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Cherry Tree Wealth Management’s Abbott ABT Stock Holding History

Cherry Tree 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
2026
Q1 		$206K Hold
2,005
– – 0.04% 161
2025
Q4 		$251K Buy
2,005
+1,769
+750% +$225K 0.05% 148
2025
Q3 		$31.6K Hold
236
– – 0.01% 293
2025
Q2 		$32.1K Hold
236
– – 0.01% 287
2025
Q1 		$31.3K Hold
236
– – 0.01% 298
2024
Q4 		$26.7K Hold
236
– – 0.01% 303
2024
Q3 		$26.9K Hold
236
– – 0.01% 307
2024
Q2 		$24.5K Sell
236
-10
-4% -$1.06K 0.01% 308
2024
Q1 		$28K Buy
246
+10
+4% +$1.15K 0.01% 294
2023
Q4 		$26K Sell
236
-211
-47% -$21.1K 0.01% 289
2023
Q3 		$43.3K Sell
447
-8
-2% -$840 0.01% 237
2023
Q2 		$49.6K Buy
+455
New +$48.5K 0.01% 230

Other funds holding ABT

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Cherry Tree Wealth Management's ABT Position: Q1 2026 in Review

Cherry Tree Wealth Management held its Abbott (ABT) position steady in Q1 2026 at 2,005 shares worth $206K. The position accounts for 0.04% of the portfolio, ranked #161.

Cherry Tree Wealth Management first reported a position in ABT in Q2 2023 and has held it in 12 quarters since. The position peaked at $251K in Q4 2025. 3,113 funds tracked by Wall St. Rank hold ABT as of Q1 2026.

  • Cherry Tree Wealth Management held 2,005 shares of Abbott worth $206K as of Q1 2026.
  • Cherry Tree Wealth Management left its Abbott share count unchanged in Q1 2026.
  • Abbott made up 0.04% of Cherry Tree Wealth Management's portfolio in Q1 2026, its #161 holding.
  • Cherry Tree Wealth Management first reported a position in Abbott in Q2 2023 and has held it in 12 quarters since.
  • Cherry Tree Wealth Management's Abbott position peaked at $251K in Q4 2025.
  • 3,113 funds tracked by Wall St. Rank held Abbott as of Q1 2026.

Based on Cherry Tree Wealth Management's 13F filing for Q1 2026, filed 5 May 2026.