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Bennett Associates Wealth Management’s AbbVie ABBV Stock Holding History

Bennett Associates Wealth 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
Q1 		– Sell
-1,305
Closed -$298K – 57
2025
Q4 		$298K Buy
+1,305
New +$297K 0.21% 46

Other funds holding ABBV

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VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Bennett Associates Wealth Management's ABBV Position: Q1 2026 in Review

Bennett Associates Wealth Management sold out of AbbVie (ABBV) in Q1 2026, closing a stake of 1,305 shares — an estimated $298K sold.

Bennett Associates Wealth Management first reported a position in ABBV in Q4 2025 and held it in 1 quarter. The position peaked at $298K in Q4 2025. 4,077 funds tracked by Wall St. Rank hold ABBV as of Q1 2026.

  • Bennett Associates Wealth Management reported no remaining AbbVie position as of Q1 2026 after selling out during the quarter.
  • Bennett Associates Wealth Management sold 1,305 AbbVie shares in Q1 2026, an estimated $298K.
  • Bennett Associates Wealth Management first reported a position in AbbVie in Q4 2025 and held it in 1 quarter.
  • Bennett Associates Wealth Management's AbbVie position peaked at $298K in Q4 2025.
  • 4,077 funds tracked by Wall St. Rank held AbbVie as of Q1 2026.

Based on Bennett Associates Wealth Management's 13F filing for Q1 2026, filed 21 Apr 2026.