Bernardo Wealth Planning’s Abbott ABT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $251K | Buy |
2,770
+438
| +19% | +$40K | 0.04% | 119 |
|
|
2026
Q1 | $239K | Buy |
2,332
+56
| +2% | +$6.32K | 0.05% | 111 |
|
|
2025
Q4 | $285K | Sell |
2,276
-5
| -0.2% | -$637 | 0.05% | 104 |
|
|
2025
Q3 | $305K | Buy |
2,281
+9
| +0.4% | +$1.18K | 0.06% | 97 |
|
|
2025
Q2 | $309K | Buy |
2,272
+80
| +4% | +$10.5K | 0.07% | 93 |
|
|
2025
Q1 | $291K | Buy |
2,192
+72
| +3% | +$9.16K | 0.07% | 93 |
|
|
2024
Q4 | $238K | Sell |
2,120
-14
| -0.7% | -$1.62K | 0.06% | 100 |
|
|
2024
Q3 | $252K | Buy |
2,134
+37
| +2% | +$4.06K | 0.06% | 97 |
|
|
2024
Q2 | $218K | Sell |
2,097
-111
| -5% | -$11.8K | 0.06% | 95 |
|
|
2024
Q1 | $251K | Buy |
2,208
+111
| +5% | +$12.7K | 0.07% | 87 |
|
|
2023
Q4 | $231K | Sell |
2,097
-300
| -13% | -$30K | 0.07% | 79 |
|
|
2023
Q3 | $232K | Buy |
2,397
+5
| +0.2% | +$525 | 0.09% | 73 |
|
|
2023
Q2 | $261K | Sell |
2,392
-8
| -0.3% | -$853 | 0.1% | 69 |
|
|
2023
Q1 | $243K | Hold |
2,400
| – | – | 0.1% | 74 |
|
|
2022
Q4 | $264K | Sell |
2,400
-213
| -8% | -$22.1K | 0.12% | 73 |
|
|
2022
Q3 | $248K | Sell |
2,613
-300
| -10% | -$32K | 0.14% | 71 |
|
|
2022
Q2 | $316K | Hold |
2,913
| – | – | 0.18% | 59 |
|
|
2022
Q1 | $344K | Buy |
2,913
+580
| +25% | +$71.9K | 0.17% | 62 |
|
|
2021
Q4 | $328K | Buy |
2,333
+210
| +10% | +$26.9K | 0.16% | 61 |
|
|
2021
Q3 | $250K | Buy |
2,123
+8
| +0.4% | +$983 | 0.15% | 66 |
|
|
2021
Q2 | $245K | Hold |
2,115
| – | – | 0.15% | 67 |
|
|
2021
Q1 | $253K | Sell |
2,115
-4,030
| -66% | -$477K | 0.16% | 64 |
|
|
2020
Q4 | $672K | Sell |
6,145
-58
| -0.9% | -$6.3K | 0.26% | 82 |
|
|
2020
Q3 | $675K | Sell |
6,203
-17
| -0.3% | -$1.73K | 0.3% | 68 |
|
|
2020
Q2 | $568K | Buy |
6,220
+65
| +1% | +$5.88K | 0.3% | 67 |
|
|
2020
Q1 | $485K | Buy |
6,155
+26
| +0.4% | +$2.17K | 0.34% | 74 |
|
|
2019
Q4 | $532K | Sell |
6,129
-10
| -0.2% | -$838 | 0.32% | 73 |
|
|
2019
Q3 | $513K | Hold |
6,139
| – | – | 0.37% | 67 |
|
|
2019
Q2 | $516K | Sell |
6,139
-92
| -1% | -$7.24K | 0.4% | 61 |
|
|
2019
Q1 | $498K | Sell |
6,231
-3
| -0% | -$223 | 0.39% | 62 |
|
|
2018
Q4 | $451K | Buy |
+6,234
| New | +$438K | 0.4% | 60 |
|
Other funds holding ABT
Bernardo Wealth Planning's ABT Position: Q2 2026 in Review
Bernardo Wealth Planning increased its Abbott (ABT) stake by 19% in Q2 2026, buying an estimated $40K and bringing the position to 2,770 shares worth $251K. The position accounts for 0.04% of the portfolio, ranked #119.
Bernardo Wealth Planning first reported a position in ABT in Q4 2018 and has held it in 31 quarters since. The position peaked at $675K in Q3 2020. 2,964 funds tracked by Wall St. Rank hold ABT as of Q2 2026.
- Bernardo Wealth Planning held 2,770 shares of Abbott worth $251K as of Q2 2026.
- Bernardo Wealth Planning bought 438 Abbott shares in Q2 2026, an estimated $40K.
- Abbott made up 0.04% of Bernardo Wealth Planning's portfolio in Q2 2026, its #119 holding.
- Bernardo Wealth Planning first reported a position in Abbott in Q4 2018 and has held it in 31 quarters since.
- Bernardo Wealth Planning's Abbott position peaked at $675K in Q3 2020.
- 2,964 funds tracked by Wall St. Rank held Abbott as of Q2 2026.
Based on Bernardo Wealth Planning's 13F filing for Q2 2026, filed 27 Jul 2026.