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Evelyn Partners Investment Management’s Abbott ABT Stock Holding History

Evelyn Partners Investment 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 		$6.29M Sell
61,231
-2,227
-4% -$251K 0.17% 69
2025
Q4 		$7.95M Buy
63,458
+431
+0.7% +$54.9K 0.22% 65
2025
Q3 		$8.44M Sell
63,027
-960
-2% -$126K 0.24% 63
2025
Q2 		$8.7M Buy
63,987
+921
+1% +$121K 0.27% 61
2025
Q1 		$8.37M Sell
63,066
-13,077
-17% -$1.66M 0.28% 62
2024
Q4 		$8.61M Buy
+76,143
New +$8.8M 0.28% 60

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 Investment Management's ABT Position: Q1 2026 in Review

Evelyn Partners Investment Management reduced its Abbott (ABT) stake by 3.5% in Q1 2026, selling an estimated $251K and leaving 61,231 shares worth $6.29M. The position accounts for 0.17% of the portfolio, ranked #69.

Evelyn Partners Investment Management first reported a position in ABT in Q4 2024 and has held it in 6 quarters since. The position peaked at $8.7M in Q2 2025. 3,090 funds tracked by Wall St. Rank hold ABT as of Q1 2026.

  • Evelyn Partners Investment Management held 61,231 shares of Abbott worth $6.29M as of Q1 2026.
  • Evelyn Partners Investment Management sold 2,227 Abbott shares in Q1 2026, an estimated $251K.
  • Abbott made up 0.17% of Evelyn Partners Investment Management's portfolio in Q1 2026, its #69 holding.
  • Evelyn Partners Investment Management first reported a position in Abbott in Q4 2024 and has held it in 6 quarters since.
  • Evelyn Partners Investment Management's Abbott position peaked at $8.7M in Q2 2025.
  • 3,090 funds tracked by Wall St. Rank held Abbott as of Q1 2026.

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