Charter Oak Capital Management, LLC

Position in ABT — Abbott Laboratories

CIK 1810720 PORTSMOUTH, NH

Position in ABT

as of Mar 31, 2026 · filed Apr 24, 2026 Compact

Position Value

$390,864

-$119,692 QoQ

Shares Held

3,807

-6.6% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.11%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Dec 2020

22 quarters on record

Voting authority Sole 76% Shared 0% None 24%

Healthcare · as of Mar 31, 2026

Charter Oak Capital Management, LLC holds $2,200,517 across 3 Medical Devices names. ABT ranks #2 (17.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MDT	Medtronic plc	17,386	$1,506,496
2	ABT	Abbott Laboratories This page	3,807	$390,864
3	SIBN	SI-BONE, Inc.	24,003	$303,157

22 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$390,864	3,807	-6.6%	Shares	Sole	2026-04-24
2025-12-31	$510,556	4,075	+0.6%	Shares	Sole	2026-01-23
2025-09-30	$542,323	4,049	-3.3%	Shares	Sole	2025-10-30
2025-06-30	$569,609	4,188	+7.5%	Shares	Sole	2025-07-10
2025-03-31	$516,671	3,895	+1.5%	Shares	Sole	2025-04-14
2024-12-31	$434,229	3,839	+0.3%	Shares	Sole	2025-01-22
2024-09-30	$436,544	3,829	+12.9%	Shares	Sole	2024-10-30
2024-06-30	$352,254	3,390	-4.4%	Shares	Sole	2024-07-24
2024-03-31	$403,038	3,546	+1.5%	Shares	Sole	2024-04-23
2023-12-31	$384,474	3,493	-0.1%	Shares	Sole	2024-01-26
2023-09-30	$338,781	3,498	-2.2%	Shares	Sole	2023-10-05
2023-06-30	$389,964	3,577	+0.1%	Shares	Sole	2023-07-20
2023-03-31	$361,801	3,573	+2.5%	Shares	Defined	2023-04-19
2022-12-31	$382,727	3,486	+0.1%	Shares	Sole	2023-01-20
2022-09-30	$337,015	3,483	-27.2%	Shares	Sole	2022-12-06
2022-06-30	$520,107	4,787	-1.7%	Shares	Sole	2022-07-21
2022-03-31	$576,294	4,869	+59.5%	Shares	Sole	2022-05-05
2021-12-31	$429,679	3,053	+0.1%	Shares	Sole	2022-02-09
2021-09-30	$360,296	3,050	+0.7%	Shares	Sole	2021-11-08
2021-06-30	$351,267	3,030	+1.8%	Shares	Sole	2021-07-29
2021-03-31	$356,643	2,976	+0.1%	Shares	Sole	2021-05-17
2020-12-31	$325,404	2,972	—	Shares	Sole	2021-02-12
No filing history on record for this holder in this stock.