Apella Capital
ABBV icon

Apella Capital’s AbbVie ABBV Stock Holding History

Apella Capital’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
Q3 		$6.37M Buy
23,477
+2,912
+14% +$747K 0.08% 163
2026
Q2 		$5.24M Buy
20,565
+267
+1% +$57.4K 0.07% 162
2026
Q1 		$4.23M Buy
20,298
+10,041
+98% +$2.23M 0.06% 177
2025
Q4 		$2.34M Buy
10,257
+563
+6% +$128K 0.05% 188
2025
Q3 		$2.2M Buy
9,694
+524
+6% +$107K 0.05% 179
2025
Q2 		$1.72M Buy
9,170
+343
+4% +$63.7K 0.05% 175
2025
Q1 		$1.59M Buy
8,827
+756
+9% +$147K 0.05% 150
2024
Q4 		$1.43M Buy
8,071
+1
+0% +$184 0.06% 140
2024
Q3 		$1.59M Buy
8,070
+501
+7% +$93.5K 0.07% 121
2024
Q2 		$1.27M Buy
7,569
+204
+3% +$33.8K 0.06% 134
2024
Q1 		$1.25M Buy
7,365
+104
+1% +$17.9K 0.06% 127
2023
Q4 		$1.17M Sell
7,261
-151
-2% -$22K 0.07% 125
2023
Q3 		$1.1M Buy
7,412
+315
+4% +$46.2K 0.08% 110
2023
Q2 		$956K Buy
+7,097
New +$1.04M 0.07% 119
2022
Q4 		$1.57M Sell
9,709
-428
-4% -$65.6K 0.14% 81
2022
Q3 		$1.36M Buy
10,137
+1,236
+14% +$177K 0.16% 82
2022
Q2 		$1.36M Buy
8,901
+325
+4% +$49.7K 0.16% 83
2022
Q1 		$1.39M Buy
8,576
+1,150
+15% +$167K 0.2% 76
2021
Q4 		$1M Buy
7,426
+343
+5% +$40.5K 0.13% 89
2021
Q3 		$764K Buy
7,083
+69
+1% +$7.88K 0.11% 103
2021
Q2 		$790K Buy
7,014
+869
+14% +$97.9K 0.13% 109
2021
Q1 		$665K Buy
6,145
+144
+2% +$15.4K 0.21% 75
2020
Q4 		$643K Hold
6,001
– – 0.23% 73
2020
Q3 		$526K Sell
6,001
-100
-2% -$9.42K 0.21% 78
2020
Q2 		$599K Buy
6,101
+209
+4% +$18.4K 0.28% 72
2020
Q1 		$449K Buy
+5,892
New +$502K 0.26% 70

Other funds holding ABBV

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return

Apella Capital's ABBV Position: Q3 2026 in Review

Apella Capital increased its AbbVie (ABBV) stake by 14% in Q3 2026, buying an estimated $747K and bringing the position to 23,477 shares worth $6.37M. The position accounts for 0.08% of the portfolio, ranked #163.

Apella Capital first reported a position in ABBV in Q1 2020 and has held it in 26 quarters since. 2,709 funds tracked by Wall St. Rank hold ABBV as of Q3 2026.

  • Apella Capital held 23,477 shares of AbbVie worth $6.37M as of Q3 2026.
  • Apella Capital bought 2,912 AbbVie shares in Q3 2026, an estimated $747K.
  • AbbVie made up 0.08% of Apella Capital's portfolio in Q3 2026, its #163 holding.
  • Apella Capital first reported a position in AbbVie in Q1 2020 and has held it in 26 quarters since.
  • 2,709 funds tracked by Wall St. Rank held AbbVie as of Q3 2026.

Based on Apella Capital's 13F filing for Q3 2026, filed 8 Oct 2026.