Barton Investment Management’s AbbVie ABBV Stock Holding History

Barton Investment 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	$1.91M	Hold	7,578	–	–	0.26%	26
2026 Q1	$1.65M	Sell	7,578 -2,036	-21%	-$452K	0.21%	27
2025 Q4	$2.2M	Hold	9,614	–	–	0.24%	25
2025 Q3	$2.23M	Hold	9,614	–	–	0.23%	25
2025 Q2	$1.78M	Hold	9,614	–	–	0.18%	24
2025 Q1	$2.01M	Hold	9,614	–	–	0.25%	23
2024 Q4	$1.71M	Hold	9,614	–	–	0.18%	25
2024 Q3	$1.9M	Hold	9,614	–	–	0.24%	25
2024 Q2	$1.65M	Hold	9,614	–	–	0.22%	25
2024 Q1	$1.75M	Hold	9,614	–	–	0.21%	24
2023 Q4	$1.49M	Hold	9,614	–	–	0.2%	27
2023 Q3	$1.43M	Hold	9,614	–	–	0.23%	26
2023 Q2	$1.3M	Hold	9,614	–	–	0.19%	26
2023 Q1	$1.53M	Hold	9,614	–	–	0.27%	23
2022 Q4	$1.55M	Hold	9,614	–	–	0.31%	24
2022 Q3	$1.29M	Hold	9,614	–	–	0.26%	24
2022 Q2	$1.47M	Hold	9,614	–	–	0.3%	23
2022 Q1	$1.56M	Hold	9,614	–	–	0.2%	24
2021 Q4	$1.3M	Buy	9,614 +620	+7%	+$73.2K	0.11%	26
2021 Q3	$970K	Hold	8,994	–	–	0.08%	29
2021 Q2	$1.01M	Hold	8,994	–	–	0.08%	27
2021 Q1	$973K	Hold	8,994	–	–	0.09%	28
2020 Q4	$964K	Hold	8,994	–	–	0.08%	27
2020 Q3	$787K	Hold	8,994	–	–	0.08%	26
2020 Q2	$883K	Hold	8,994	–	–	0.09%	24
2020 Q1	$685K	Hold	8,994	–	–	0.11%	27
2019 Q4	$796K	Hold	8,994	–	–	0.12%	28
2019 Q3	$681K	Hold	8,994	–	–	0.11%	27
2019 Q2	$654K	Hold	8,994	–	–	0.1%	28
2019 Q1	$725K	Hold	8,994	–	–	0.12%	26
2018 Q4	$829K	Hold	8,994	–	–	0.17%	24
2018 Q3	$850K	Hold	8,994	–	–	0.13%	25
2018 Q2	$833K	Hold	8,994	–	–	0.13%	24
2018 Q1	$851K	Hold	8,994	–	–	0.16%	23
2017 Q4	$870K	Hold	8,994	–	–	0.19%	21
2017 Q3	$799K	Hold	8,994	–	–	0.19%	21
2017 Q2	$652K	Sell	8,994 -834	-8%	-$56.1K	0.17%	26
2017 Q1	$640K	Hold	9,828	–	–	0.19%	27
2016 Q4	$615K	Hold	9,828	–	–	0.2%	27
2016 Q3	$619K	Hold	9,828	–	–	0.21%	26
2016 Q2	$608K	Sell	9,828 -5,900	-38%	-$360K	0.22%	25
2016 Q1	$898K	Hold	15,728	–	–	0.25%	27
2015 Q4	$932K	Sell	15,728 -80	-0.5%	-$4.61K	0.31%	20
2015 Q3	$860K	Hold	15,808	–	–	0.31%	21
2015 Q2	$1.06M	Hold	15,808	–	–	0.38%	22
2015 Q1	$925K	Hold	15,808	–	–	0.34%	24
2014 Q4	$1.03M	Hold	15,808	–	–	0.4%	23
2014 Q3	$913K	Hold	15,808	–	–	0.35%	26
2014 Q2	$892K	Buy	15,808 +80	+0.5%	+$4.2K	0.35%	25
2014 Q1	$808K	Hold	15,728	–	–	0.33%	25
2013 Q4	$831K	Hold	15,728	–	–	0.33%	25
2013 Q3	$704K	Hold	15,728	–	–	0.32%	24
2013 Q2	$650K	Buy	+15,728	New	+$688K	0.34%	27

Other funds holding ABBV

LMFP

Larry Mathis Financial Planning Phoenix, Arizona $124B AUM

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

HCM

Hamlin Capital Management New York $4.45B AUM 22.95% 1-Year Est. Return

AAMU

AEGON Asset Management (UK) Edinburgh, United Kingdom $9.38B AUM 48.94% 1-Year Est. Return

HPC

HM Payson & Co Portland, Maine $7.54B AUM 31.34% 1-Year Est. Return

CRM

Cardano Risk Management Rotterdam, Netherlands $13B AUM 49.44% 1-Year Est. Return

CNB

Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Barton Investment Management's ABBV Position: Q2 2026 in Review

Barton Investment Management held its AbbVie (ABBV) position steady in Q2 2026 at 7,578 shares worth $1.91M. The position accounts for 0.26% of the portfolio, ranked #26.

Barton Investment Management first reported a position in ABBV in Q2 2013 and has held it in 53 quarters since. The position peaked at $2.23M in Q3 2025. 921 funds tracked by Wall St. Rank hold ABBV as of Q2 2026.

Barton Investment Management held 7,578 shares of AbbVie worth $1.91M as of Q2 2026.
Barton Investment Management left its AbbVie share count unchanged in Q2 2026.
AbbVie made up 0.26% of Barton Investment Management's portfolio in Q2 2026, its #26 holding.
Barton Investment Management first reported a position in AbbVie in Q2 2013 and has held it in 53 quarters since.
Barton Investment Management's AbbVie position peaked at $2.23M in Q3 2025.
921 funds tracked by Wall St. Rank held AbbVie as of Q2 2026.

Based on Barton Investment Management's 13F filing for Q2 2026, filed 20 Jul 2026.