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Whalen Wealth Management’s Abbott ABT Stock Holding History

Whalen Wealth 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 		– Sell
-5,488
Closed -$563K – 196
2026
Q1 		$563K Sell
5,488
-6,098
-53% -$689K 0.3% 90
2025
Q4 		$1.45M Buy
11,586
+7,942
+218% +$1.01M 0.78% 28
2025
Q3 		$488K Buy
3,644
+197
+6% +$25.9K 0.29% 81
2025
Q2 		$469K Buy
+3,447
New +$455K 0.29% 99

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 $3.38T AUM 44.17% 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

Whalen Wealth Management's ABT Position: Q2 2026 in Review

Whalen Wealth Management sold out of Abbott (ABT) in Q2 2026, closing a stake of 5,488 shares — an estimated $563K sold.

Whalen Wealth Management first reported a position in ABT in Q2 2025 and held it in 4 quarters. The position peaked at $1.45M in Q4 2025. 2,982 funds tracked by Wall St. Rank hold ABT as of Q2 2026.

  • Whalen Wealth Management reported no remaining Abbott position as of Q2 2026 after selling out during the quarter.
  • Whalen Wealth Management sold 5,488 Abbott shares in Q2 2026, an estimated $563K.
  • Whalen Wealth Management first reported a position in Abbott in Q2 2025 and held it in 4 quarters.
  • Whalen Wealth Management's Abbott position peaked at $1.45M in Q4 2025.
  • 2,982 funds tracked by Wall St. Rank held Abbott as of Q2 2026.

Based on Whalen Wealth Management's 13F filing for Q2 2026, filed 13 Aug 2026.