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Baker Tilly Wealth Management’s AbbVie ABBV Stock Holding History

Baker Tilly 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 		$1.22M Sell
4,673
-289
-6% -$74.1K 0.24% 67
2026
Q2 		$1.25M Sell
4,962
-166
-3% -$35.7K 0.27% 64
2026
Q1 		$1.12M Buy
5,128
+99
+2% +$22K 0.27% 70
2025
Q4 		$1.15M Buy
5,029
+201
+4% +$45.8K 0.28% 64
2025
Q3 		$1.12M Buy
4,828
+226
+5% +$46K 0.25% 69
2025
Q2 		$854K Sell
4,602
-169
-4% -$31.4K 0.31% 73
2025
Q1 		$1,000K Buy
4,771
+881
+23% +$171K 0.39% 62
2024
Q4 		$691K Buy
3,890
+94
+2% +$17.3K 0.27% 87
2024
Q3 		$750K Sell
3,796
-1,256
-25% -$234K 0.33% 75
2024
Q2 		$867K Sell
5,052
-6,361
-56% -$1.05M 0.35% 66
2024
Q1 		$2.08M Sell
11,413
-1,945
-15% -$335K 0.38% 63
2023
Q4 		$2.07M Sell
13,358
-701
-5% -$102K 0.34% 65
2023
Q3 		$2.1M Sell
14,059
-2,923
-17% -$429K 0.35% 65
2023
Q2 		$2.29M Sell
16,982
-629
-4% -$92.2K 0.24% 90
2023
Q1 		$2.81M Buy
17,611
+728
+4% +$111K 0.32% 70
2022
Q4 		$2.73M Buy
16,883
+2,405
+17% +$369K 0.34% 73
2022
Q3 		$1.94M Sell
14,478
-2,225
-13% -$319K 0.26% 84
2022
Q2 		$2.56M Sell
16,703
-319
-2% -$48.7K 0.34% 69
2022
Q1 		$2.76M Sell
17,022
-1,464
-8% -$213K 0.31% 70
2021
Q4 		$2.5M Sell
18,486
-413
-2% -$48.8K 0.27% 74
2021
Q3 		$2.04M Buy
18,899
+1,012
+6% +$116K 0.27% 74
2021
Q2 		$2.02M Buy
17,887
+629
+4% +$70.8K 0.33% 70
2021
Q1 		$1.87M Buy
17,258
+3,341
+24% +$357K 0.38% 63
2020
Q4 		$1.49M Buy
+13,917
New +$1.34M 0.46% 50

Other funds holding ABBV

HCM
Hamlin Capital Management New York $4.04B AUM 11.59% 1-Year Est. Return
FWCM
Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return
MSV
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
AIM
Artemis Investment Management Edinburgh, United Kingdom $11.5B AUM 61.77% 1-Year Est. Return
EB
Eastern Bank Boston, Massachusetts $6.58B AUM 23.57% 1-Year Est. Return
SC
Sapient Capital Indianapolis, Indiana $7.44B AUM 23.27% 1-Year Est. Return
AP
Atwood & Palmer Kansas City, Missouri $1.95B AUM 16% 1-Year Est. Return
IWA
Inspirion Wealth Advisors Libertyville, Illinois $880M AUM 10.53% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Baker Tilly Wealth Management's ABBV Position: Q3 2026 in Review

Baker Tilly Wealth Management reduced its AbbVie (ABBV) stake by 5.8% in Q3 2026, selling an estimated $74.1K and leaving 4,673 shares worth $1.22M. The position accounts for 0.24% of the portfolio, ranked #67.

Baker Tilly Wealth Management first reported a position in ABBV in Q4 2020 and has held it in 24 quarters since. The position peaked at $2.81M in Q1 2023. 246 funds tracked by Wall St. Rank hold ABBV as of Q3 2026.

  • Baker Tilly Wealth Management held 4,673 shares of AbbVie worth $1.22M as of Q3 2026.
  • Baker Tilly Wealth Management sold 289 AbbVie shares in Q3 2026, an estimated $74.1K.
  • AbbVie made up 0.24% of Baker Tilly Wealth Management's portfolio in Q3 2026, its #67 holding.
  • Baker Tilly Wealth Management first reported a position in AbbVie in Q4 2020 and has held it in 24 quarters since.
  • Baker Tilly Wealth Management's AbbVie position peaked at $2.81M in Q1 2023.
  • 246 funds tracked by Wall St. Rank held AbbVie as of Q3 2026.

Based on Baker Tilly Wealth Management's 13F filing for Q3 2026, filed 5 Oct 2026.