BankPlus Wealth Management’s Abbott ABT Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q3
$237K Sell
2,399
-117
-5% -$12.2K 0.1% 109
2026
Q2
$228K Sell
2,516
-1,809
-42% -$165K 0.1% 111
2026
Q1
$444K Sell
4,325
-3,001
-41% -$339K 0.23% 74
2025
Q4
$918K Sell
7,326
-63
-0.9% -$8.03K 0.51% 32
2025
Q3
$989K Buy
7,389
+47
+0.6% +$6.17K 0.58% 28
2025
Q2
$998K Buy
7,342
+12
+0.2% +$1.58K 0.66% 24
2025
Q1
$972K Buy
7,330
+85
+1% +$10.8K 0.71% 23
2024
Q4
$819K Buy
+7,245
New +$837K 0.61% 28

Other funds holding ABT

BankPlus Wealth Management's ABT Position: Q3 2026 in Review

BankPlus Wealth Management reduced its Abbott (ABT) stake by 4.7% in Q3 2026, selling an estimated $12.2K and leaving 2,399 shares worth $237K. The position accounts for 0.1% of the portfolio, ranked #109.

BankPlus Wealth Management first reported a position in ABT in Q4 2024 and has held it in 8 quarters since. The position peaked at $998K in Q2 2025. 1,921 funds tracked by Wall St. Rank hold ABT as of Q3 2026.

  • BankPlus Wealth Management held 2,399 shares of Abbott worth $237K as of Q3 2026.
  • BankPlus Wealth Management sold 117 Abbott shares in Q3 2026, an estimated $12.2K.
  • Abbott made up 0.1% of BankPlus Wealth Management's portfolio in Q3 2026, its #109 holding.
  • BankPlus Wealth Management first reported a position in Abbott in Q4 2024 and has held it in 8 quarters since.
  • BankPlus Wealth Management's Abbott position peaked at $998K in Q2 2025.
  • 1,921 funds tracked by Wall St. Rank held Abbott as of Q3 2026.

Based on BankPlus Wealth Management's 13F filing for Q3 2026, filed 13 Oct 2026.