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Birch Financial Group’s Abbott ABT Stock Holding History

Birch 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 		$355K Sell
3,917
-2,474
-39% -$226K 0.18% 96
2026
Q1 		$656K Sell
6,391
-546
-8% -$61.6K 0.38% 58
2025
Q4 		$869K Buy
6,937
+122
+2% +$15.5K 0.5% 44
2025
Q3 		$913K Buy
6,815
+210
+3% +$27.6K 0.54% 43
2025
Q2 		$898K Sell
6,605
-425
-6% -$56K 0.72% 35
2025
Q1 		$932K Buy
7,030
+206
+3% +$26.2K 0.83% 26
2024
Q4 		$772K Buy
+6,824
New +$789K 0.87% 21

Other funds holding ABT

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
SG Americas Securities
SG Americas Securities New York $179B AUM 65.34% 1-Year Est. Return
Diamond Hill Capital Management
Diamond Hill Capital Management Columbus, Ohio $12.5B AUM 7.49% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $180B AUM 37.51% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

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

Birch Financial Group reduced its Abbott (ABT) stake by 39% in Q2 2026, selling an estimated $226K and leaving 3,917 shares worth $355K. The position accounts for 0.18% of the portfolio, ranked #96.

Birch Financial Group first reported a position in ABT in Q4 2024 and has held it in 7 quarters since. The position peaked at $932K in Q1 2025. 1,892 funds tracked by Wall St. Rank hold ABT as of Q2 2026.

  • Birch Financial Group held 3,917 shares of Abbott worth $355K as of Q2 2026.
  • Birch Financial Group sold 2,474 Abbott shares in Q2 2026, an estimated $226K.
  • Abbott made up 0.18% of Birch Financial Group's portfolio in Q2 2026, its #96 holding.
  • Birch Financial Group first reported a position in Abbott in Q4 2024 and has held it in 7 quarters since.
  • Birch Financial Group's Abbott position peaked at $932K in Q1 2025.
  • 1,892 funds tracked by Wall St. Rank held Abbott as of Q2 2026.

Based on Birch Financial Group's 13F filing for Q2 2026, filed 15 Jul 2026.