Asset Planning Inc’s AbbVie ABBV Stock Holding History

Asset Planning Inc’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	$749K	Buy	2,977 +291	+11%	+$62.6K	0.49%	41
2026 Q1	$584K	Buy	2,686 +657	+32%	+$146K	0.42%	42
2025 Q4	$464K	Buy	2,029 +12	+0.6%	+$2.73K	0.33%	47
2025 Q3	$467K	Buy	2,017 +13	+0.6%	+$2.65K	0.34%	48
2025 Q2	$372K	Buy	2,004 +14	+0.7%	+$2.6K	0.28%	57
2025 Q1	$417K	Buy	1,990 +14	+0.7%	+$2.72K	0.33%	51
2024 Q4	$351K	Buy	+1,976	New	+$363K	0.27%	58

Other funds holding ABBV

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Asset Planning Inc's ABBV Position: Q2 2026 in Review

Asset Planning Inc increased its AbbVie (ABBV) stake by 11% in Q2 2026, buying an estimated $62.6K and bringing the position to 2,977 shares worth $749K. The position accounts for 0.49% of the portfolio, ranked #41.

Asset Planning Inc first reported a position in ABBV in Q4 2024 and has held it in 7 quarters since. 4,195 funds tracked by Wall St. Rank hold ABBV as of Q2 2026.

Asset Planning Inc held 2,977 shares of AbbVie worth $749K as of Q2 2026.
Asset Planning Inc bought 291 AbbVie shares in Q2 2026, an estimated $62.6K.
AbbVie made up 0.49% of Asset Planning Inc's portfolio in Q2 2026, its #41 holding.
Asset Planning Inc first reported a position in AbbVie in Q4 2024 and has held it in 7 quarters since.
4,195 funds tracked by Wall St. Rank held AbbVie as of Q2 2026.

Based on Asset Planning Inc's 13F filing for Q2 2026, filed 27 Jul 2026.