AFA
ABBV icon

Alpha Financial Advisors’s AbbVie ABBV Stock Holding History

Alpha 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 		$214K Buy
985
+101
+11% +$22.4K 0.07% 61
2025
Q4 		$202K Sell
884
-12
-1% -$2.73K 0.06% 67
2025
Q3 		$208K Buy
+896
New +$182K 0.07% 62

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

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

Alpha Financial Advisors increased its AbbVie (ABBV) stake by 11% in Q1 2026, buying an estimated $22.4K and bringing the position to 985 shares worth $214K. The position accounts for 0.07% of the portfolio, ranked #61.

Alpha Financial Advisors first reported a position in ABBV in Q3 2025 and has held it in 3 quarters since. 4,080 funds tracked by Wall St. Rank hold ABBV as of Q1 2026.

  • Alpha Financial Advisors held 985 shares of AbbVie worth $214K as of Q1 2026.
  • Alpha Financial Advisors bought 101 AbbVie shares in Q1 2026, an estimated $22.4K.
  • AbbVie made up 0.07% of Alpha Financial Advisors's portfolio in Q1 2026, its #61 holding.
  • Alpha Financial Advisors first reported a position in AbbVie in Q3 2025 and has held it in 3 quarters since.
  • 4,080 funds tracked by Wall St. Rank held AbbVie as of Q1 2026.

Based on Alpha Financial Advisors's 13F filing for Q1 2026, filed 12 May 2026.