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SHP Wealth Management’s Abbott ABT Stock Holding History

SHP Wealth 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 		$265K Buy
2,586
+182
+8% +$20.6K 0.02% 214
2025
Q4 		$301K Buy
+2,404
New +$306K 0.02% 203

Other funds holding ABT

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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

SHP Wealth Management's ABT Position: Q1 2026 in Review

SHP Wealth Management increased its Abbott (ABT) stake by 7.6% in Q1 2026, buying an estimated $20.6K and bringing the position to 2,586 shares worth $265K. The position accounts for 0.02% of the portfolio, ranked #214.

SHP Wealth Management first reported a position in ABT in Q4 2025 and has held it in 2 quarters since. The position peaked at $301K in Q4 2025. 3,098 funds tracked by Wall St. Rank hold ABT as of Q1 2026.

  • SHP Wealth Management held 2,586 shares of Abbott worth $265K as of Q1 2026.
  • SHP Wealth Management bought 182 Abbott shares in Q1 2026, an estimated $20.6K.
  • Abbott made up 0.02% of SHP Wealth Management's portfolio in Q1 2026, its #214 holding.
  • SHP Wealth Management first reported a position in Abbott in Q4 2025 and has held it in 2 quarters since.
  • SHP Wealth Management's Abbott position peaked at $301K in Q4 2025.
  • 3,098 funds tracked by Wall St. Rank held Abbott as of Q1 2026.

Based on SHP Wealth Management's 13F filing for Q1 2026, filed 8 May 2026.