Bernard Wealth Management’s AbbVie ABBV Stock Holding History

Bernard 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 Q2	$870K	Hold	3,456	–	–	0.32%	36
2026 Q1	$752K	Hold	3,456	–	–	0.32%	37
2025 Q4	$790K	Hold	3,456	–	–	0.32%	38
2025 Q3	$800K	Hold	3,456	–	–	0.33%	37
2025 Q2	$642K	Sell	3,456 -34	-1%	-$6.32K	0.3%	38
2025 Q1	$731K	Buy	3,490 +34	+1%	+$6.61K	0.36%	36
2024 Q4	$614K	Buy	+3,456	New	+$635K	0.29%	40

Other funds holding ABBV

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Bernard Wealth Management's ABBV Position: Q2 2026 in Review

Bernard Wealth Management held its AbbVie (ABBV) position steady in Q2 2026 at 3,456 shares worth $870K. The position accounts for 0.32% of the portfolio, ranked #36.

Bernard Wealth Management first reported a position in ABBV in Q4 2024 and has held it in 7 quarters since. 4,195 funds tracked by Wall St. Rank hold ABBV as of Q2 2026.

Bernard Wealth Management held 3,456 shares of AbbVie worth $870K as of Q2 2026.
Bernard Wealth Management left its AbbVie share count unchanged in Q2 2026.
AbbVie made up 0.32% of Bernard Wealth Management's portfolio in Q2 2026, its #36 holding.
Bernard Wealth Management first reported a position in AbbVie in Q4 2024 and has held it in 7 quarters since.
4,195 funds tracked by Wall St. Rank held AbbVie as of Q2 2026.

Based on Bernard Wealth Management's 13F filing for Q2 2026, filed 21 Aug 2026.