Xcel Wealth Management’s Abbott ABT Stock Holding History

Xcel 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	$3.1M	Buy	30,182 +10,735	+55%	+$1.21M	0.86%	31
2025 Q4	$2.44M	Buy	19,447 +6,490	+50%	+$827K	0.62%	44
2025 Q3	$1.74M	Sell	12,957 -1,073	-8%	-$141K	0.45%	53
2025 Q2	$1.91M	Sell	14,030 -2,067	-13%	-$273K	0.54%	45
2025 Q1	$2.14M	Sell	16,097 -562	-3%	-$71.5K	0.67%	39
2024 Q4	$1.88M	Buy	16,659 +225	+1%	+$26K	0.52%	39
2024 Q3	$1.87M	Buy	16,434 +625	+4%	+$68.6K	0.55%	42
2024 Q2	$1.64M	Buy	15,809 +9,155	+138%	+$971K	0.51%	43
2024 Q1	$756K	Buy	+6,654	New	+$763K	0.24%	69
2022 Q2	–	Sell	-1,757	Closed	-$208K	–	122
2022 Q1	$208K	Hold	1,757	–	–	0.06%	132
2021 Q4	$247K	Buy	+1,757	New	+$225K	0.06%	133

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

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

Xcel Wealth Management increased its Abbott (ABT) stake by 55% in Q1 2026, buying an estimated $1.21M and bringing the position to 30,182 shares worth $3.1M. The position accounts for 0.86% of the portfolio, ranked #31.

Xcel Wealth Management first reported a position in ABT in Q4 2021 and has held it in 11 quarters since. 3,083 funds tracked by Wall St. Rank hold ABT as of Q1 2026.

Xcel Wealth Management held 30,182 shares of Abbott worth $3.1M as of Q1 2026.
Xcel Wealth Management bought 10,735 Abbott shares in Q1 2026, an estimated $1.21M.
Abbott made up 0.86% of Xcel Wealth Management's portfolio in Q1 2026, its #31 holding.
Xcel Wealth Management first reported a position in Abbott in Q4 2021 and has held it in 11 quarters since.
3,083 funds tracked by Wall St. Rank held Abbott as of Q1 2026.

Based on Xcel Wealth Management's 13F filing for Q1 2026, filed 21 Apr 2026.