selling out during the quarter.
BigSur Wealth Management sold 2,089 Abbott shares in Q1 2026, an estimated $262K.
BigSur Wealth Management first reported a position in Abbott in Q3 2020 and held it in 22 quarters.
BigSur Wealth Management's Abbott position peaked at $281K in Q4 2022.
3,087 funds tracked by Wall St. Rank held Abbott as of Q1 2026.

Based on BigSur Wealth Management's 13F filing for Q1 2026, filed 22 Apr 2026.