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Allium Financial Advisors’s AbbVie ABBV Stock Holding History

Allium Financial Advisors’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
Q1 		$766K Buy
3,520
+1
+0% +$222 0.61% 31
2025
Q4 		$804K Sell
3,519
-311
-8% -$70.8K 0.64% 28
2025
Q3 		$887K Sell
3,830
-77
-2% -$15.7K 0.73% 27
2025
Q2 		$725K Sell
3,907
-116
-3% -$21.6K 0.63% 27
2025
Q1 		$843K Buy
+4,023
New +$782K 0.77% 24

Other funds holding ABBV

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
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
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Allium Financial Advisors's ABBV Position: Q1 2026 in Review

Allium Financial Advisors increased its AbbVie (ABBV) stake by 0.03% in Q1 2026, buying an estimated $222 and bringing the position to 3,520 shares worth $766K. The position accounts for 0.61% of the portfolio, ranked #31.

Allium Financial Advisors first reported a position in ABBV in Q1 2025 and has held it in 5 quarters since. The position peaked at $887K in Q3 2025. 4,077 funds tracked by Wall St. Rank hold ABBV as of Q1 2026.

  • Allium Financial Advisors held 3,520 shares of AbbVie worth $766K as of Q1 2026.
  • Allium Financial Advisors bought 1 AbbVie share in Q1 2026, an estimated $222.
  • AbbVie made up 0.61% of Allium Financial Advisors's portfolio in Q1 2026, its #31 holding.
  • Allium Financial Advisors first reported a position in AbbVie in Q1 2025 and has held it in 5 quarters since.
  • Allium Financial Advisors's AbbVie position peaked at $887K in Q3 2025.
  • 4,077 funds tracked by Wall St. Rank held AbbVie as of Q1 2026.

Based on Allium Financial Advisors's 13F filing for Q1 2026, filed 7 May 2026.