Capital & Planning LLC’s Abbott ABT Stock Holding History

Capital & Planning LLC’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
2025 Q1	–	Sell	-10	Closed	-$1.13K	–	36
2024 Q4	$1.13K	Buy	+10	New	+$1.16K	﹤0.01%	173

Other funds holding ABT

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Capital & Planning LLC's ABT Position: Q1 2025 in Review

Capital & Planning LLC sold out of Abbott (ABT) in Q1 2025, closing a stake of 10 shares — an estimated $1.13K sold.

Capital & Planning LLC first reported a position in ABT in Q4 2024 and held it in 1 quarter. The position peaked at $1.13K in Q4 2024. 3,169 funds tracked by Wall St. Rank hold ABT as of Q1 2025.

Capital & Planning LLC reported no remaining Abbott position as of Q1 2025 after selling out during the quarter.
Capital & Planning LLC sold 10 Abbott shares in Q1 2025, an estimated $1.13K.
Capital & Planning LLC first reported a position in Abbott in Q4 2024 and held it in 1 quarter.
Capital & Planning LLC's Abbott position peaked at $1.13K in Q4 2024.
3,169 funds tracked by Wall St. Rank held Abbott as of Q1 2025.

Based on Capital & Planning LLC's 13F filing for Q1 2025, filed 16 May 2025.