Phillips Wealth Planners LLC

Position in ABT — Abbott Laboratories

CIK 1962628 STARKVILLE, MS

Position in ABT

as of Jun 30, 2026 · filed Aug 7, 2026 Compact

Position Value

$762,034

-$55,219 QoQ

Shares Held

8,398

+5.5% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.70%

of 13F equity value

Holder Rank

#1,623

of 2,959 holders

Holding Since

Mar 2023

14 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Healthcare · as of Jun 30, 2026

Phillips Wealth Planners LLC holds $2,880,432 across 6 Medical Devices names. ABT ranks #2 (26.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MDT	Medtronic plc	12,236	$957,222
2	ABT	Abbott Laboratories This page	8,398	$762,034
3	STE	STERIS plc	2,066	$435,037
4	SYK	Stryker Corp	843	$265,410
5	DXCM	Dexcom Inc	3,716	$250,272
6	SNN	Smith & Nephew PLC	7,305	$210,457

14 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$762,034	8,398	+5.5%	Shares	Sole	2026-08-07
2026-03-31	$817,253	7,960	-12.7%	Shares	Sole	2026-05-14
2025-12-31	$1,143,020	9,123	+8.8%	Shares	Defined	2026-02-10
2025-09-30	$1,122,952	8,384	+9.6%	Shares	Defined	2025-11-07
2025-06-30	$1,040,204	7,648	+0.4%	Shares	Defined	2025-07-11
2025-03-31	$1,010,660	7,619	-0.3%	Shares	Defined	2025-04-23
2024-12-31	$864,047	7,639	-0.1%	Shares	Defined	2025-01-17
2024-09-30	$871,492	7,644	+4.0%	Shares	Defined	2024-10-29
2024-06-30	$763,426	7,347	-2.2%	Shares	Sole	2024-08-02
2024-03-31	$853,472	7,509	+1.2%	Shares	Defined	2024-04-29
2023-12-31	$817,049	7,423	-2.1%	Shares	Defined	2024-02-12
2023-09-30	$734,510	7,584	+26.2%	Shares	Defined	2023-10-30
2023-06-30	$654,992	6,008	+11.5%	Shares	Defined	2023-07-26
2023-03-31	$545,791	5,390	—	Shares	Defined	2023-05-15
No filing history on record for this holder in this stock.