Whalerock Point Partners’s Abbott ABT Stock Holding History

Whalerock Point Partners’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	$711K	Hold	6,929	–	–	0.14%	92
2025 Q4	$868K	Sell	6,929 -560	-7%	-$71.3K	0.17%	82
2025 Q3	$1M	Hold	7,489	–	–	0.2%	70
2025 Q2	$1.02M	Buy	7,489 +11	+0.1%	+$1.45K	0.22%	68
2025 Q1	$992K	Hold	7,478	–	–	0.24%	64
2024 Q4	$846K	Sell	7,478 -110	-1%	-$12.7K	0.2%	72
2024 Q3	$865K	Hold	7,588	–	–	0.21%	76
2024 Q2	$788K	Buy	7,588 +82	+1%	+$8.69K	0.21%	72
2024 Q1	$853K	Hold	7,506	–	–	0.23%	70
2023 Q4	$826K	Sell	7,506 -100	-1%	-$9.99K	0.26%	68
2023 Q3	$737K	Hold	7,606	–	–	0.26%	70
2023 Q2	$829K	Buy	7,606 +205	+3%	+$21.9K	0.28%	63
2023 Q1	$749K	Hold	7,401	–	–	0.28%	66
2022 Q4	$813K	Buy	7,401 +1,445	+24%	+$150K	0.33%	62
2022 Q3	$576K	Hold	5,956	–	–	0.25%	70
2022 Q2	$647K	Hold	5,956	–	–	0.27%	69
2022 Q1	$705K	Hold	5,956	–	–	0.25%	71
2021 Q4	$838K	Hold	5,956	–	–	0.29%	66
2021 Q3	$704K	Hold	5,956	–	–	0.27%	69
2021 Q2	$690K	Hold	5,956	–	–	0.27%	72
2021 Q1	$714K	Buy	5,956 +300	+5%	+$35.5K	0.31%	63
2020 Q4	$619K	Buy	5,656 +5,040	+818%	+$548K	0.29%	66
2020 Q3	$616K	Sell	616 -5,040	-89%	-$511K	0.34%	63
2020 Q2	$517K	Hold	5,656	–	–	0.31%	68
2020 Q1	$446K	Sell	5,656 -100	-2%	-$8.34K	0.32%	67
2019 Q4	$500K	Hold	5,756	–	–	0.27%	79
2019 Q3	$482K	Sell	5,756 -44	-0.8%	-$3.74K	0.26%	81
2019 Q2	$488K	Hold	5,800	–	–	0.28%	78
2019 Q1	$464K	Buy	5,800 +1,854	+47%	+$138K	0.3%	73
2018 Q4	$285K	Hold	3,946	–	–	0.27%	78
2018 Q3	$289K	Hold	3,946	–	–	0.21%	92
2018 Q2	$241K	Sell	3,946 -874	-18%	-$53K	0.19%	106
2018 Q1	$288K	Sell	4,820 -75	-2%	-$4.52K	0.09%	147
2017 Q4	$279K	Buy	4,895 +131	+3%	+$7.26K	0.09%	153
2017 Q3	$254K	Hold	4,764	–	–	0.09%	143
2017 Q2	$231K	Sell	4,764 -75	-2%	-$3.4K	0.08%	153
2017 Q1	$215K	Sell	4,839 -441	-8%	-$19.1K	0.08%	140
2016 Q4	$202K	Buy	5,280 +374	+8%	+$14.8K	0.08%	139
2016 Q3	$207K	Buy	+4,906	New	+$210K	0.09%	136
2016 Q1	$215K	Sell	5,161 -2,370	-31%	-$93.9K	0.09%	129
2015 Q4	$338K	Sell	7,531 -10	-0.1%	-$442	0.15%	106
2015 Q3	$303K	Buy	7,541 +1,391	+23%	+$65.6K	0.13%	121
2015 Q2	$301K	Buy	6,150 +750	+14%	+$36K	0.12%	118
2015 Q1	$250K	Hold	5,400	–	–	0.1%	134
2014 Q4	$243K	Hold	5,400	–	–	0.1%	123
2014 Q3	$224K	Sell	5,400 -880	-14%	-$37.2K	0.1%	136
2014 Q2	$256K	Buy	+6,280	New	+$247K	0.12%	116

Other funds holding ABT

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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 San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Whalerock Point Partners's ABT Position: Q1 2026 in Review

Whalerock Point Partners held its Abbott (ABT) position steady in Q1 2026 at 6,929 shares worth $711K. The position accounts for 0.14% of the portfolio, ranked #92.

Whalerock Point Partners first reported a position in ABT in Q2 2014 and has held it in 47 quarters since. The position peaked at $1.02M in Q2 2025. 3,083 funds tracked by Wall St. Rank hold ABT as of Q1 2026.

Whalerock Point Partners held 6,929 shares of Abbott worth $711K as of Q1 2026.
Whalerock Point Partners left its Abbott share count unchanged in Q1 2026.
Abbott made up 0.14% of Whalerock Point Partners's portfolio in Q1 2026, its #92 holding.
Whalerock Point Partners first reported a position in Abbott in Q2 2014 and has held it in 47 quarters since.
Whalerock Point Partners's Abbott position peaked at $1.02M in Q2 2025.
3,083 funds tracked by Wall St. Rank held Abbott as of Q1 2026.

Based on Whalerock Point Partners's 13F filing for Q1 2026, filed 15 May 2026.