Skip to main content

Xcel Wealth Management, LLC

SEC CIK
0001791002
Latest filing
Jul 24, 2026

ABT holding history

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

ABT overviewAll 13F holders of ABTFull Q2 2026 holdings

Shares (Q2 2026)
21,484
Value
$1.95M
% of portfolio
0.5%
Quarters held
12
Since Q4 2021
Holdings of ABT by Xcel Wealth Management, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202621,484$1.95M0.5%−8,698−28.8%ReducedHolders
Q1 202630,182$3.10M0.9%+10,735+55.2%AddedHolders
Q4 202519,447$2.44M0.6%+6,490+50.1%AddedHolders
Q3 202512,957$1.74M0.5%−1,073−7.6%ReducedHolders
Q2 202514,030$1.91M0.5%−2,067−12.8%ReducedHolders
Q1 202516,097$2.14M0.7%−562−3.4%ReducedHolders
Q4 202416,659$1.88M0.5%+225+1.4%AddedHolders
Q3 202416,434$1.87M0.5%+625+4.0%AddedHolders
Q2 202415,809$1.64M0.5%+9,155+137.6%AddedHolders
Q1 20246,654$756.3K0.2%+6,654NewHolders
Q2 20220$00.0%−1,757−100.0%Sold outHolders
Q1 20221,757$208.0K0.1%00.0%UnchangedHolders
Q4 20211,757$247.0K0.1%+1,757NewHolders