Brown Financial Advisory’s Abbott ABT Stock Holding History

Brown Financial Advisory’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	–	Sell	-1,804	Closed	-$226K	–	50
2025 Q4	$226K	Hold	1,804	–	–	0.11%	53
2025 Q3	$242K	Hold	1,804	–	–	0.13%	51
2025 Q2	$245K	Hold	1,804	–	–	0.14%	50
2025 Q1	$239K	Sell	1,804 -92	-5%	-$11.7K	0.15%	47
2024 Q4	$214K	Buy	1,896 +92	+5%	+$10.6K	0.15%	33
2024 Q3	$206K	Buy	+1,804	New	+$198K	0.15%	36
2024 Q2	–	Sell	-1,904	Closed	-$216K	–	33
2024 Q1	$216K	Hold	1,904	–	–	0.17%	31
2023 Q4	$210K	Buy	+1,904	New	+$190K	0.17%	32
2023 Q3	–	Sell	-1,904	Closed	-$208K	–	30
2023 Q2	$208K	Buy	+1,904	New	+$203K	0.17%	29
2023 Q1	–	Sell	-1,904	Closed	-$209K	–	29
2022 Q4	$209K	Buy	+1,904	New	+$197K	0.22%	29

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

Brown Financial Advisory's ABT Position: Q1 2026 in Review

Brown Financial Advisory sold out of Abbott (ABT) in Q1 2026, closing a stake of 1,804 shares — an estimated $226K sold.

Brown Financial Advisory first reported a position in ABT in Q4 2022 and held it in 10 quarters. The position peaked at $245K in Q2 2025. 3,090 funds tracked by Wall St. Rank hold ABT as of Q1 2026.

Brown Financial Advisory reported no remaining Abbott position as of Q1 2026 after selling out during the quarter.
Brown Financial Advisory sold 1,804 Abbott shares in Q1 2026, an estimated $226K.
Brown Financial Advisory first reported a position in Abbott in Q4 2022 and held it in 10 quarters.
Brown Financial Advisory's Abbott position peaked at $245K in Q2 2025.
3,090 funds tracked by Wall St. Rank held Abbott as of Q1 2026.

Based on Brown Financial Advisory's 13F filing for Q1 2026, filed 27 Apr 2026.