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Capstone Financial Advisors’s Abbott ABT Stock Holding History

Capstone Financial Advisors’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 		$299K Buy
3,300
+316
+11% +$28.8K 0.01% 143
2026
Q1 		$306K Sell
2,984
-13
-0.4% -$1.47K 0.02% 137
2025
Q4 		$376K Sell
2,997
-336
-10% -$42.8K 0.02% 118
2025
Q3 		$446K Buy
3,333
+21
+0.6% +$2.76K 0.02% 107
2025
Q2 		$450K Sell
3,312
-441
-12% -$58.2K 0.03% 99
2025
Q1 		$498K Sell
3,753
-81
-2% -$10.3K 0.03% 92
2024
Q4 		$434K Sell
3,834
-180
-4% -$20.8K 0.03% 96
2024
Q3 		$458K Buy
4,014
+595
+17% +$65.3K 0.03% 90
2024
Q2 		$355K Sell
3,419
-170
-5% -$18K 0.02% 103
2024
Q1 		$408K Sell
3,589
-80
-2% -$9.17K 0.03% 95
2023
Q4 		$404K Sell
3,669
-89
-2% -$8.89K 0.03% 93
2023
Q3 		$364K Buy
3,758
+115
+3% +$12.1K 0.03% 92
2023
Q2 		$397K Buy
3,643
+301
+9% +$32.1K 0.03% 87
2023
Q1 		$338K Buy
3,342
+2
+0.1% +$211 0.03% 91
2022
Q4 		$367K Buy
3,340
+28
+0.8% +$2.9K 0.03% 86
2022
Q3 		$320K Buy
3,312
+190
+6% +$20.3K 0.03% 94
2022
Q2 		$339K Sell
3,122
-94
-3% -$10.7K 0.03% 93
2022
Q1 		$381K Buy
3,216
+676
+27% +$83.8K 0.03% 96
2021
Q4 		$357K Sell
2,540
-1,104
-30% -$141K 0.03% 93
2021
Q3 		$430K Sell
3,644
-96
-3% -$11.8K 0.03% 75
2021
Q2 		$434K Buy
3,740
+1,230
+49% +$143K 0.03% 81
2021
Q1 		$301K Buy
2,510
+52
+2% +$6.16K 0.03% 87
2020
Q4 		$269K Buy
2,458
+332
+16% +$36.1K 0.03% 86
2020
Q3 		$231K Sell
2,126
-100
-4% -$10.1K 0.02% 91
2020
Q2 		$204K Buy
+2,226
New +$201K 0.02% 90

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

Capstone Financial Advisors's ABT Position: Q2 2026 in Review

Capstone Financial Advisors increased its Abbott (ABT) stake by 11% in Q2 2026, buying an estimated $28.8K and bringing the position to 3,300 shares worth $299K. The position accounts for 0.01% of the portfolio, ranked #143.

Capstone Financial Advisors first reported a position in ABT in Q2 2020 and has held it in 25 quarters since. The position peaked at $498K in Q1 2025. 2,961 funds tracked by Wall St. Rank hold ABT as of Q2 2026.

  • Capstone Financial Advisors held 3,300 shares of Abbott worth $299K as of Q2 2026.
  • Capstone Financial Advisors bought 316 Abbott shares in Q2 2026, an estimated $28.8K.
  • Abbott made up 0.01% of Capstone Financial Advisors's portfolio in Q2 2026, its #143 holding.
  • Capstone Financial Advisors first reported a position in Abbott in Q2 2020 and has held it in 25 quarters since.
  • Capstone Financial Advisors's Abbott position peaked at $498K in Q1 2025.
  • 2,961 funds tracked by Wall St. Rank held Abbott as of Q2 2026.

Based on Capstone Financial Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.