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Brown Wealth Management’s Abbott ABT Stock Holding History

Brown Wealth 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
2024
Q4 		– Sell
-4,846
Closed -$552K – 87
2024
Q3 		$552K Buy
4,846
+59
+1% +$6.47K 0.2% 53
2024
Q2 		$497K Hold
4,787
– – 0.2% 54
2024
Q1 		$544K Buy
4,787
+12
+0.3% +$1.38K 0.23% 51
2023
Q4 		$526K Sell
4,775
-68
-1% -$6.79K 0.23% 53
2023
Q3 		$469K Sell
4,843
-76
-2% -$7.98K 0.22% 50
2023
Q2 		$536K Buy
+4,919
New +$524K 0.28% 52

Other funds holding ABT

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return

Brown Wealth Management's ABT Position: Q4 2024 in Review

Brown Wealth Management sold out of Abbott (ABT) in Q4 2024, closing a stake of 4,846 shares — an estimated $552K sold.

Brown Wealth Management first reported a position in ABT in Q2 2023 and held it in 6 quarters. The position peaked at $552K in Q3 2024. 3,065 funds tracked by Wall St. Rank hold ABT as of Q4 2024.

  • Brown Wealth Management reported no remaining Abbott position as of Q4 2024 after selling out during the quarter.
  • Brown Wealth Management sold 4,846 Abbott shares in Q4 2024, an estimated $552K.
  • Brown Wealth Management first reported a position in Abbott in Q2 2023 and held it in 6 quarters.
  • Brown Wealth Management's Abbott position peaked at $552K in Q3 2024.
  • 3,065 funds tracked by Wall St. Rank held Abbott as of Q4 2024.

Based on Brown Wealth Management's 13F filing for Q4 2024, filed 14 Feb 2025.