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 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

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

Baker Tilly Wealth Management's ABBV Position: Q2 2026 in Review

Baker Tilly Wealth Management reduced its AbbVie (ABBV) stake by 3.2% in Q2 2026, selling an estimated $35.7K and leaving 4,962 shares worth $1.25M. The position accounts for 0.27% of the portfolio, ranked #64.

Baker Tilly Wealth Management first reported a position in ABBV in Q4 2020 and has held it in 23 quarters since. The position peaked at $2.81M in Q1 2023. 4,201 funds tracked by Wall St. Rank hold ABBV as of Q2 2026.

Baker Tilly Wealth Management held 4,962 shares of AbbVie worth $1.25M as of Q2 2026.
Baker Tilly Wealth Management sold 166 AbbVie shares in Q2 2026, an estimated $35.7K.
AbbVie made up 0.27% of Baker Tilly Wealth Management's portfolio in Q2 2026, its #64 holding.
Baker Tilly Wealth Management first reported a position in AbbVie in Q4 2020 and has held it in 23 quarters since.
Baker Tilly Wealth Management's AbbVie position peaked at $2.81M in Q1 2023.
4,201 funds tracked by Wall St. Rank held AbbVie as of Q2 2026.

Based on Baker Tilly Wealth Management's 13F filing for Q2 2026, filed 17 Jul 2026.