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Beacon Financial Strategies’s AbbVie ABBV Stock Holding History

Beacon Financial Strategies’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 		$199K Hold
791
– – 0.1% 50
2026
Q1 		$172K Sell
791
-1
-0.1% -$222 0.1% 44
2025
Q4 		$181K Buy
+792
New +$180K 0.1% 44

Other funds holding ABBV

Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Handelsbanken Fonder
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
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return

Beacon Financial Strategies's ABBV Position: Q2 2026 in Review

Beacon Financial Strategies held its AbbVie (ABBV) position steady in Q2 2026 at 791 shares worth $199K. The position accounts for 0.1% of the portfolio, ranked #50.

Beacon Financial Strategies first reported a position in ABBV in Q4 2025 and has held it in 3 quarters since. 754 funds tracked by Wall St. Rank hold ABBV as of Q2 2026.

  • Beacon Financial Strategies held 791 shares of AbbVie worth $199K as of Q2 2026.
  • Beacon Financial Strategies left its AbbVie share count unchanged in Q2 2026.
  • AbbVie made up 0.1% of Beacon Financial Strategies's portfolio in Q2 2026, its #50 holding.
  • Beacon Financial Strategies first reported a position in AbbVie in Q4 2025 and has held it in 3 quarters since.
  • 754 funds tracked by Wall St. Rank held AbbVie as of Q2 2026.

Based on Beacon Financial Strategies's 13F filing for Q2 2026, filed 8 Jul 2026.