AWM
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Accredited Wealth Management’s AbbVie ABBV Stock Holding History

Accredited Wealth Management’s Portfolio ABBV Stock Details ABBV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		$193K Buy
10,170
+9,337
+1,121% +$1.9M 0.14% 70
2025
Q2 		$155K Buy
833
+1
+0.1% +$186 0.13% 75
2025
Q1 		$174K Buy
832
+221
+36% +$43K 0.15% 61
2024
Q4 		$109K Buy
+611
New +$112K 0.1% 93

Other funds holding ABBV

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Accredited Wealth Management's ABBV Position: Q3 2025 in Review

Accredited Wealth Management increased its AbbVie (ABBV) stake by 1,121% in Q3 2025, buying an estimated $1.9M and bringing the position to 10,170 shares worth $193K. The position accounts for 0.14% of the portfolio, ranked #70.

Accredited Wealth Management first reported a position in ABBV in Q4 2024 and has held it in 4 quarters since. 3,905 funds tracked by Wall St. Rank hold ABBV as of Q3 2025.

  • Accredited Wealth Management held 10,170 shares of AbbVie worth $193K as of Q3 2025.
  • Accredited Wealth Management bought 9,337 AbbVie shares in Q3 2025, an estimated $1.9M.
  • AbbVie made up 0.14% of Accredited Wealth Management's portfolio in Q3 2025, its #70 holding.
  • Accredited Wealth Management first reported a position in AbbVie in Q4 2024 and has held it in 4 quarters since.
  • 3,905 funds tracked by Wall St. Rank held AbbVie as of Q3 2025.

Based on Accredited Wealth Management's 13F filing for Q3 2025, filed 12 Nov 2025.