NBWM
ABT icon

North Berkeley Wealth Management’s Abbott ABT Stock Holding History

North Berkeley 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 		$284K Hold
2,763
– – 0.15% 63
2025
Q4 		$346K Hold
2,763
– – 0.2% 60
2025
Q3 		$370K Hold
2,763
– – 0.29% 47
2025
Q2 		$376K Buy
2,763
+870
+46% +$115K 0.34% 43
2025
Q1 		$251K Sell
1,893
-36
-2% -$4.58K 0.26% 53
2024
Q4 		$218K Buy
+1,929
New +$223K 0.22% 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

North Berkeley Wealth Management's ABT Position: Q1 2026 in Review

North Berkeley Wealth Management held its Abbott (ABT) position steady in Q1 2026 at 2,763 shares worth $284K. The position accounts for 0.15% of the portfolio, ranked #63.

North Berkeley Wealth Management first reported a position in ABT in Q4 2024 and has held it in 6 quarters since. The position peaked at $376K in Q2 2025. 3,083 funds tracked by Wall St. Rank hold ABT as of Q1 2026.

  • North Berkeley Wealth Management held 2,763 shares of Abbott worth $284K as of Q1 2026.
  • North Berkeley Wealth Management left its Abbott share count unchanged in Q1 2026.
  • Abbott made up 0.15% of North Berkeley Wealth Management's portfolio in Q1 2026, its #63 holding.
  • North Berkeley Wealth Management first reported a position in Abbott in Q4 2024 and has held it in 6 quarters since.
  • North Berkeley Wealth Management's Abbott position peaked at $376K in Q2 2025.
  • 3,083 funds tracked by Wall St. Rank held Abbott as of Q1 2026.

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