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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
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 $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

Whalen Wealth Management's ABT Position: Q1 2026 in Review

Whalen Wealth Management reduced its Abbott (ABT) stake by 53% in Q1 2026, selling an estimated $689K and leaving 5,488 shares worth $563K. The position accounts for 0.3% of the portfolio, ranked #90.

Whalen Wealth Management first reported a position in ABT in Q2 2025 and has held it in 4 quarters since. The position peaked at $1.45M in Q4 2025. 3,086 funds tracked by Wall St. Rank hold ABT as of Q1 2026.

  • Whalen Wealth Management held 5,488 shares of Abbott worth $563K as of Q1 2026.
  • Whalen Wealth Management sold 6,098 Abbott shares in Q1 2026, an estimated $689K.
  • Abbott made up 0.3% of Whalen Wealth Management's portfolio in Q1 2026, its #90 holding.
  • Whalen Wealth Management first reported a position in Abbott in Q2 2025 and has held it in 4 quarters since.
  • Whalen Wealth Management's Abbott position peaked at $1.45M in Q4 2025.
  • 3,086 funds tracked by Wall St. Rank held Abbott as of Q1 2026.

Based on Whalen Wealth Management's 13F filing for Q1 2026, filed 13 Apr 2026.