Burt Wealth Advisors’s Abbott ABT Stock Holding History

Burt Wealth Advisors’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	$259K	Sell	1,937 -100	-5%	-$13.1K	0.06%	104
2025 Q2	$277K	Hold	2,037	–	–	0.06%	98
2025 Q1	$270K	Sell	2,037 -300	-13%	-$38.2K	0.07%	99
2024 Q4	$264K	Sell	2,337 -314	-12%	-$36.3K	0.07%	101
2024 Q3	$302K	Hold	2,651	–	–	0.07%	93
2024 Q2	$275K	Hold	2,651	–	–	0.07%	95
2024 Q1	$301K	Sell	2,651 -300	-10%	-$34.4K	0.08%	89
2023 Q4	$325K	Hold	2,951	–	–	0.09%	81
2023 Q3	$286K	Hold	2,951	–	–	0.09%	83
2023 Q2	$322K	Sell	2,951 -209	-7%	-$22.3K	0.1%	78
2023 Q1	$320K	Buy	3,160 +309	+11%	+$32.6K	0.1%	79
2022 Q4	$313K	Buy	+2,851	New	+$295K	0.1%	78
2022 Q3	–	Sell	-2,851	Closed	-$310K	–	89
2022 Q2	$310K	Hold	2,851	–	–	0.11%	71
2022 Q1	$337K	Buy	+2,851	New	+$353K	0.1%	70
2021 Q4	–	Sell	-2,701	Closed	-$319K	–	93
2021 Q3	$319K	Sell	2,701 -49	-2%	-$6.02K	0.1%	72
2021 Q2	$319K	Sell	2,750 -125	-4%	-$14.6K	0.12%	69
2021 Q1	$345K	Sell	2,875 -196	-6%	-$23.2K	0.13%	63
2020 Q4	$336K	Hold	3,071	–	–	0.12%	65
2020 Q3	$334K	Buy	3,071 +80	+3%	+$8.12K	0.12%	61
2020 Q2	$273K	Sell	2,991 -40	-1%	-$3.62K	0.11%	65
2020 Q1	$239K	Buy	3,031 +125	+4%	+$10.4K	0.11%	67
2019 Q4	$252K	Hold	2,906	–	–	0.1%	70
2019 Q3	$243K	Sell	2,906 -200	-6%	-$17K	0.1%	71
2019 Q2	$261K	Sell	3,106 -75	-2%	-$5.9K	0.11%	66
2019 Q1	$254K	Hold	3,181	–	–	0.11%	69
2018 Q4	$230K	Hold	3,181	–	–	0.11%	71
2018 Q3	$233K	Hold	3,181	–	–	0.11%	70
2018 Q2	$194K	Hold	3,181	–	–	0.09%	78
2018 Q1	$191K	Hold	3,181	–	–	0.1%	76
2017 Q4	$182K	Hold	3,181	–	–	0.11%	82
2017 Q3	$170K	Hold	3,181	–	–	0.11%	81
2017 Q2	$154K	Buy	3,181 +400	+14%	+$18.1K	0.11%	86
2017 Q1	$124K	Sell	2,781 -1,686	-38%	-$72.9K	0.09%	93
2016 Q4	$172K	Sell	4,467 -314	-7%	-$12.5K	0.15%	76
2016 Q3	$202K	Hold	4,781	–	–	0.22%	60
2016 Q2	$187K	Sell	4,781 -905	-16%	-$36K	0.21%	59
2016 Q1	$238K	Sell	5,686 -1,376	-19%	-$54.5K	0.22%	54
2015 Q4	$317K	Hold	7,062	–	–	0.25%	45
2015 Q3	$284K	Sell	7,062 -7,000	-50%	-$330K	0.35%	37
2015 Q2	$691K	Buy	14,062 +13,281	+1,701%	+$638K	0.75%	22
2015 Q1	$36K	Hold	781	–	–	0.04%	155
2014 Q4	$35K	Buy	+781	New	+$34K	0.04%	155

Other funds holding ABT

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Burt Wealth Advisors's ABT Position: Q3 2025 in Review

Burt Wealth Advisors reduced its Abbott (ABT) stake by 4.9% in Q3 2025, selling an estimated $13.1K and leaving 1,937 shares worth $259K. The position accounts for 0.06% of the portfolio, ranked #104.

Burt Wealth Advisors first reported a position in ABT in Q4 2014 and has held it in 42 quarters since. The position peaked at $691K in Q2 2015. 3,172 funds tracked by Wall St. Rank hold ABT as of Q3 2025.

Burt Wealth Advisors held 1,937 shares of Abbott worth $259K as of Q3 2025.
Burt Wealth Advisors sold 100 Abbott shares in Q3 2025, an estimated $13.1K.
Abbott made up 0.06% of Burt Wealth Advisors's portfolio in Q3 2025, its #104 holding.
Burt Wealth Advisors first reported a position in Abbott in Q4 2014 and has held it in 42 quarters since.
Burt Wealth Advisors's Abbott position peaked at $691K in Q2 2015.
3,172 funds tracked by Wall St. Rank held Abbott as of Q3 2025.

Based on Burt Wealth Advisors's 13F filing for Q3 2025, filed 5 Nov 2025.