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Cape Investment Advisory’s Abbott ABT Stock Holding History

Cape Investment Advisory’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 		$74.2K Buy
+817
New +$74.6K 0.02% 399
2026
Q1 		– Sell
-934
Closed -$117K – 232
2025
Q4 		$117K Buy
934
+837
+863% +$107K 0.04% 275
2025
Q3 		$13K Sell
97
-1,010
-91% -$133K 0.01% 364
2025
Q2 		$151K Sell
1,107
-57
-5% -$7.52K 0.05% 215
2025
Q1 		$154K Sell
1,164
-72
-6% -$9.16K 0.06% 201
2024
Q4 		$140K Buy
1,236
+76
+7% +$8.78K 0.05% 211
2024
Q3 		$132K Hold
1,160
– – 0.05% 214
2024
Q2 		$120K Buy
1,160
+3
+0.3% +$318 0.05% 212
2024
Q1 		$132K Sell
1,157
-17
-1% -$1.95K 0.06% 188
2023
Q4 		$129K Buy
1,174
+18
+2% +$1.8K 0.06% 189
2023
Q3 		$112K Buy
1,156
+1
+0.1% +$105 0.06% 197
2023
Q2 		$126K Buy
1,155
+56
+5% +$5.97K 0.07% 181
2023
Q1 		$111K Buy
+1,099
New +$116K 0.07% 181

Other funds holding ABT

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

Cape Investment Advisory's ABT Position: Q2 2026 in Review

Cape Investment Advisory opened a new position in Abbott (ABT) in Q2 2026: 817 shares worth $74.2K. The stake represents 0.02% of the portfolio and ranks #399 among its holdings. This is a return to the name: Cape Investment Advisory previously reported a position in ABT as recently as Q4 2025.

Cape Investment Advisory first reported a position in ABT in Q1 2023 and has held it in 13 quarters since. The position peaked at $154K in Q1 2025. 2,950 funds tracked by Wall St. Rank hold ABT as of Q2 2026.

  • Cape Investment Advisory held 817 shares of Abbott worth $74.2K as of Q2 2026.
  • Abbott was a new Cape Investment Advisory position in Q2 2026.
  • Abbott made up 0.02% of Cape Investment Advisory's portfolio in Q2 2026, its #399 holding.
  • Cape Investment Advisory first reported a position in Abbott in Q1 2023 and has held it in 13 quarters since.
  • Cape Investment Advisory's Abbott position peaked at $154K in Q1 2025.
  • 2,950 funds tracked by Wall St. Rank held Abbott as of Q2 2026.

Based on Cape Investment Advisory's 13F filing for Q2 2026, filed 23 Jul 2026.