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Total Wealth Planning & Management’s Abbott ABT Stock Holding History

Total Wealth Planning & 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 		– Sell
-1,620
Closed -$203K – 203
2025
Q4 		$203K Buy
+1,620
New +$206K 0.15% 194
2025
Q2 		$220K Hold
1,620
– – 0.18% 185
2025
Q1 		$215K Buy
+1,620
New +$206K 0.2% 168

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

Total Wealth Planning & Management's ABT Position: Q1 2026 in Review

Total Wealth Planning & Management sold out of Abbott (ABT) in Q1 2026, closing a stake of 1,620 shares — an estimated $203K sold.

Total Wealth Planning & Management first reported a position in ABT in Q1 2025 and held it in 3 quarters. The position peaked at $220K in Q2 2025. 3,086 funds tracked by Wall St. Rank hold ABT as of Q1 2026.

  • Total Wealth Planning & Management reported no remaining Abbott position as of Q1 2026 after selling out during the quarter.
  • Total Wealth Planning & Management sold 1,620 Abbott shares in Q1 2026, an estimated $203K.
  • Total Wealth Planning & Management first reported a position in Abbott in Q1 2025 and held it in 3 quarters.
  • Total Wealth Planning & Management's Abbott position peaked at $220K in Q2 2025.
  • 3,086 funds tracked by Wall St. Rank held Abbott as of Q1 2026.

Based on Total Wealth Planning & Management's 13F filing for Q1 2026, filed 5 May 2026.