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Evelyn Partners Asset Management’s Abbott ABT Stock Holding History

Evelyn Partners Asset 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 		$33.1K Sell
322
-40
-11% -$4.52K 0.01% 199
2025
Q4 		$45.4K Sell
362
-55
-13% -$7.01K 0.01% 158
2025
Q3 		$55.9K Buy
417
+131
+46% +$17.2K 0.01% 145
2025
Q2 		$38.9K Hold
286
– – 0.01% 145
2025
Q1 		$37.9K Hold
286
– – 0.01% 147
2024
Q4 		$32.3K Buy
+286
New +$33.1K 0.01% 154

Other funds holding ABT

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital Research Global Investors
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
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Evelyn Partners Asset Management's ABT Position: Q1 2026 in Review

Evelyn Partners Asset Management reduced its Abbott (ABT) stake by 11% in Q1 2026, selling an estimated $4.52K and leaving 322 shares worth $33.1K. The position accounts for 0.01% of the portfolio, ranked #199.

Evelyn Partners Asset Management first reported a position in ABT in Q4 2024 and has held it in 6 quarters since. The position peaked at $55.9K in Q3 2025. 3,083 funds tracked by Wall St. Rank hold ABT as of Q1 2026.

  • Evelyn Partners Asset Management held 322 shares of Abbott worth $33.1K as of Q1 2026.
  • Evelyn Partners Asset Management sold 40 Abbott shares in Q1 2026, an estimated $4.52K.
  • Abbott made up 0.01% of Evelyn Partners Asset Management's portfolio in Q1 2026, its #199 holding.
  • Evelyn Partners Asset Management first reported a position in Abbott in Q4 2024 and has held it in 6 quarters since.
  • Evelyn Partners Asset Management's Abbott position peaked at $55.9K in Q3 2025.
  • 3,083 funds tracked by Wall St. Rank held Abbott as of Q1 2026.

Based on Evelyn Partners Asset Management's 13F filing for Q1 2026, filed 15 May 2026.