Bourgeon Capital Management’s Abbott ABT Stock Holding History

Bourgeon 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
2026 Q1	$354K	Sell	3,445 -5	-0.1%	-$565	0.06%	85
2025 Q4	$432K	Buy	+3,450	New	+$440K	0.07%	93
2024 Q1	–	Sell	-266	Closed	-$29.2K	–	115
2023 Q4	$29.2K	Buy	266 +2	+0.8%	+$200	0.01%	181
2023 Q3	$25.6K	Buy	264 +1	+0.4%	+$105	0.01%	177
2023 Q2	$28.7K	Buy	263 +1	+0.4%	+$107	0.01%	186
2023 Q1	$26.5K	Buy	262 +1	+0.4%	+$106	0.01%	176
2022 Q4	$28.6K	Buy	261 +2	+0.8%	+$207	0.01%	177
2022 Q3	$25K	Buy	259 +1	+0.4%	+$107	0.01%	165
2022 Q2	$28K	Buy	258 +1	+0.4%	+$114	0.01%	163
2022 Q1	$30K	Buy	+257	New	+$31.9K	0.01%	169

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

Bourgeon Capital Management's ABT Position: Q1 2026 in Review

Bourgeon Capital Management reduced its Abbott (ABT) stake by 0.14% in Q1 2026, selling an estimated $565 and leaving 3,445 shares worth $354K. The position accounts for 0.06% of the portfolio, ranked #85.

Bourgeon Capital Management first reported a position in ABT in Q1 2022 and has held it in 10 quarters since. The position peaked at $432K in Q4 2025. 3,083 funds tracked by Wall St. Rank hold ABT as of Q1 2026.

Bourgeon Capital Management held 3,445 shares of Abbott worth $354K as of Q1 2026.
Bourgeon Capital Management sold 5 Abbott shares in Q1 2026, an estimated $565.
Abbott made up 0.06% of Bourgeon Capital Management's portfolio in Q1 2026, its #85 holding.
Bourgeon Capital Management first reported a position in Abbott in Q1 2022 and has held it in 10 quarters since.
Bourgeon Capital Management's Abbott position peaked at $432K in Q4 2025.
3,083 funds tracked by Wall St. Rank held Abbott as of Q1 2026.

Based on Bourgeon Capital Management's 13F filing for Q1 2026, filed 13 Apr 2026.