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Beacon Investment Advisory Services’s AbbVie ABBV Stock Holding History

Beacon Investment Advisory 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
2017
Q4 		– Sell
-40,000
Closed -$3.55M – 243
2017
Q3 		$3.55M Buy
+40,000
New +$3.04M 0.3% 87

Other funds holding ABBV

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return

Beacon Investment Advisory Services's ABBV Position: Q2 2026 in Review

Beacon Investment Advisory Services reduced its AbbVie (ABBV) stake by 1.9% in Q2 2026, selling an estimated $351K and leaving 84,475 shares worth $21.3M. The position accounts for 0.79% of the portfolio, ranked #36.

Beacon Investment Advisory Services first reported a position in ABBV in Q2 2017 and has held it in 37 quarters since. 2,279 funds tracked by Wall St. Rank hold ABBV as of Q2 2026.

  • Beacon Investment Advisory Services held 84,475 shares of AbbVie worth $21.3M as of Q2 2026.
  • Beacon Investment Advisory Services sold 1,630 AbbVie shares in Q2 2026, an estimated $351K.
  • AbbVie made up 0.79% of Beacon Investment Advisory Services's portfolio in Q2 2026, its #36 holding.
  • Beacon Investment Advisory Services first reported a position in AbbVie in Q2 2017 and has held it in 37 quarters since.
  • 2,279 funds tracked by Wall St. Rank held AbbVie as of Q2 2026.

Based on Beacon Investment Advisory Services's 13F filing for Q2 2026, filed 8 Jul 2026.