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Bernardo Wealth Planning’s AbbVie ABBV Stock Holding History

Bernardo Wealth Planning’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 		$439K Buy
1,746
+214
+14% +$46K 0.08% 85
2026
Q1 		$333K Sell
1,532
-415
-21% -$92.1K 0.07% 92
2025
Q4 		$445K Buy
1,947
+24
+1% +$5.47K 0.08% 79
2025
Q3 		$445K Buy
1,923
+14
+0.7% +$2.85K 0.09% 76
2025
Q2 		$354K Buy
1,909
+53
+3% +$9.85K 0.08% 84
2025
Q1 		$389K Buy
1,856
+113
+6% +$22K 0.09% 75
2024
Q4 		$305K Buy
1,743
+19
+1% +$3.49K 0.07% 86
2024
Q3 		$325K Buy
1,724
+190
+12% +$35.5K 0.08% 85
2024
Q2 		$263K Sell
1,534
-95
-6% -$15.7K 0.07% 84
2024
Q1 		$297K Buy
1,629
+39
+2% +$6.72K 0.08% 82
2023
Q4 		$246K Sell
1,590
-197
-11% -$28.7K 0.08% 78
2023
Q3 		$266K Buy
1,787
+17
+1% +$2.5K 0.11% 69
2023
Q2 		$239K Sell
1,770
-57
-3% -$8.36K 0.1% 73
2023
Q1 		$291K Buy
1,827
+57
+3% +$8.71K 0.13% 71
2022
Q4 		$286K Buy
1,770
+170
+11% +$26.1K 0.13% 69
2022
Q3 		$235K Buy
1,600
+184
+13% +$26.4K 0.13% 72
2022
Q2 		$216K Sell
1,416
-187
-12% -$28.6K 0.12% 76
2022
Q1 		$259K Buy
+1,603
New +$233K 0.13% 74
2021
Q1 		– Sell
-5,767
Closed -$618K – 77
2020
Q4 		$618K Buy
5,767
+174
+3% +$16.7K 0.24% 84
2020
Q3 		$489K Buy
5,593
+485
+9% +$45.7K 0.22% 85
2020
Q2 		$501K Buy
5,108
+621
+14% +$54.7K 0.27% 71
2020
Q1 		$341K Buy
4,487
+362
+9% +$30.8K 0.24% 100
2019
Q4 		$365K Hold
4,125
– – 0.22% 108
2019
Q3 		$312K Sell
4,125
-338
-8% -$23.2K 0.23% 113
2019
Q2 		$325K Sell
4,463
-36
-0.8% -$2.83K 0.25% 106
2019
Q1 		$363K Buy
4,499
+54
+1% +$4.42K 0.29% 93
2018
Q4 		$410K Buy
+4,445
New +$391K 0.36% 69

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

Bernardo Wealth Planning's ABBV Position: Q2 2026 in Review

Bernardo Wealth Planning increased its AbbVie (ABBV) stake by 14% in Q2 2026, buying an estimated $46K and bringing the position to 1,746 shares worth $439K. The position accounts for 0.08% of the portfolio, ranked #85.

Bernardo Wealth Planning first reported a position in ABBV in Q4 2018 and has held it in 27 quarters since. The position peaked at $618K in Q4 2020. 4,216 funds tracked by Wall St. Rank hold ABBV as of Q2 2026.

  • Bernardo Wealth Planning held 1,746 shares of AbbVie worth $439K as of Q2 2026.
  • Bernardo Wealth Planning bought 214 AbbVie shares in Q2 2026, an estimated $46K.
  • AbbVie made up 0.08% of Bernardo Wealth Planning's portfolio in Q2 2026, its #85 holding.
  • Bernardo Wealth Planning first reported a position in AbbVie in Q4 2018 and has held it in 27 quarters since.
  • Bernardo Wealth Planning's AbbVie position peaked at $618K in Q4 2020.
  • 4,216 funds tracked by Wall St. Rank held AbbVie as of Q2 2026.

Based on Bernardo Wealth Planning's 13F filing for Q2 2026, filed 27 Jul 2026.