Creative Planning’s Abbott ABT Stock Holding History

Creative 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
2023 Q1	–	Sell	-500	Closed	-$2.82K	–	2647
2022 Q4	$2.82K	Hold	500	–	–	﹤0.01%	2411
2022 Q3	$2K	Hold	500	–	–	﹤0.01%	2282
2022 Q2	$6K	Hold	500	–	–	﹤0.01%	2222
2022 Q1	$9K	Buy	+500	New	+$62K	﹤0.01%	2197
2021 Q2	–	Sell	-1,200	Closed	-$19K	–	2056
2021 Q1	$19K	Sell	1,200 -200	-14%	-$23.7K	﹤0.01%	2439
2020 Q4	$14K	Sell	1,400 -4,100	-75%	-$446K	﹤0.01%	2207
2020 Q3	$21K	Buy	5,500 +5,000	+1,000%	+$507K	﹤0.01%	1978
2020 Q2	$1K	Sell	500 -100	-17%	-$9.04K	﹤0.01%	1973
2020 Q1	$1K	Buy	+600	New	+$50.1K	﹤0.01%	1836
2019 Q2	–	Sell	-100	Closed	-$4K	–	2017
2019 Q1	$4K	Hold	100	–	–	﹤0.01%	1913
2018 Q4	$3K	Hold	100	–	–	﹤0.01%	1881
2018 Q3	$3K	Hold	100	–	–	﹤0.01%	2025
2018 Q2	$2K	Hold	100	–	–	﹤0.01%	1998
2018 Q1	$2K	Buy	+100	New	+$6.03K	﹤0.01%	1982
2017 Q3	–	Sell	-800	Closed	-$10K	–	1890
2017 Q2	$10K	Hold	800	–	–	﹤0.01%	3606
2017 Q1	$7K	Hold	800	–	–	﹤0.01%	3774
2016 Q4	$4K	Buy	800 +400	+100%	+$15.9K	﹤0.01%	4029
2016 Q3	$3K	Sell	400 -1,000	-71%	-$42.8K	﹤0.01%	4062
2016 Q2	$6K	Buy	+1,400	New	+$55.7K	﹤0.01%	3516

Other funds holding ABT

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

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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

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

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

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

Capital International Investors Los Angeles, California $427B AUM 29.17% 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

Creative Planning's ABT Position: Q1 2026 in Review

Creative Planning increased its Abbott (ABT) stake by 4.4% in Q1 2026, buying an estimated $5.52M and bringing the position to 1,151,073 shares worth $118M. The position accounts for 0.08% of the portfolio, ranked #113.

Creative Planning first reported a position in ABT in Q2 2013 and has held it in 52 quarters since. The position peaked at $143M in Q3 2025. 3,086 funds tracked by Wall St. Rank hold ABT as of Q1 2026.

Creative Planning held 1,151,073 shares of Abbott worth $118M as of Q1 2026.
Creative Planning bought 48,917 Abbott shares in Q1 2026, an estimated $5.52M.
Abbott made up 0.08% of Creative Planning's portfolio in Q1 2026, its #113 holding.
Creative Planning first reported a position in Abbott in Q2 2013 and has held it in 52 quarters since.
Creative Planning's Abbott position peaked at $143M in Q3 2025.
3,086 funds tracked by Wall St. Rank held Abbott as of Q1 2026.

Based on Creative Planning's 13F filing for Q1 2026, filed 12 May 2026.