Allen Wealth Management
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Allen Wealth Management’s AbbVie ABBV Stock Holding History

Allen 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
2026
Q3 		$294K Hold
1,125
– – 0.14% 47
2026
Q2 		$283K Hold
1,125
– – 0.14% 51
2026
Q1 		$245K Hold
1,125
– – 0.12% 58
2025
Q4 		$257K Sell
1,125
-184
-14% -$41.9K 0.15% 56
2025
Q3 		$303K Sell
1,309
-80
-6% -$16.3K 0.21% 52
2025
Q2 		$258K Sell
1,389
-50
-3% -$9.29K 0.18% 53
2025
Q1 		$301K Hold
1,439
– – 0.21% 49
2024
Q4 		$256K Hold
1,439
– – 0.18% 54
2024
Q3 		$284K Buy
1,439
+200
+16% +$37.3K 0.2% 53
2024
Q2 		$213K Sell
1,239
-16
-1% -$2.65K 0.19% 58
2024
Q1 		$229K Buy
+1,255
New +$216K 0.2% 57

Other funds holding ABBV

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $91.6B AUM 30% 1-Year Est. Return
Cincinnati Insurance
Cincinnati Insurance Fairfield, Ohio $6.81B AUM 16.53% 1-Year Est. Return
Alecta Tjanstepension Omsesidigt
Alecta Tjanstepension Omsesidigt Stockholm, Sweden $24.1B AUM 30.72% 1-Year Est. Return

Allen Wealth Management's ABBV Position: Q3 2026 in Review

Allen Wealth Management held its AbbVie (ABBV) position steady in Q3 2026 at 1,125 shares worth $294K. The position accounts for 0.14% of the portfolio, ranked #47.

Allen Wealth Management first reported a position in ABBV in Q1 2024 and has held it in 11 quarters since. The position peaked at $303K in Q3 2025. 2,287 funds tracked by Wall St. Rank hold ABBV as of Q3 2026.

  • Allen Wealth Management held 1,125 shares of AbbVie worth $294K as of Q3 2026.
  • Allen Wealth Management left its AbbVie share count unchanged in Q3 2026.
  • AbbVie made up 0.14% of Allen Wealth Management's portfolio in Q3 2026, its #47 holding.
  • Allen Wealth Management first reported a position in AbbVie in Q1 2024 and has held it in 11 quarters since.
  • Allen Wealth Management's AbbVie position peaked at $303K in Q3 2025.
  • 2,287 funds tracked by Wall St. Rank held AbbVie as of Q3 2026.

Based on Allen Wealth Management's 13F filing for Q3 2026, filed 29 Oct 2026.