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Beaumont Financial Advisors’s AbbVie ABBV Stock Holding History

Beaumont Financial Advisors’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 		$1.93M Sell
7,660
-367
-5% -$79K 0.12% 107
2026
Q1 		$1.75M Sell
8,027
-234
-3% -$51.9K 0.12% 108
2025
Q4 		$1.89M Sell
8,261
-2,824
-25% -$643K 0.12% 102
2025
Q3 		$2.57M Sell
11,085
-24
-0.2% -$4.89K 0.17% 80
2025
Q2 		$2.06M Buy
11,109
+35
+0.3% +$6.5K 0.15% 88
2025
Q1 		$2.32M Buy
11,074
+371
+3% +$72.1K 0.18% 81
2024
Q4 		$1.9M Sell
10,703
-403
-4% -$74.1K 0.14% 98
2024
Q3 		$2.19M Buy
11,106
+68
+0.6% +$12.7K 0.17% 81
2024
Q2 		$1.89M Buy
11,038
+50
+0.5% +$8.28K 0.15% 94
2024
Q1 		$2M Buy
10,988
+65
+0.6% +$11.2K 0.17% 84
2023
Q4 		$1.69M Buy
10,923
+201
+2% +$29.3K 0.15% 91
2023
Q3 		$1.6M Buy
10,722
+617
+6% +$90.6K 0.16% 92
2023
Q2 		$1.36M Buy
10,105
+226
+2% +$33.1K 0.13% 112
2023
Q1 		$1.57M Buy
9,879
+147
+2% +$22.5K 0.16% 95
2022
Q4 		$1.57M Sell
9,732
-446
-4% -$68.4K 0.16% 95
2022
Q3 		$1.37M Sell
10,178
-24
-0.2% -$3.44K 0.13% 100
2022
Q2 		$1.56M Sell
10,202
-201
-2% -$30.7K 0.14% 98
2022
Q1 		$1.69M Buy
10,403
+2,256
+28% +$328K 0.13% 122
2021
Q4 		$1.1M Sell
8,147
-617
-7% -$72.9K 0.08% 135
2021
Q3 		$945K Sell
8,764
-7
-0.1% -$800 0.07% 143
2021
Q2 		$988K Buy
8,771
+792
+10% +$89.2K 0.08% 146
2021
Q1 		$863K Sell
7,979
-449
-5% -$48K 0.07% 154
2020
Q4 		$903K Sell
8,428
-1,857
-18% -$178K 0.08% 145
2020
Q3 		$901K Buy
10,285
+519
+5% +$48.9K 0.09% 153
2020
Q2 		$959K Buy
9,766
+2,631
+37% +$232K 0.1% 135
2020
Q1 		$544K Buy
7,135
+92
+1% +$7.84K 0.07% 132
2019
Q4 		$624K Buy
7,043
+1,065
+18% +$88.4K 0.06% 163
2019
Q3 		$453K Sell
5,978
-790
-12% -$54.2K 0.05% 177
2019
Q2 		$492K Buy
6,768
+309
+5% +$24.3K 0.05% 154
2019
Q1 		$521K Buy
6,459
+190
+3% +$15.5K 0.06% 150
2018
Q4 		$578K Hold
6,269
– – 0.09% 116
2018
Q3 		$593K Sell
6,269
-147
-2% -$13.9K 0.06% 133
2018
Q2 		$594K Sell
6,416
-599
-9% -$58.5K 0.06% 122
2018
Q1 		$664K Buy
7,015
+792
+13% +$87K 0.07% 115
2017
Q4 		$602K Buy
6,223
+593
+11% +$55.9K 0.07% 111
2017
Q3 		$500K Buy
5,630
+14
+0.2% +$1.07K 0.06% 118
2017
Q2 		$407K Buy
5,616
+56
+1% +$3.77K 0.05% 127
2017
Q1 		$362K Buy
5,560
+528
+10% +$33.2K 0.05% 138
2016
Q4 		$315K Sell
5,032
-200
-4% -$12.2K 0.05% 121
2016
Q3 		$330K Buy
5,232
+1,249
+31% +$80.9K 0.05% 116
2016
Q2 		$247K Buy
+3,983
New +$243K 0.04% 123
2016
Q1 		– Sell
-3,683
Closed -$218K – 128
2015
Q4 		$218K Buy
+3,683
New +$212K 0.04% 116

Other funds holding ABBV

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Beaumont Financial Advisors's ABBV Position: Q2 2026 in Review

Beaumont Financial Advisors reduced its AbbVie (ABBV) stake by 4.6% in Q2 2026, selling an estimated $79K and leaving 7,660 shares worth $1.93M. The position accounts for 0.12% of the portfolio, ranked #107.

Beaumont Financial Advisors first reported a position in ABBV in Q4 2015 and has held it in 42 quarters since. The position peaked at $2.57M in Q3 2025. 4,201 funds tracked by Wall St. Rank hold ABBV as of Q2 2026.

  • Beaumont Financial Advisors held 7,660 shares of AbbVie worth $1.93M as of Q2 2026.
  • Beaumont Financial Advisors sold 367 AbbVie shares in Q2 2026, an estimated $79K.
  • AbbVie made up 0.12% of Beaumont Financial Advisors's portfolio in Q2 2026, its #107 holding.
  • Beaumont Financial Advisors first reported a position in AbbVie in Q4 2015 and has held it in 42 quarters since.
  • Beaumont Financial Advisors's AbbVie position peaked at $2.57M in Q3 2025.
  • 4,201 funds tracked by Wall St. Rank held AbbVie as of Q2 2026.

Based on Beaumont Financial Advisors's 13F filing for Q2 2026, filed 4 Aug 2026.