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Bard Financial Services’s AbbVie ABBV Stock Holding History

Bard Financial Services’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
2025
Q3 		$15.4M Sell
66,720
-375
-0.6% -$76.4K 1.7% 8
2025
Q2 		$12.5M Sell
67,095
-1,125
-2% -$209K 1.49% 12
2025
Q1 		$14.3M Sell
68,220
-910
-1% -$177K 1.75% 8
2024
Q4 		$12.3M Sell
69,130
-125
-0.2% -$23K 1.47% 11
2024
Q3 		$13.7M Sell
69,255
-5,500
-7% -$1.03M 1.61% 11
2024
Q2 		$12.8M Sell
74,755
-350
-0.5% -$58K 1.33% 16
2024
Q1 		$13.7M Hold
75,105
– – 1.45% 12
2023
Q4 		$11.6M Buy
75,105
+1,440
+2% +$210K 1.3% 14
2023
Q3 		$11M Buy
73,665
+690
+0.9% +$101K 1.36% 17
2023
Q2 		$9.83M Sell
72,975
-1,000
-1% -$147K 0.74% 34
2023
Q1 		$11.8M Sell
73,975
-250
-0.3% -$38.2K 0.94% 25
2022
Q4 		$12M Sell
74,225
-145
-0.2% -$22.2K 1.02% 25
2022
Q3 		$9.98M Sell
74,370
-250
-0.3% -$35.9K 0.94% 23
2022
Q2 		$11.4M Sell
74,620
-500
-0.7% -$76.4K 1.04% 23
2022
Q1 		$12.2M Buy
75,120
+200
+0.3% +$29.1K 0.99% 21
2021
Q4 		$10.1M Buy
74,920
+1,350
+2% +$159K 0.82% 29
2021
Q3 		$7.94M Sell
73,570
-875
-1% -$100K 0.7% 39
2021
Q2 		$8.38M Buy
74,445
+575
+0.8% +$64.8K 0.75% 35
2021
Q1 		$7.99M Sell
73,870
-3,255
-4% -$348K 0.78% 36
2020
Q4 		$8.26M Buy
+77,125
New +$7.41M 0.83% 32

Other funds holding ABBV

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Bard Financial Services's ABBV Position: Q3 2025 in Review

Bard Financial Services reduced its AbbVie (ABBV) stake by 0.56% in Q3 2025, selling an estimated $76.4K and leaving 66,720 shares worth $15.4M. The position accounts for 1.7% of the portfolio, ranked #8.

Bard Financial Services first reported a position in ABBV in Q4 2020 and has held it in 20 quarters since. 3,915 funds tracked by Wall St. Rank hold ABBV as of Q3 2025.

  • Bard Financial Services held 66,720 shares of AbbVie worth $15.4M as of Q3 2025.
  • Bard Financial Services sold 375 AbbVie shares in Q3 2025, an estimated $76.4K.
  • AbbVie made up 1.7% of Bard Financial Services's portfolio in Q3 2025, its #8 holding.
  • Bard Financial Services first reported a position in AbbVie in Q4 2020 and has held it in 20 quarters since.
  • 3,915 funds tracked by Wall St. Rank held AbbVie as of Q3 2025.

Based on Bard Financial Services's 13F filing for Q3 2025, filed 17 Oct 2025.