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Phillips Financial Management’s Abbott ABT Stock Holding History

Phillips Financial Management’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 		$381K Buy
3,711
+16
+0.4% +$1.81K 0.03% 153
2025
Q4 		$463K Sell
3,695
-192
-5% -$24.5K 0.03% 146
2025
Q3 		$521K Buy
3,887
+1,292
+50% +$170K 0.03% 146
2025
Q2 		$353K Sell
2,595
-43
-2% -$5.67K 0.03% 155
2025
Q1 		$350K Buy
2,638
+497
+23% +$63.3K 0.03% 150
2024
Q4 		$242K Buy
2,141
+116
+6% +$13.4K 0.02% 161
2024
Q3 		$231K Sell
2,025
-615
-23% -$67.5K 0.02% 171
2024
Q2 		$274K Buy
2,640
+102
+4% +$10.8K 0.02% 155
2024
Q1 		$288K Buy
2,538
+435
+21% +$49.9K 0.02% 155
2023
Q4 		$231K Buy
+2,103
New +$210K 0.02% 158
2023
Q3 		– Sell
-2,100
Closed -$229K – 239
2023
Q2 		$229K Buy
2,100
+109
+5% +$11.6K 0.02% 155
2023
Q1 		$202K Sell
1,991
-22
-1% -$2.32K 0.02% 160
2022
Q4 		$221K Buy
+2,013
New +$208K 0.02% 144
2022
Q2 		– Sell
-2,120
Closed -$252K – 107
2022
Q1 		$252K Buy
+2,120
New +$263K 0.02% 131

Other funds holding ABT

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital Research Global Investors
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
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Phillips Financial Management's ABT Position: Q1 2026 in Review

Phillips Financial Management increased its Abbott (ABT) stake by 0.43% in Q1 2026, buying an estimated $1.81K and bringing the position to 3,711 shares worth $381K. The position accounts for 0.03% of the portfolio, ranked #153.

Phillips Financial Management first reported a position in ABT in Q1 2022 and has held it in 14 quarters since. The position peaked at $521K in Q3 2025. 3,085 funds tracked by Wall St. Rank hold ABT as of Q1 2026.

  • Phillips Financial Management held 3,711 shares of Abbott worth $381K as of Q1 2026.
  • Phillips Financial Management bought 16 Abbott shares in Q1 2026, an estimated $1.81K.
  • Abbott made up 0.03% of Phillips Financial Management's portfolio in Q1 2026, its #153 holding.
  • Phillips Financial Management first reported a position in Abbott in Q1 2022 and has held it in 14 quarters since.
  • Phillips Financial Management's Abbott position peaked at $521K in Q3 2025.
  • 3,085 funds tracked by Wall St. Rank held Abbott as of Q1 2026.

Based on Phillips Financial Management's 13F filing for Q1 2026, filed 16 Apr 2026.