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Berry Wealth Group’s AbbVie ABBV Stock Holding History

Berry Wealth 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
Q2 		$222K Sell
881
-224
-20% -$48.2K 0.71% 30
2026
Q1 		$240K Sell
1,105
-193
-15% -$42.8K 0.9% 24
2025
Q4 		$297K Sell
1,298
-209
-14% -$47.6K 1.04% 21
2025
Q3 		$349K Sell
1,507
-15,297
-91% -$3.12M 1.14% 21
2025
Q2 		$3.12M Buy
16,804
+13,903
+479% +$2.58M 2.18% 12
2025
Q1 		$608K Buy
2,901
+773
+36% +$150K 0.48% 39
2024
Q4 		$378K Sell
2,128
-320
-13% -$58.8K 0.27% 45
2024
Q3 		$483K Buy
2,448
+64
+3% +$11.9K 0.35% 41
2024
Q2 		$409K Buy
2,384
+356
+18% +$59K 0.33% 42
2024
Q1 		$369K Buy
+2,028
New +$350K 0.31% 42

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

Berry Wealth Group's ABBV Position: Q2 2026 in Review

Berry Wealth Group reduced its AbbVie (ABBV) stake by 20% in Q2 2026, selling an estimated $48.2K and leaving 881 shares worth $222K. The position accounts for 0.71% of the portfolio, ranked #30.

Berry Wealth Group first reported a position in ABBV in Q1 2024 and has held it in 10 quarters since. The position peaked at $3.12M in Q2 2025. 4,215 funds tracked by Wall St. Rank hold ABBV as of Q2 2026.

  • Berry Wealth Group held 881 shares of AbbVie worth $222K as of Q2 2026.
  • Berry Wealth Group sold 224 AbbVie shares in Q2 2026, an estimated $48.2K.
  • AbbVie made up 0.71% of Berry Wealth Group's portfolio in Q2 2026, its #30 holding.
  • Berry Wealth Group first reported a position in AbbVie in Q1 2024 and has held it in 10 quarters since.
  • Berry Wealth Group's AbbVie position peaked at $3.12M in Q2 2025.
  • 4,215 funds tracked by Wall St. Rank held AbbVie as of Q2 2026.

Based on Berry Wealth Group's 13F filing for Q2 2026, filed 12 Aug 2026.