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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
Q2 		$660K Sell
7,278
-26,820
-79% -$2.45M 0.03% 277
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 $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

WealthPlan Investment Management's ABT Position: Q2 2026 in Review

WealthPlan Investment Management reduced its Abbott (ABT) stake by 79% in Q2 2026, selling an estimated $2.45M and leaving 7,278 shares worth $660K. The position accounts for 0.03% of the portfolio, ranked #277.

WealthPlan Investment Management first reported a position in ABT in Q1 2022 and has held it in 17 quarters since. The position peaked at $18.2M in Q4 2022. 2,971 funds tracked by Wall St. Rank hold ABT as of Q2 2026.

  • WealthPlan Investment Management held 7,278 shares of Abbott worth $660K as of Q2 2026.
  • WealthPlan Investment Management sold 26,820 Abbott shares in Q2 2026, an estimated $2.45M.
  • Abbott made up 0.03% of WealthPlan Investment Management's portfolio in Q2 2026, its #277 holding.
  • WealthPlan Investment Management first reported a position in Abbott in Q1 2022 and has held it in 17 quarters since.
  • WealthPlan Investment Management's Abbott position peaked at $18.2M in Q4 2022.
  • 2,971 funds tracked by Wall St. Rank held Abbott as of Q2 2026.

Based on WealthPlan Investment Management's 13F filing for Q2 2026, filed 28 Jul 2026.