Annex Advisory Services’s AbbVie ABBV Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$13.6M Sell
54,007
-1,033
-2% -$222K 0.23% 74
2026
Q1
$12M Sell
55,040
-5,368
-9% -$1.19M 0.22% 78
2025
Q4
$13.8M Buy
60,408
+1,167
+2% +$266K 0.26% 75
2025
Q3
$13.7M Buy
59,241
+2,731
+5% +$556K 0.29% 68
2025
Q2
$10.5M Sell
56,510
-1,154
-2% -$214K 0.25% 68
2025
Q1
$12.1M Sell
57,664
-4,370
-7% -$850K 0.34% 62
2024
Q4
$11M Sell
62,034
-976
-2% -$179K 0.33% 62
2024
Q3
$12.4M Sell
63,010
-1,946
-3% -$363K 0.4% 54
2024
Q2
$11.1M Buy
64,956
+1,080
+2% +$179K 0.39% 52
2024
Q1
$11.6M Sell
63,876
-1,313
-2% -$226K 0.41% 47
2023
Q4
$10.1M Sell
65,189
-2,024
-3% -$295K 0.42% 50
2023
Q3
$10M Buy
67,213
+454
+0.7% +$66.6K 0.61% 42
2023
Q2
$8.99M Sell
66,759
-72,919
-52% -$10.7M 0.5% 45
2023
Q1
$22.3M Sell
139,678
-2,212
-2% -$338K 1.19% 12
2022
Q4
$22.9M Sell
141,890
-913
-0.6% -$140K 1.29% 12
2022
Q3
$19.2M Sell
142,803
-4,359
-3% -$626K 1.29% 15
2022
Q2
$22.5M Sell
147,162
-11,580
-7% -$1.77M 1.63% 12
2022
Q1
$25.7M Sell
158,742
-1,289
-0.8% -$187K 1.88% 10
2021
Q4
$21.7M Buy
160,031
+8,740
+6% +$1.03M 1.49% 12
2021
Q3
$16.3M Buy
151,291
+18,521
+14% +$2.12M 1.33% 12
2021
Q2
$15M Buy
132,770
+15,656
+13% +$1.76M 1.21% 13
2021
Q1
$12.7M Buy
117,114
+3,997
+4% +$428K 1.22% 12
2020
Q4
$12.1M Buy
113,117
+48,590
+75% +$4.67M 1.19% 13
2020
Q3
$5.65M Buy
64,527
+1,515
+2% +$143K 0.72% 16
2020
Q2
$6.19M Buy
63,012
+3,089
+5% +$272K 0.86% 16
2020
Q1
$4.57M Buy
59,923
+41,503
+225% +$3.54M 0.65% 17
2019
Q4
$1.63M Sell
18,420
-334
-2% -$27.7K 0.2% 58
2019
Q3
$1.42M Buy
18,754
+424
+2% +$29.1K 0.19% 60
2019
Q2
$1.33M Sell
18,330
-856
-4% -$67.3K 0.19% 59
2019
Q1
$1.55M Sell
19,186
-29,517
-61% -$2.41M 0.23% 51
2018
Q4
$4.49M Buy
48,703
+737
+2% +$64.8K 0.71% 19
2018
Q3
$4.54M Buy
47,966
+2,213
+5% +$210K 0.7% 18
2018
Q2
$4.24M Buy
45,753
+1,697
+4% +$166K 0.72% 16
2018
Q1
$4.17M Buy
44,056
+769
+2% +$84.5K 0.76% 16
2017
Q4
$4.19M Buy
43,287
+478
+1% +$45K 0.79% 14
2017
Q3
$3.8M Buy
42,809
+6,426
+18% +$489K 0.78% 14
2017
Q2
$2.64M Buy
36,383
+2,257
+7% +$152K 0.59% 16
2017
Q1
$2.22M Buy
34,126
+3,212
+10% +$202K 0.55% 16
2016
Q4
$1.94M Buy
30,914
+7,010
+29% +$428K 0.47% 18
2016
Q3
$1.51M Sell
23,904
-374
-2% -$24.2K 0.39% 20
2016
Q2
$1.5M Sell
24,278
-322
-1% -$19.6K 0.41% 18
2016
Q1
$1.41M Buy
24,600
+1,491
+6% +$83.1K 0.4% 18
2015
Q4
$1.37M Buy
23,109
+475
+2% +$27.4K 0.4% 17
2015
Q3
$1.23M Buy
22,634
+4,343
+24% +$283K 0.4% 16
2015
Q2
$1.23M Buy
18,291
+2,024
+12% +$132K 0.39% 18
2015
Q1
$952K Buy
16,267
+1,958
+14% +$118K 0.31% 22
2014
Q4
$936K Buy
14,309
+2,322
+19% +$146K 0.29% 28
2014
Q3
$692K Buy
11,987
+3,431
+40% +$190K 0.23% 30
2014
Q2
$483K Buy
8,556
+171
+2% +$8.97K 0.17% 39
2014
Q1
$431K Sell
8,385
-786
-9% -$39.7K 0.16% 43
2013
Q4
$484K Buy
9,171
+20
+0.2% +$983 0.19% 51
2013
Q3
$409K Buy
9,151
+662
+8% +$29.3K 0.19% 58
2013
Q2
$351K Buy
+8,489
New +$371K 0.19% 66

Other funds holding ABBV

Annex Advisory Services's ABBV Position: Q2 2026 in Review

Annex Advisory Services reduced its AbbVie (ABBV) stake by 1.9% in Q2 2026, selling an estimated $222K and leaving 54,007 shares worth $13.6M. The position accounts for 0.23% of the portfolio, ranked #74.

Annex Advisory Services first reported a position in ABBV in Q2 2013 and has held it in 53 quarters since. The position peaked at $25.7M in Q1 2022. 4,193 funds tracked by Wall St. Rank hold ABBV as of Q2 2026.

  • Annex Advisory Services held 54,007 shares of AbbVie worth $13.6M as of Q2 2026.
  • Annex Advisory Services sold 1,033 AbbVie shares in Q2 2026, an estimated $222K.
  • AbbVie made up 0.23% of Annex Advisory Services's portfolio in Q2 2026, its #74 holding.
  • Annex Advisory Services first reported a position in AbbVie in Q2 2013 and has held it in 53 quarters since.
  • Annex Advisory Services's AbbVie position peaked at $25.7M in Q1 2022.
  • 4,193 funds tracked by Wall St. Rank held AbbVie as of Q2 2026.

Based on Annex Advisory Services's 13F filing for Q2 2026, filed 10 Jul 2026.