BFP
ABT icon

Briaud Financial Planning’s Abbott ABT Stock Holding History

Briaud Financial Planning’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
-469
Closed -$63K – 37
2025
Q2 		$63K Hold
469
– – 0.02% 90
2025
Q1 		$62K Hold
469
– – 0.02% 77
2024
Q4 		$53K Hold
469
– – 0.02% 77
2024
Q3 		$53K Hold
469
– – 0.03% 59
2024
Q2 		$48K Hold
469
– – 0.03% 57
2024
Q1 		$54K Buy
+469
New +$53.8K 0.03% 53
2023
Q4 		– Sell
-500
Closed -$48K – 12
2023
Q3 		$48K Buy
+500
New +$52.5K 0.04% 55

Other funds holding ABT

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
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
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Briaud Financial Planning's ABT Position: Q3 2025 in Review

Briaud Financial Planning sold out of Abbott (ABT) in Q3 2025, closing a stake of 469 shares — an estimated $63K sold.

Briaud Financial Planning first reported a position in ABT in Q3 2023 and held it in 7 quarters. The position peaked at $63K in Q2 2025. 3,181 funds tracked by Wall St. Rank hold ABT as of Q3 2025.

  • Briaud Financial Planning reported no remaining Abbott position as of Q3 2025 after selling out during the quarter.
  • Briaud Financial Planning sold 469 Abbott shares in Q3 2025, an estimated $63K.
  • Briaud Financial Planning first reported a position in Abbott in Q3 2023 and held it in 7 quarters.
  • Briaud Financial Planning's Abbott position peaked at $63K in Q2 2025.
  • 3,181 funds tracked by Wall St. Rank held Abbott as of Q3 2025.

Based on Briaud Financial Planning's 13F filing for Q3 2025, filed 25 Nov 2025.