Capital Planning Advisors, LLC

SEC CIK: 0001631941
Latest filing: May 14, 2026

SEC filings (opens in a new tab)

ABT holding history

Abbott Laboratories in every 13F filed by Capital Planning Advisors, LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

ABT overview All 13F holders of ABT Full Q1 2026 holdings

Shares (Q1 2026): 36,878
Value: $3.79M
% of portfolio: 0.5%
Quarters held: 21; Since Q1 2021

Holdings of ABT by Capital Planning Advisors, LLC, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q1 2026	36,878	$3.79M	0.5%	−4,468−10.8%	Reduced	Holders
Q4 2025	41,346	$5.18M	0.7%	−799−1.9%	Reduced	Holders
Q3 2025	42,145	$5.64M	0.8%	−3,335−7.3%	Reduced	Holders
Q2 2025	45,480	$6.19M	0.9%	−306−0.7%	Reduced	Holders
Q1 2025	45,786	$6.07M	0.9%	−243−0.5%	Reduced	Holders
Q4 2024	46,029	$5.21M	0.8%	−160.0%	Reduced	Holders
Q3 2024	46,045	$5.25M	0.8%	+553+1.2%	Added	Holders
Q2 2024	45,492	$4.73M	0.8%	−546−1.2%	Reduced	Holders
Q1 2024	46,038	$5.23M	0.9%	−445−1.0%	Reduced	Holders
Q4 2023	46,483	$5.12M	1.0%	−30.0%	Reduced	Holders
Q3 2023	46,486	$4.50M	0.9%	−498−1.1%	Reduced	Holders
Q2 2023	46,984	$5.12M	1.0%	−890−1.9%	Reduced	Holders
Q1 2023	47,874	$4.85M	1.0%	−2,378−4.7%	Reduced	Holders
Q4 2022	50,252	$5.52M	1.3%	−640−1.3%	Reduced	Holders
Q3 2022	50,892	$4.92M	1.3%	+4,430+9.5%	Added	Holders
Q2 2022	46,462	$5.05M	1.3%	+170.0%	Added	Holders
Q1 2022	46,445	$5.50M	1.2%	−1,094−2.3%	Reduced	Holders
Q4 2021	47,539	$6.69M	1.3%	+632+1.3%	Added	Holders
Q3 2021	46,907	$5.54M	1.1%	−221−0.5%	Reduced	Holders
Q2 2021	47,128	$5.46M	1.1%	−2,768−5.5%	Reduced	Holders
Q1 2021	49,896	$5.98M	1.3%	–	–	Holders

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.