Axxcess Wealth Management
ABBV icon

Axxcess Wealth Management’s AbbVie ABBV Stock Holding History

Axxcess Wealth Management’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 		$12.6M Sell
48,309
-39,607
-45% -$10.2M 0.52% 40
2026
Q2 		$22.1M Buy
87,916
+15,478
+21% +$3.33M 0.35% 60
2026
Q1 		$15.8M Sell
72,438
-2,786
-4% -$618K 0.5% 46
2025
Q4 		$17.2M Buy
75,224
+518
+0.7% +$118K 0.3% 68
2025
Q3 		$17.3M Buy
74,706
+3,597
+5% +$732K 0.37% 55
2025
Q2 		$13.2M Buy
71,109
+2,122
+3% +$394K 0.31% 68
2025
Q1 		$14.5M Buy
68,987
+669
+1% +$130K 0.38% 59
2024
Q4 		$12.1M Buy
68,318
+3,570
+6% +$656K 0.29% 66
2024
Q3 		$12.8M Sell
64,748
-2,749
-4% -$513K 0.31% 62
2024
Q2 		$11.6M Sell
67,497
-1,884
-3% -$312K 0.31% 62
2024
Q1 		$12.6M Sell
69,381
-762
-1% -$131K 0.35% 58
2023
Q4 		$10.9M Buy
70,143
+5,717
+9% +$833K 0.32% 68
2023
Q3 		$9.6M Buy
64,426
+31,054
+93% +$4.56M 0.33% 66
2023
Q2 		$4.5M Sell
33,372
-11,067
-25% -$1.62M 0.33% 72
2023
Q1 		$7.08M Buy
44,439
+2,363
+6% +$361K 0.54% 39
2022
Q4 		$6.8M Buy
42,076
+9,662
+30% +$1.48M 0.56% 38
2022
Q3 		$4.35M Sell
32,414
-2,635
-8% -$378K 0.41% 51
2022
Q2 		$5.37M Sell
35,049
-5,351
-13% -$818K 0.49% 42
2022
Q1 		$6.55M Buy
40,400
+5,283
+15% +$767K 0.51% 39
2021
Q4 		$4.76M Buy
+35,117
New +$4.15M 0.35% 57

Other funds holding ABBV

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 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
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $111B AUM 30.48% 1-Year Est. Return

Axxcess Wealth Management's ABBV Position: Q3 2026 in Review

Axxcess Wealth Management reduced its AbbVie (ABBV) stake by 45% in Q3 2026, selling an estimated $10.2M and leaving 48,309 shares worth $12.6M. The position accounts for 0.52% of the portfolio, ranked #40.

Axxcess Wealth Management first reported a position in ABBV in Q4 2021 and has held it in 20 quarters since. The position peaked at $22.1M in Q2 2026. 3,064 funds tracked by Wall St. Rank hold ABBV as of Q3 2026.

  • Axxcess Wealth Management held 48,309 shares of AbbVie worth $12.6M as of Q3 2026.
  • Axxcess Wealth Management sold 39,607 AbbVie shares in Q3 2026, an estimated $10.2M.
  • AbbVie made up 0.52% of Axxcess Wealth Management's portfolio in Q3 2026, its #40 holding.
  • Axxcess Wealth Management first reported a position in AbbVie in Q4 2021 and has held it in 20 quarters since.
  • Axxcess Wealth Management's AbbVie position peaked at $22.1M in Q2 2026.
  • 3,064 funds tracked by Wall St. Rank held AbbVie as of Q3 2026.

Based on Axxcess Wealth Management's 13F filing for Q3 2026, filed 21 Oct 2026.