AWA
ABBV icon

Amplius Wealth Advisors’s AbbVie ABBV Stock Holding History

Amplius 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
Q2 		$816K Buy
3,241
+897
+38% +$193K 0.06% 87
2026
Q1 		$510K Buy
2,344
+5
+0.2% +$1.11K 0.04% 103
2025
Q4 		$534K Sell
2,339
-323
-12% -$73.6K 0.04% 103
2025
Q3 		$616K Sell
2,662
-178
-6% -$36.2K 0.05% 94
2025
Q2 		$527K Buy
2,840
+26
+0.9% +$4.83K 0.05% 114
2025
Q1 		$590K Buy
2,814
+237
+9% +$46.1K 0.06% 103
2024
Q4 		$458K Sell
2,577
-21
-0.8% -$3.86K 0.05% 116
2024
Q3 		$513K Hold
2,598
– – 0.06% 96
2024
Q2 		$446K Sell
2,598
-29
-1% -$4.8K 0.05% 104
2024
Q1 		$478K Sell
2,627
-41
-2% -$7.07K 0.05% 101
2023
Q4 		$413K Buy
2,668
+400
+18% +$58.3K 0.05% 108
2023
Q3 		$338K Sell
2,268
-59
-3% -$8.66K 0.05% 112
2023
Q2 		$314K Sell
2,327
-457
-16% -$67K 0.04% 121
2023
Q1 		$444K Buy
2,784
+1,055
+61% +$161K 0.06% 106
2022
Q4 		$279K Sell
1,729
-3,570
-67% -$547K 0.04% 124
2022
Q3 		$711K Buy
5,299
+93
+2% +$13.3K 0.13% 68
2022
Q2 		$797K Sell
5,206
-796
-13% -$122K 0.13% 67
2022
Q1 		$972K Sell
6,002
-2,345
-28% -$341K 0.15% 65
2021
Q4 		$1.13M Buy
+8,347
New +$986K 0.16% 64

Other funds holding ABBV

LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
ATO
Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
HCM
Hamlin Capital Management New York $4.45B AUM 22.95% 1-Year Est. Return
AAMU
AEGON Asset Management (UK) Edinburgh, United Kingdom $9.38B AUM 48.94% 1-Year Est. Return
FWCM
Ferguson Wellman Capital Management Portland, Oregon $8.19B AUM 30.56% 1-Year Est. Return

Amplius Wealth Advisors's ABBV Position: Q2 2026 in Review

Amplius Wealth Advisors increased its AbbVie (ABBV) stake by 38% in Q2 2026, buying an estimated $193K and bringing the position to 3,241 shares worth $816K. The position accounts for 0.06% of the portfolio, ranked #87.

Amplius Wealth Advisors first reported a position in ABBV in Q4 2021 and has held it in 19 quarters since. The position peaked at $1.13M in Q4 2021. 1,476 funds tracked by Wall St. Rank hold ABBV as of Q2 2026.

  • Amplius Wealth Advisors held 3,241 shares of AbbVie worth $816K as of Q2 2026.
  • Amplius Wealth Advisors bought 897 AbbVie shares in Q2 2026, an estimated $193K.
  • AbbVie made up 0.06% of Amplius Wealth Advisors's portfolio in Q2 2026, its #87 holding.
  • Amplius Wealth Advisors first reported a position in AbbVie in Q4 2021 and has held it in 19 quarters since.
  • Amplius Wealth Advisors's AbbVie position peaked at $1.13M in Q4 2021.
  • 1,476 funds tracked by Wall St. Rank held AbbVie as of Q2 2026.

Based on Amplius Wealth Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.