BankPlus Wealth Management
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BankPlus Wealth Management’s AbbVie ABBV Stock Holding History

BankPlus 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 		$1.25M Buy
4,783
+32
+0.7% +$8.2K 0.55% 29
2026
Q2 		$1.2M Buy
4,751
+118
+3% +$25.4K 0.54% 33
2026
Q1 		$1.01M Buy
4,633
+442
+11% +$98K 0.52% 31
2025
Q4 		$958K Sell
4,191
-156
-4% -$35.5K 0.53% 31
2025
Q3 		$1.01M Buy
4,347
+144
+3% +$29.3K 0.59% 26
2025
Q2 		$780K Buy
4,203
+92
+2% +$17.1K 0.52% 35
2025
Q1 		$861K Sell
4,111
-33
-0.8% -$6.42K 0.63% 27
2024
Q4 		$736K Buy
+4,144
New +$762K 0.55% 33

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

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

BankPlus Wealth Management increased its AbbVie (ABBV) stake by 0.67% in Q3 2026, buying an estimated $8.2K and bringing the position to 4,783 shares worth $1.25M. The position accounts for 0.55% of the portfolio, ranked #29.

BankPlus Wealth Management first reported a position in ABBV in Q4 2024 and has held it in 8 quarters since. 2,709 funds tracked by Wall St. Rank hold ABBV as of Q3 2026.

  • BankPlus Wealth Management held 4,783 shares of AbbVie worth $1.25M as of Q3 2026.
  • BankPlus Wealth Management bought 32 AbbVie shares in Q3 2026, an estimated $8.2K.
  • AbbVie made up 0.55% of BankPlus Wealth Management's portfolio in Q3 2026, its #29 holding.
  • BankPlus Wealth Management first reported a position in AbbVie in Q4 2024 and has held it in 8 quarters since.
  • 2,709 funds tracked by Wall St. Rank held AbbVie as of Q3 2026.

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