PWP
ABT icon

Phillips Wealth Planners’s Abbott ABT Stock Holding History

Phillips Wealth Planners’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 		$805K Buy
8,398
+438
+6% +$40K 0.59% 47
2026
Q1 		$657K Sell
7,960
-1,163
-13% -$131K 0.49% 59
2025
Q4 		$1.1M Buy
9,123
+739
+9% +$94.1K 0.88% 31
2025
Q3 		$1.12M Buy
8,384
+736
+10% +$96.6K 0.93% 23
2025
Q2 		$1.02M Buy
7,648
+29
+0.4% +$3.82K 0.92% 27
2025
Q1 		$967K Sell
7,619
-20
-0.3% -$2.54K 1.02% 24
2024
Q4 		$858K Sell
7,639
-5
-0.1% -$578 0.86% 29
2024
Q3 		$901K Buy
7,644
+297
+4% +$32.6K 0.86% 27
2024
Q2 		$757K Sell
7,347
-162
-2% -$17.2K 0.8% 31
2024
Q1 		$820K Buy
7,509
+86
+1% +$9.86K 0.94% 22
2023
Q4 		$846K Sell
7,423
-161
-2% -$16.1K 1.02% 22
2023
Q3 		$724K Buy
7,584
+1,576
+26% +$166K 0.98% 29
2023
Q2 		$655K Buy
6,008
+618
+11% +$65.9K 0.86% 36
2023
Q1 		$599K Buy
+5,390
New +$569K 0.79% 42

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 Wealth Planners's ABT Position: Q2 2026 in Review

Phillips Wealth Planners increased its Abbott (ABT) stake by 5.5% in Q2 2026, buying an estimated $40K and bringing the position to 8,398 shares worth $805K. The position accounts for 0.59% of the portfolio, ranked #47.

Phillips Wealth Planners first reported a position in ABT in Q1 2023 and has held it in 14 quarters since. The position peaked at $1.12M in Q3 2025. 2,968 funds tracked by Wall St. Rank hold ABT as of Q2 2026.

  • Phillips Wealth Planners held 8,398 shares of Abbott worth $805K as of Q2 2026.
  • Phillips Wealth Planners bought 438 Abbott shares in Q2 2026, an estimated $40K.
  • Abbott made up 0.59% of Phillips Wealth Planners's portfolio in Q2 2026, its #47 holding.
  • Phillips Wealth Planners first reported a position in Abbott in Q1 2023 and has held it in 14 quarters since.
  • Phillips Wealth Planners's Abbott position peaked at $1.12M in Q3 2025.
  • 2,968 funds tracked by Wall St. Rank held Abbott as of Q2 2026.

Based on Phillips Wealth Planners's 13F filing for Q2 2026, filed 7 Aug 2026.