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WealthPlan Investment Management’s Abbott ABT Stock Holding History

WealthPlan Investment 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 		$3.5M Buy
34,098
+10,385
+44% +$1.17M 0.2% 111
2025
Q4 		$2.97M Buy
23,713
+17,102
+259% +$2.18M 0.19% 110
2025
Q3 		$885K Buy
6,611
+129
+2% +$16.9K 0.06% 184
2025
Q2 		$882K Buy
6,482
+2,298
+55% +$303K 0.06% 185
2025
Q1 		$555K Sell
4,184
-310
-7% -$39.5K 0.05% 161
2024
Q4 		$508K Sell
4,494
-184
-4% -$21.3K 0.05% 171
2024
Q3 		$533K Sell
4,678
-6,559
-58% -$719K 0.05% 156
2024
Q2 		$1.17M Sell
11,237
-85,131
-88% -$9.03M 0.18% 91
2024
Q1 		$11M Buy
96,368
+2,588
+3% +$297K 1.67% 14
2023
Q4 		$10.3M Buy
93,780
+511
+0.5% +$51.1K 1.65% 14
2023
Q3 		$9.03M Buy
93,269
+47,422
+103% +$4.98M 1.6% 17
2023
Q2 		$5M Sell
45,847
-47,246
-51% -$5.04M 1.49% 21
2023
Q1 		$9.43M Sell
93,093
-74,382
-44% -$7.85M 1.62% 17
2022
Q4 		$18.2M Buy
167,475
+1,496
+0.9% +$155K 1.27% 20
2022
Q3 		$17.4M Buy
+165,979
New +$17.7M 1.27% 19
2022
Q1 		$17.2M Buy
+151,867
New +$18.8M 1.2% 18

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

WealthPlan Investment Management's ABT Position: Q1 2026 in Review

WealthPlan Investment Management increased its Abbott (ABT) stake by 44% in Q1 2026, buying an estimated $1.17M and bringing the position to 34,098 shares worth $3.5M. The position accounts for 0.2% of the portfolio, ranked #111.

WealthPlan Investment Management first reported a position in ABT in Q1 2022 and has held it in 16 quarters since. The position peaked at $18.2M in Q4 2022. 3,088 funds tracked by Wall St. Rank hold ABT as of Q1 2026.

  • WealthPlan Investment Management held 34,098 shares of Abbott worth $3.5M as of Q1 2026.
  • WealthPlan Investment Management bought 10,385 Abbott shares in Q1 2026, an estimated $1.17M.
  • Abbott made up 0.2% of WealthPlan Investment Management's portfolio in Q1 2026, its #111 holding.
  • WealthPlan Investment Management first reported a position in Abbott in Q1 2022 and has held it in 16 quarters since.
  • WealthPlan Investment Management's Abbott position peaked at $18.2M in Q4 2022.
  • 3,088 funds tracked by Wall St. Rank held Abbott as of Q1 2026.

Based on WealthPlan Investment Management's 13F filing for Q1 2026, filed 29 Apr 2026.