Summit Wealth & Retirement Planning’s Abbott ABT Stock Holding History

Summit Wealth & Retirement 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	$409K	Sell	3,987 -42	-1%	-$4.74K	0.1%	70
2025 Q4	$505K	Buy	4,029 +27	+0.7%	+$3.44K	0.12%	58
2025 Q3	$536K	Hold	4,002	–	–	0.13%	54
2025 Q2	$544K	Buy	+4,002	New	+$528K	0.15%	49
2021 Q1	–	Sell	-4,525	Closed	-$495K	–	101
2020 Q4	$495K	Hold	4,525	–	–	0.19%	82
2020 Q3	$492K	Hold	4,525	–	–	0.21%	72
2020 Q2	$414K	Hold	4,525	–	–	0.19%	82
2020 Q1	$357K	Hold	4,525	–	–	0.19%	81
2019 Q4	$393K	Sell	4,525 -8	-0.2%	-$670	0.18%	95
2019 Q3	$379K	Hold	4,533	–	–	0.23%	85
2019 Q2	$381K	Hold	4,533	–	–	0.22%	93
2019 Q1	$362K	Buy	+4,533	New	+$337K	0.22%	99

Other funds holding ABT

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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 San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Summit Wealth & Retirement Planning's ABT Position: Q1 2026 in Review

Summit Wealth & Retirement Planning reduced its Abbott (ABT) stake by 1% in Q1 2026, selling an estimated $4.74K and leaving 3,987 shares worth $409K. The position accounts for 0.1% of the portfolio, ranked #70.

Summit Wealth & Retirement Planning first reported a position in ABT in Q1 2019 and has held it in 12 quarters since. The position peaked at $544K in Q2 2025. 3,083 funds tracked by Wall St. Rank hold ABT as of Q1 2026.

Summit Wealth & Retirement Planning held 3,987 shares of Abbott worth $409K as of Q1 2026.
Summit Wealth & Retirement Planning sold 42 Abbott shares in Q1 2026, an estimated $4.74K.
Abbott made up 0.1% of Summit Wealth & Retirement Planning's portfolio in Q1 2026, its #70 holding.
Summit Wealth & Retirement Planning first reported a position in Abbott in Q1 2019 and has held it in 12 quarters since.
Summit Wealth & Retirement Planning's Abbott position peaked at $544K in Q2 2025.
3,083 funds tracked by Wall St. Rank held Abbott as of Q1 2026.

Based on Summit Wealth & Retirement Planning's 13F filing for Q1 2026, filed 11 May 2026.