Castle Rock Wealth Management, LLC
Position in ABT — Abbott Laboratories
CIK 1727605
WALNUT CREEK, CA
Position in ABT
as of Jun 30, 2026
· filed Jul 8, 2026
Position Value
$784,084
-$105,551 QoQ
Shares Held
8,641
-0.3% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.26%
of 13F equity value
Holder Rank
#1,609
of 2,966 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in ABT Over Time
Shares Held
Position Value (USD)
Position in Medical Devices
Healthcare · as of Jun 30, 2026Castle Rock Wealth Management, LLC holds $1,125,027 across 2 Medical Devices names. ABT ranks #1 (69.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ABT |
Abbott Laboratories
This page
|
8,641 | $784,084 | |
| 2 | EW |
Edwards Lifesciences Corp
|
3,769 | $340,943 |
All Filings in ABT
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26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $784,084 | 8,641 | Shares | Sole | 2026-07-08 | |
| 2026-03-31 | $889,635 | 8,665 | Shares | Sole | 2026-04-08 | |
| 2025-12-31 | $1,086,139 | 8,669 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $1,188,181 | 8,871 | Shares | Sole | 2025-10-16 | |
| 2025-06-30 | $1,571,051 | 11,551 | Shares | Sole | 2025-07-23 | |
| 2025-03-31 | $1,602,146 | 12,078 | Shares | Sole | 2025-04-09 | |
| 2024-12-31 | $1,417,946 | 12,536 | Shares | Sole | 2025-03-05 | |
| 2024-09-30 | $1,451,119 | 12,728 | Shares | Sole | 2024-10-09 | |
| 2024-06-30 | $1,329,840 | 12,798 | Shares | Sole | 2024-07-12 | |
| 2024-03-31 | $1,418,476 | 12,480 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $1,819,347 | 16,529 | Shares | Sole | 2024-01-09 | |
| 2023-09-30 | $1,614,780 | 16,673 | Shares | Sole | 2023-10-11 | |
| 2023-06-30 | $1,802,645 | 16,535 | Shares | Sole | 2023-07-11 | |
| 2023-03-31 | $1,665,828 | 16,451 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $1,735,999 | 15,812 | Shares | Sole | 2023-01-31 | |
| 2022-09-30 | $1,499,780 | 15,500 | Shares | Sole | 2022-10-14 | |
| 2022-06-30 | $1,677,664 | 15,441 | Shares | Sole | 2022-07-13 | |
| 2022-03-31 | $1,818,246 | 15,362 | Shares | Sole | 2022-04-25 | |
| 2021-12-31 | $3,023,658 | 21,484 | Shares | Sole | 2022-02-02 | |
| 2021-09-30 | $2,515,342 | 21,293 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $1,421,069 | 12,258 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $1,993,897 | 16,638 | Shares | Sole | 2021-04-27 | |
| 2020-12-31 | $1,770,343 | 16,169 | Shares | Sole | 2021-01-29 | |
| 2020-09-30 | $1,492,603 | 13,715 | Shares | Sole | 2020-12-07 | |
| 2020-06-30 | $1,237,779 | 13,538 | Shares | Sole | 2020-08-10 | |
| 2020-03-31 | $903,124 | 11,445 | Shares | Sole | 2020-05-18 | |
| No filing history on record for this holder in this stock. | ||||||