BFG
ABBV icon

Berger Financial Group’s AbbVie ABBV Stock Holding History

Berger Financial Group’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 		$3.09M Sell
14,227
-870
-6% -$193K 0.17% 109
2025
Q4 		$3.45M Sell
15,097
-4,928
-25% -$1.12M 0.2% 108
2025
Q3 		$4.64M Buy
20,025
+5,838
+41% +$1.19M 0.28% 87
2025
Q2 		$2.63M Buy
14,187
+53
+0.4% +$9.85K 0.17% 113
2025
Q1 		$2.96M Sell
14,134
-780
-5% -$152K 0.21% 105
2024
Q4 		$2.65M Buy
14,914
+885
+6% +$163K 0.18% 112
2024
Q3 		$2.77M Buy
14,029
+8,089
+136% +$1.51M 0.2% 101
2024
Q2 		$1.02M Buy
5,940
+336
+6% +$55.7K 0.08% 152
2024
Q1 		$1.02M Buy
5,604
+234
+4% +$40.3K 0.08% 148
2023
Q4 		$832K Sell
5,370
-101
-2% -$14.7K 0.09% 130
2023
Q3 		$816K Sell
5,471
-282
-5% -$41.4K 0.09% 127
2023
Q2 		$775K Buy
5,753
+14
+0.2% +$2.05K 0.09% 127
2023
Q1 		$915K Buy
5,739
+449
+8% +$68.6K 0.11% 113
2022
Q4 		$855K Buy
5,290
+863
+19% +$132K 0.11% 113
2022
Q3 		$594K Buy
4,427
+299
+7% +$42.9K 0.09% 129
2022
Q2 		$632K Buy
4,128
+99
+2% +$15.1K 0.09% 117
2022
Q1 		$653K Buy
4,029
+48
+1% +$6.97K 0.08% 128
2021
Q4 		$539K Buy
3,981
+842
+27% +$99.5K 0.07% 144
2021
Q3 		$339K Buy
3,139
+1
+0% +$114 0.06% 148
2021
Q2 		$354K Sell
3,138
-189
-6% -$21.3K 0.06% 143
2021
Q1 		$360K Sell
3,327
-150
-4% -$16K 0.08% 136
2020
Q4 		$373K Buy
+3,477
New +$334K 0.07% 145

Other funds holding ABBV

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
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

Berger Financial Group's ABBV Position: Q1 2026 in Review

Berger Financial Group reduced its AbbVie (ABBV) stake by 5.8% in Q1 2026, selling an estimated $193K and leaving 14,227 shares worth $3.09M. The position accounts for 0.17% of the portfolio, ranked #109.

Berger Financial Group first reported a position in ABBV in Q4 2020 and has held it in 22 quarters since. The position peaked at $4.64M in Q3 2025. 4,075 funds tracked by Wall St. Rank hold ABBV as of Q1 2026.

  • Berger Financial Group held 14,227 shares of AbbVie worth $3.09M as of Q1 2026.
  • Berger Financial Group sold 870 AbbVie shares in Q1 2026, an estimated $193K.
  • AbbVie made up 0.17% of Berger Financial Group's portfolio in Q1 2026, its #109 holding.
  • Berger Financial Group first reported a position in AbbVie in Q4 2020 and has held it in 22 quarters since.
  • Berger Financial Group's AbbVie position peaked at $4.64M in Q3 2025.
  • 4,075 funds tracked by Wall St. Rank held AbbVie as of Q1 2026.

Based on Berger Financial Group's 13F filing for Q1 2026, filed 28 Apr 2026.