AmeriServ Wealth Advisors’s AbbVie ABBV Stock Holding History

AmeriServ Wealth 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	$202K	Sell	928 -115	-11%	-$25.5K	0.13%	58
2025 Q4	$238K	Buy	+1,043	New	+$238K	0.14%	55
2025 Q1	–	Sell	-1,882	Closed	-$334K	–	62
2024 Q4	$334K	Buy	+1,882	New	+$346K	0.18%	49
2023 Q2	–	Sell	-1,700	Closed	-$271K	–	44
2023 Q1	$271K	Sell	1,700 -75	-4%	-$11.5K	0.62%	36
2022 Q4	$287K	Hold	1,775	–	–	0.57%	36
2022 Q3	$238K	Sell	1,775 -200	-10%	-$28.7K	0.52%	40
2022 Q2	$302K	Sell	1,975 -56	-3%	-$8.56K	0.71%	38
2022 Q1	$329K	Hold	2,031	–	–	0.24%	52
2021 Q4	$275K	Hold	2,031	–	–	0.19%	53
2021 Q3	$219K	Sell	2,031 -125	-6%	-$14.3K	0.17%	62
2021 Q2	$243K	Sell	2,156 -60	-3%	-$6.76K	0.19%	61
2021 Q1	$240K	Buy	2,216 +11	+0.5%	+$1.18K	0.21%	57
2020 Q4	$236K	Buy	+2,205	New	+$212K	0.23%	61
2014 Q2	–	Sell	-4,300	Closed	-$221K	–	117
2014 Q1	$221K	Sell	4,300 -9,650	-69%	-$488K	0.22%	119
2013 Q4	$737K	Buy	13,950 +400	+3%	+$19.7K	0.44%	69
2013 Q3	$606K	Buy	13,550 +100	+0.7%	+$4.43K	0.39%	77
2013 Q2	$556K	Buy	+13,450	New	+$588K	0.36%	80

Other funds holding ABBV

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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 Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

AmeriServ Wealth Advisors's ABBV Position: Q1 2026 in Review

AmeriServ Wealth Advisors reduced its AbbVie (ABBV) stake by 11% in Q1 2026, selling an estimated $25.5K and leaving 928 shares worth $202K. The position accounts for 0.13% of the portfolio, ranked #58.

AmeriServ Wealth Advisors first reported a position in ABBV in Q2 2013 and has held it in 17 quarters since. The position peaked at $737K in Q4 2013. 4,076 funds tracked by Wall St. Rank hold ABBV as of Q1 2026.

AmeriServ Wealth Advisors held 928 shares of AbbVie worth $202K as of Q1 2026.
AmeriServ Wealth Advisors sold 115 AbbVie shares in Q1 2026, an estimated $25.5K.
AbbVie made up 0.13% of AmeriServ Wealth Advisors's portfolio in Q1 2026, its #58 holding.
AmeriServ Wealth Advisors first reported a position in AbbVie in Q2 2013 and has held it in 17 quarters since.
AmeriServ Wealth Advisors's AbbVie position peaked at $737K in Q4 2013.
4,076 funds tracked by Wall St. Rank held AbbVie as of Q1 2026.

Based on AmeriServ Wealth Advisors's 13F filing for Q1 2026, filed 13 May 2026.