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Evercore Wealth Management’s Abbott ABT Stock Holding History

Evercore 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 		$9.02M Sell
87,823
-10,086
-10% -$1.14M 0.14% 79
2025
Q4 		$12.3M Sell
97,909
-5,307
-5% -$676K 0.18% 63
2025
Q3 		$13.8M Sell
103,216
-19,483
-16% -$2.56M 0.2% 59
2025
Q2 		$16.7M Sell
122,699
-24,640
-17% -$3.25M 0.26% 53
2025
Q1 		$19.5M Sell
147,339
-630,325
-81% -$80.2M 0.31% 50
2024
Q4 		$88M Sell
777,664
-7,565
-1% -$874K 1.32% 27
2024
Q3 		$89.5M Sell
785,229
-40,915
-5% -$4.49M 1.34% 31
2024
Q2 		$85.8M Sell
826,144
-22,030
-3% -$2.34M 1.35% 30
2024
Q1 		$96.4M Buy
848,174
+3,678
+0.4% +$422K 1.51% 25
2023
Q4 		$93M Sell
844,496
-4,140
-0.5% -$414K 1.56% 26
2023
Q3 		$82.2M Buy
848,636
+1,875
+0.2% +$197K 1.54% 26
2023
Q2 		$92.3M Buy
846,761
+3,107
+0.4% +$331K 1.69% 22
2023
Q1 		$85.4M Buy
843,654
+1,345
+0.2% +$142K 1.7% 21
2022
Q4 		$92.5M Buy
842,309
+793
+0.1% +$82.1K 1.94% 17
2022
Q3 		$81.4M Buy
841,516
+3,751
+0.4% +$400K 1.84% 17
2022
Q2 		$91M Sell
837,765
-5,586
-0.7% -$634K 1.92% 16
2022
Q1 		$99.8M Buy
843,351
+3,092
+0.4% +$383K 1.77% 17
2021
Q4 		$118M Buy
840,259
+3,840
+0.5% +$492K 1.92% 16
2021
Q3 		$98.8M Sell
836,419
-2,499
-0.3% -$307K 1.79% 17
2021
Q2 		$97.3M Buy
838,918
+22,291
+3% +$2.6M 1.78% 17
2021
Q1 		$97.9M Buy
816,627
+10,175
+1% +$1.21M 1.94% 15
2020
Q4 		$88.3M Buy
806,452
+8,302
+1% +$902K 1.9% 14
2020
Q3 		$86.9M Buy
798,150
+8,872
+1% +$900K 2.13% 12
2020
Q2 		$72.2M Buy
789,278
+7,873
+1% +$712K 1.93% 14
2020
Q1 		$61.7M Buy
781,405
+33,453
+4% +$2.79M 2.03% 14
2019
Q4 		$65M Buy
747,952
+22,818
+3% +$1.91M 1.75% 20
2019
Q3 		$60.7M Buy
725,134
+25,246
+4% +$2.15M 1.78% 18
2019
Q2 		$58.9M Buy
699,888
+45,736
+7% +$3.6M 1.79% 19
2019
Q1 		$52.3M Buy
654,152
+78,647
+14% +$5.85M 1.68% 18
2018
Q4 		$41.6M Buy
575,505
+464,293
+417% +$32.6M 1.57% 22
2018
Q3 		$8.16M Sell
111,212
-8,650
-7% -$568K 0.26% 68
2018
Q2 		$7.31M Buy
119,862
+1,169
+1% +$70.9K 0.25% 69
2018
Q1 		$7.11M Sell
118,693
-2,176
-2% -$131K 0.27% 69
2017
Q4 		$6.9M Sell
120,869
-200
-0.2% -$11.1K 0.26% 70
2017
Q3 		$6.46M Sell
121,069
-145
-0.1% -$7.28K 0.25% 74
2017
Q2 		$5.89M Sell
121,214
-1,194
-1% -$54K 0.23% 81
2017
Q1 		$5.44M Sell
122,408
-5,292
-4% -$229K 0.21% 85
2016
Q4 		$4.91M Buy
127,700
+9,715
+8% +$385K 0.2% 85
2016
Q3 		$4.99M Buy
117,985
+519
+0.4% +$22.2K 0.21% 89
2016
Q2 		$4.62M Sell
117,466
-7,712
-6% -$307K 0.2% 90
2016
Q1 		$5.24M Sell
125,178
-5,053
-4% -$200K 0.23% 83
2015
Q4 		$5.85M Buy
130,231
+3,498
+3% +$154K 0.27% 79
2015
Q3 		$5.09M Buy
126,733
+11,206
+10% +$528K 0.24% 88
2015
Q2 		$5.67M Buy
115,527
+2,410
+2% +$116K 0.26% 86
2015
Q1 		$5.24M Sell
113,117
-2,477
-2% -$114K 0.24% 91
2014
Q4 		$5.21M Sell
115,594
-959
-0.8% -$41.8K 0.26% 86
2014
Q3 		$4.84M Buy
116,553
+9,053
+8% +$383K 0.24% 91
2014
Q2 		$4.39M Buy
107,500
+10,158
+10% +$399K 0.23% 95
2014
Q1 		$3.75M Sell
97,342
-18,511
-16% -$714K 0.21% 100
2013
Q4 		$4.44M Buy
115,853
+8,660
+8% +$319K 0.24% 99
2013
Q3 		$3.56M Buy
107,193
+1,725
+2% +$60.5K 0.2% 119
2013
Q2 		$3.68M Buy
+105,468
New +$3.87M 0.21% 117

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

Evercore Wealth Management's ABT Position: Q1 2026 in Review

Evercore Wealth Management reduced its Abbott (ABT) stake by 10% in Q1 2026, selling an estimated $1.14M and leaving 87,823 shares worth $9.02M. The position accounts for 0.14% of the portfolio, ranked #79.

Evercore Wealth Management first reported a position in ABT in Q2 2013 and has held it in 52 quarters since. The position peaked at $118M in Q4 2021. 3,090 funds tracked by Wall St. Rank hold ABT as of Q1 2026.

  • Evercore Wealth Management held 87,823 shares of Abbott worth $9.02M as of Q1 2026.
  • Evercore Wealth Management sold 10,086 Abbott shares in Q1 2026, an estimated $1.14M.
  • Abbott made up 0.14% of Evercore Wealth Management's portfolio in Q1 2026, its #79 holding.
  • Evercore Wealth Management first reported a position in Abbott in Q2 2013 and has held it in 52 quarters since.
  • Evercore Wealth Management's Abbott position peaked at $118M in Q4 2021.
  • 3,090 funds tracked by Wall St. Rank held Abbott as of Q1 2026.

Based on Evercore Wealth Management's 13F filing for Q1 2026, filed 15 May 2026.