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
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 $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 Wealth Planners's ABT Position: Q1 2026 in Review

Phillips Wealth Planners reduced its Abbott (ABT) stake by 13% in Q1 2026, selling an estimated $131K and leaving 7,960 shares worth $657K. The position accounts for 0.49% of the portfolio, ranked #59.

Phillips Wealth Planners first reported a position in ABT in Q1 2023 and has held it in 13 quarters since. The position peaked at $1.12M in Q3 2025. 3,084 funds tracked by Wall St. Rank hold ABT as of Q1 2026.

  • Phillips Wealth Planners held 7,960 shares of Abbott worth $657K as of Q1 2026.
  • Phillips Wealth Planners sold 1,163 Abbott shares in Q1 2026, an estimated $131K.
  • Abbott made up 0.49% of Phillips Wealth Planners's portfolio in Q1 2026, its #59 holding.
  • Phillips Wealth Planners first reported a position in Abbott in Q1 2023 and has held it in 13 quarters since.
  • Phillips Wealth Planners's Abbott position peaked at $1.12M in Q3 2025.
  • 3,084 funds tracked by Wall St. Rank held Abbott as of Q1 2026.

Based on Phillips Wealth Planners's 13F filing for Q1 2026, filed 14 May 2026.