Brandywine Oak Private Wealth
ABT icon

Brandywine Oak Private Wealth’s Abbott ABT Stock Holding History

Brandywine Oak Private Wealth’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
Q3 		$716K Buy
7,243
+42
+0.6% +$4.39K 0.05% 131
2026
Q2 		$653K Sell
7,201
-31
-0.4% -$2.83K 0.05% 144
2026
Q1 		$743K Sell
7,232
-117
-2% -$13.2K 0.06% 129
2025
Q4 		$921K Buy
7,349
+11
+0.1% +$1.4K 0.08% 115
2025
Q3 		$983K Sell
7,338
-183
-2% -$24K 0.09% 105
2025
Q2 		$1.02M Sell
7,521
-852
-10% -$112K 0.09% 102
2025
Q1 		$1.11M Sell
8,373
-3
-0% -$382 0.11% 93
2024
Q4 		$947K Hold
8,376
– – 0.09% 103
2024
Q3 		$955K Sell
8,376
-1
-0% -$110 0.09% 108
2024
Q2 		$870K Hold
8,377
– – 0.09% 106
2024
Q1 		$952K Sell
8,377
-452
-5% -$51.8K 0.1% 100
2023
Q4 		$972K Sell
8,829
-26
-0.3% -$2.6K 0.11% 98
2023
Q3 		$858K Sell
8,855
-1
-0% -$105 0.1% 103
2023
Q2 		$965K Sell
8,856
-220
-2% -$23.5K 0.11% 95
2023
Q1 		$919K Sell
9,076
-98
-1% -$10.3K 0.11% 99
2022
Q4 		$1.01M Sell
9,174
-432
-4% -$44.7K 0.13% 93
2022
Q3 		$929K Sell
9,606
-171
-2% -$18.2K 0.13% 98
2022
Q2 		$1.06M Buy
9,777
+4
+0% +$454 0.14% 101
2022
Q1 		$1.16M Buy
9,773
+184
+2% +$22.8K 0.13% 112
2021
Q4 		$1.35M Buy
9,589
+151
+2% +$19.3K 0.15% 108
2021
Q3 		$1.11M Buy
9,438
+523
+6% +$64.2K 0.13% 115
2021
Q2 		$1.03M Buy
8,915
+3,637
+69% +$424K 0.12% 122
2021
Q1 		$632K Buy
5,278
+2
+0% +$237 0.09% 134
2020
Q4 		$577K Buy
5,276
+2
+0% +$217 0.09% 135
2020
Q3 		$574K Buy
5,274
+2
+0% +$203 0.1% 126
2020
Q2 		$482K Buy
5,272
+2
+0% +$181 0.09% 136
2020
Q1 		$415K Buy
5,270
+2
+0% +$167 0.09% 130
2019
Q4 		$457K Buy
5,268
+2
+0% +$168 0.08% 126
2019
Q3 		$440K Buy
5,266
+2,002
+61% +$170K 0.08% 118
2019
Q2 		$274K Buy
3,264
+2
+0.1% +$157 0.05% 175
2019
Q1 		$260K Buy
3,262
+2
+0.1% +$149 0.05% 182
2018
Q4 		$235K Buy
+3,260
New +$229K 0.05% 181

Other funds holding ABT

Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Flossbach Von Storch
Flossbach Von Storch Cologne, Germany $19.7B AUM 7.08% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $92B AUM 22.91% 1-Year Est. Return

Brandywine Oak Private Wealth's ABT Position: Q3 2026 in Review

Brandywine Oak Private Wealth increased its Abbott (ABT) stake by 0.58% in Q3 2026, buying an estimated $4.39K and bringing the position to 7,243 shares worth $716K. The position accounts for 0.05% of the portfolio, ranked #131.

Brandywine Oak Private Wealth first reported a position in ABT in Q4 2018 and has held it in 32 quarters since. The position peaked at $1.35M in Q4 2021. 1,720 funds tracked by Wall St. Rank hold ABT as of Q3 2026.

  • Brandywine Oak Private Wealth held 7,243 shares of Abbott worth $716K as of Q3 2026.
  • Brandywine Oak Private Wealth bought 42 Abbott shares in Q3 2026, an estimated $4.39K.
  • Abbott made up 0.05% of Brandywine Oak Private Wealth's portfolio in Q3 2026, its #131 holding.
  • Brandywine Oak Private Wealth first reported a position in Abbott in Q4 2018 and has held it in 32 quarters since.
  • Brandywine Oak Private Wealth's Abbott position peaked at $1.35M in Q4 2021.
  • 1,720 funds tracked by Wall St. Rank held Abbott as of Q3 2026.

Based on Brandywine Oak Private Wealth's 13F filing for Q3 2026, filed 23 Oct 2026.