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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
Q2 		– Sell
-3,711
Closed -$381K – 292
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 $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

Phillips Financial Management's ABT Position: Q2 2026 in Review

Phillips Financial Management sold out of Abbott (ABT) in Q2 2026, closing a stake of 3,711 shares — an estimated $381K sold.

Phillips Financial Management first reported a position in ABT in Q1 2022 and held it in 14 quarters. The position peaked at $521K in Q3 2025. 2,968 funds tracked by Wall St. Rank hold ABT as of Q2 2026.

  • Phillips Financial Management reported no remaining Abbott position as of Q2 2026 after selling out during the quarter.
  • Phillips Financial Management sold 3,711 Abbott shares in Q2 2026, an estimated $381K.
  • Phillips Financial Management first reported a position in Abbott in Q1 2022 and held it in 14 quarters.
  • Phillips Financial Management's Abbott position peaked at $521K in Q3 2025.
  • 2,968 funds tracked by Wall St. Rank held Abbott as of Q2 2026.

Based on Phillips Financial Management's 13F filing for Q2 2026, filed 3 Aug 2026.