FWP
ABT icon

Falcon Wealth Planning’s Abbott ABT Stock Holding History

Falcon Wealth 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 		$226K Buy
2,486
+406
+20% +$37.1K 0.01% 231
2026
Q1 		$214K Sell
2,080
-48
-2% -$5.42K 0.01% 223
2025
Q4 		$267K Sell
2,128
-99
-4% -$12.6K 0.02% 178
2025
Q3 		$298K Buy
2,227
+95
+4% +$12.5K 0.03% 151
2025
Q2 		$290K Sell
2,132
-67
-3% -$8.84K 0.03% 139
2025
Q1 		$292K Buy
2,199
+384
+21% +$48.9K 0.03% 141
2024
Q4 		$205K Sell
1,815
-77
-4% -$8.9K 0.02% 155
2024
Q3 		$216K Buy
+1,892
New +$208K 0.03% 144
2024
Q1 		– Sell
-1,882
Closed -$207K – 134
2023
Q4 		$207K Buy
+1,882
New +$188K 0.04% 125

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

Falcon Wealth Planning's ABT Position: Q2 2026 in Review

Falcon Wealth Planning increased its Abbott (ABT) stake by 20% in Q2 2026, buying an estimated $37.1K and bringing the position to 2,486 shares worth $226K. The position accounts for 0.01% of the portfolio, ranked #231.

Falcon Wealth Planning first reported a position in ABT in Q4 2023 and has held it in 9 quarters since. The position peaked at $298K in Q3 2025. 2,965 funds tracked by Wall St. Rank hold ABT as of Q2 2026.

  • Falcon Wealth Planning held 2,486 shares of Abbott worth $226K as of Q2 2026.
  • Falcon Wealth Planning bought 406 Abbott shares in Q2 2026, an estimated $37.1K.
  • Abbott made up 0.01% of Falcon Wealth Planning's portfolio in Q2 2026, its #231 holding.
  • Falcon Wealth Planning first reported a position in Abbott in Q4 2023 and has held it in 9 quarters since.
  • Falcon Wealth Planning's Abbott position peaked at $298K in Q3 2025.
  • 2,965 funds tracked by Wall St. Rank held Abbott as of Q2 2026.

Based on Falcon Wealth Planning's 13F filing for Q2 2026, filed 13 Jul 2026.