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Sterling Financial Planning’s Abbott ABT Stock Holding History

Sterling Financial Planning’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 		$449K Buy
+4,374
New +$494K 0.13% 76
2021
Q4 		– Sell
-1,077
Closed -$127K – 99
2021
Q3 		$127K Sell
1,077
-123
-10% -$15.1K 0.08% 114
2021
Q2 		$139K Hold
1,200
– – 0.09% 103
2021
Q1 		$144K Hold
1,200
– – 0.1% 92
2020
Q4 		$131K Buy
+1,200
New +$130K 0.11% 91

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

Sterling Financial Planning's ABT Position: Q1 2026 in Review

Sterling Financial Planning opened a new position in Abbott (ABT) in Q1 2026: 4,374 shares worth $449K. The stake represents 0.13% of the portfolio and ranks #76 among its holdings. This is a return to the name: Sterling Financial Planning previously reported a position in ABT as recently as Q3 2021.

Sterling Financial Planning first reported a position in ABT in Q4 2020 and has held it in 5 quarters since. 3,083 funds tracked by Wall St. Rank hold ABT as of Q1 2026.

  • Sterling Financial Planning held 4,374 shares of Abbott worth $449K as of Q1 2026.
  • Abbott was a new Sterling Financial Planning position in Q1 2026.
  • Abbott made up 0.13% of Sterling Financial Planning's portfolio in Q1 2026, its #76 holding.
  • Sterling Financial Planning first reported a position in Abbott in Q4 2020 and has held it in 5 quarters since.
  • 3,083 funds tracked by Wall St. Rank held Abbott as of Q1 2026.

Based on Sterling Financial Planning's 13F filing for Q1 2026, filed 6 May 2026.