Financial Plan Inc’s Abbott ABT Stock Holding History

Financial Plan Inc’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 Q1	$367K	Sell	3,570 -65	-2%	-$7.34K	0.04%	71
2025 Q4	$455K	Buy	+3,635	New	+$463K	0.05%	62

Other funds holding ABT

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 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

Financial Plan Inc's ABT Position: Q1 2026 in Review

Financial Plan Inc reduced its Abbott (ABT) stake by 1.8% in Q1 2026, selling an estimated $7.34K and leaving 3,570 shares worth $367K. The position accounts for 0.04% of the portfolio, ranked #71.

Financial Plan Inc first reported a position in ABT in Q4 2025 and has held it in 2 quarters since. The position peaked at $455K in Q4 2025. 3,098 funds tracked by Wall St. Rank hold ABT as of Q1 2026.

Financial Plan Inc held 3,570 shares of Abbott worth $367K as of Q1 2026.
Financial Plan Inc sold 65 Abbott shares in Q1 2026, an estimated $7.34K.
Abbott made up 0.04% of Financial Plan Inc's portfolio in Q1 2026, its #71 holding.
Financial Plan Inc first reported a position in Abbott in Q4 2025 and has held it in 2 quarters since.
Financial Plan Inc's Abbott position peaked at $455K in Q4 2025.
3,098 funds tracked by Wall St. Rank held Abbott as of Q1 2026.

Based on Financial Plan Inc's 13F filing for Q1 2026, filed 27 Apr 2026.