BankPlus Wealth Management’s Abbott ABT Stock Holding History

BankPlus 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 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

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Wellcome Trust London, United Kingdom $9.01B AUM 12.05% 1-Year Est. Return

Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return

Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

ATO

Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return

BankPlus Wealth Management's ABT Position: Q2 2026 in Review

BankPlus Wealth Management reduced its Abbott (ABT) stake by 42% in Q2 2026, selling an estimated $165K and leaving 2,516 shares worth $228K. The position accounts for 0.1% of the portfolio, ranked #111.

BankPlus Wealth Management first reported a position in ABT in Q4 2024 and has held it in 7 quarters since. The position peaked at $998K in Q2 2025. 1,385 funds tracked by Wall St. Rank hold ABT as of Q2 2026.

BankPlus Wealth Management held 2,516 shares of Abbott worth $228K as of Q2 2026.
BankPlus Wealth Management sold 1,809 Abbott shares in Q2 2026, an estimated $165K.
Abbott made up 0.1% of BankPlus Wealth Management's portfolio in Q2 2026, its #111 holding.
BankPlus Wealth Management first reported a position in Abbott in Q4 2024 and has held it in 7 quarters since.
BankPlus Wealth Management's Abbott position peaked at $998K in Q2 2025.
1,385 funds tracked by Wall St. Rank held Abbott as of Q2 2026.

Based on BankPlus Wealth Management's 13F filing for Q2 2026, filed 20 Jul 2026.