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Capital Planning’s Abbott ABT Stock Holding History

Capital Planning’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 		$930K Sell
10,252
-6,208
-38% -$567K 0.27% 39
2026
Q1 		$1.69M Sell
16,460
-2,298
-12% -$259K 0.55% 30
2025
Q4 		$2.33M Buy
18,758
+10,780
+135% +$1.37M 0.65% 32
2025
Q3 		$1.07M Buy
7,978
+4,455
+126% +$585K 0.31% 36
2025
Q2 		$479K Sell
3,523
-4,500
-56% -$593K 0.15% 48
2025
Q1 		$1.06M Sell
8,023
-650
-7% -$82.7K 0.3% 47
2024
Q4 		$981K Buy
8,673
+100
+1% +$11.6K 0.26% 50
2024
Q3 		$977K Buy
8,573
+50
+0.6% +$5.48K 0.27% 46
2024
Q2 		$886K Hold
8,523
– – 0.27% 45
2024
Q1 		$969K Buy
8,523
+902
+12% +$103K 0.32% 43
2023
Q4 		$839K Hold
7,621
– – 0.3% 45
2023
Q3 		$738K Hold
7,621
– – 0.29% 49
2023
Q2 		$831K Hold
7,621
– – 0.32% 45
2023
Q1 		$772K Hold
7,621
– – 0.32% 44
2022
Q4 		$837K Hold
7,621
– – 0.37% 47
2022
Q3 		$737K Sell
7,621
-2,870
-27% -$306K 0.42% 32
2022
Q2 		$1.14M Sell
10,491
-477
-4% -$54.2K 0.62% 31
2022
Q1 		$1.3M Hold
10,968
– – 0.51% 32
2021
Q4 		$1.54M Hold
10,968
– – 0.57% 33
2021
Q3 		$1.3M Hold
10,968
– – 0.53% 32
2021
Q2 		$1.27M Sell
10,968
-285
-3% -$33.2K 0.54% 32
2021
Q1 		$1.35M Sell
11,253
-428
-4% -$50.7K 0.59% 31
2020
Q4 		$1.28M Buy
+11,681
New +$1.27M 0.6% 31

Other funds holding ABT

Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
WT
Wellcome Trust London, United Kingdom $9.01B AUM 12.05% 1-Year Est. Return
RG
Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
DC
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
MMC
Mizuho Markets Cayman Grand Cayman, Cayman Islands $2.67B AUM 103.47% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Capital Planning's ABT Position: Q2 2026 in Review

Capital Planning reduced its Abbott (ABT) stake by 38% in Q2 2026, selling an estimated $567K and leaving 10,252 shares worth $930K. The position accounts for 0.27% of the portfolio, ranked #39.

Capital Planning first reported a position in ABT in Q4 2020 and has held it in 23 quarters since. The position peaked at $2.33M in Q4 2025. 940 funds tracked by Wall St. Rank hold ABT as of Q2 2026.

  • Capital Planning held 10,252 shares of Abbott worth $930K as of Q2 2026.
  • Capital Planning sold 6,208 Abbott shares in Q2 2026, an estimated $567K.
  • Abbott made up 0.27% of Capital Planning's portfolio in Q2 2026, its #39 holding.
  • Capital Planning first reported a position in Abbott in Q4 2020 and has held it in 23 quarters since.
  • Capital Planning's Abbott position peaked at $2.33M in Q4 2025.
  • 940 funds tracked by Wall St. Rank held Abbott as of Q2 2026.

Based on Capital Planning's 13F filing for Q2 2026, filed 22 Jul 2026.