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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
Q2 		$324K Hold
3,570
– – 0.03% 81
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
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 $3.38T AUM 44.17% 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

Financial Plan Inc's ABT Position: Q2 2026 in Review

Financial Plan Inc held its Abbott (ABT) position steady in Q2 2026 at 3,570 shares worth $324K. The position accounts for 0.03% of the portfolio, ranked #81.

Financial Plan Inc first reported a position in ABT in Q4 2025 and has held it in 3 quarters since. The position peaked at $455K in Q4 2025. 2,981 funds tracked by Wall St. Rank hold ABT as of Q2 2026.

  • Financial Plan Inc held 3,570 shares of Abbott worth $324K as of Q2 2026.
  • Financial Plan Inc left its Abbott share count unchanged in Q2 2026.
  • Abbott made up 0.03% of Financial Plan Inc's portfolio in Q2 2026, its #81 holding.
  • Financial Plan Inc first reported a position in Abbott in Q4 2025 and has held it in 3 quarters since.
  • Financial Plan Inc's Abbott position peaked at $455K in Q4 2025.
  • 2,981 funds tracked by Wall St. Rank held Abbott as of Q2 2026.

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