Birch Capital Management’s Abbott ABT Stock Holding History

Birch Capital 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
2025 Q3	–	Sell	-2,000	Closed	-$272K	–	77
2025 Q2	$272K	Sell	2,000 -1,423	-42%	-$188K	0.14%	55
2025 Q1	$454K	Hold	3,423	–	–	0.24%	50
2024 Q4	$387K	Hold	3,423	–	–	0.19%	53
2024 Q3	$390K	Hold	3,423	–	–	0.19%	54
2024 Q2	$356K	Hold	3,423	–	–	0.18%	54
2024 Q1	$389K	Hold	3,423	–	–	0.2%	55
2023 Q4	$377K	Hold	3,423	–	–	0.22%	56
2023 Q3	$332K	Hold	3,423	–	–	0.21%	54
2023 Q2	$373K	Sell	3,423 -176	-5%	-$18.8K	0.23%	54
2023 Q1	$364K	Hold	3,599	–	–	0.23%	55
2022 Q4	$395K	Hold	3,599	–	–	0.27%	51
2022 Q3	$348K	Hold	3,599	–	–	0.26%	48
2022 Q2	$391K	Sell	3,599 -133	-4%	-$15.1K	0.28%	45
2022 Q1	$442K	Hold	3,732	–	–	0.27%	51
2021 Q4	$525K	Hold	3,732	–	–	0.31%	48
2021 Q3	$441K	Hold	3,732	–	–	0.3%	48
2021 Q2	$433K	Hold	3,732	–	–	0.29%	49
2021 Q1	$447K	Hold	3,732	–	–	0.33%	48
2020 Q4	$409K	Hold	3,732	–	–	0.31%	49
2020 Q3	$406K	Hold	3,732	–	–	0.35%	45
2020 Q2	$341K	Sell	3,732 -468	-11%	-$42.3K	0.32%	49
2020 Q1	$331K	Sell	4,200 -6,667	-61%	-$556K	0.38%	45
2019 Q4	$944K	Buy	+10,867	New	+$910K	0.93%	36

Other funds holding ABT

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

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

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

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

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

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

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Birch Capital Management's ABT Position: Q3 2025 in Review

Birch Capital Management sold out of Abbott (ABT) in Q3 2025, closing a stake of 2,000 shares — an estimated $272K sold.

Birch Capital Management first reported a position in ABT in Q4 2019 and held it in 23 quarters. The position peaked at $944K in Q4 2019. 3,181 funds tracked by Wall St. Rank hold ABT as of Q3 2025.

Birch Capital Management reported no remaining Abbott position as of Q3 2025 after selling out during the quarter.
Birch Capital Management sold 2,000 Abbott shares in Q3 2025, an estimated $272K.
Birch Capital Management first reported a position in Abbott in Q4 2019 and held it in 23 quarters.
Birch Capital Management's Abbott position peaked at $944K in Q4 2019.
3,181 funds tracked by Wall St. Rank held Abbott as of Q3 2025.

Based on Birch Capital Management's 13F filing for Q3 2025, filed 27 Oct 2025.