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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
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 $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

Berry Wealth Group's ABBV Position: Q1 2026 in Review

Berry Wealth Group reduced its AbbVie (ABBV) stake by 15% in Q1 2026, selling an estimated $42.8K and leaving 1,105 shares worth $240K. The position accounts for 0.9% of the portfolio, ranked #24.

Berry Wealth Group first reported a position in ABBV in Q1 2024 and has held it in 9 quarters since. The position peaked at $3.12M in Q2 2025. 4,076 funds tracked by Wall St. Rank hold ABBV as of Q1 2026.

  • Berry Wealth Group held 1,105 shares of AbbVie worth $240K as of Q1 2026.
  • Berry Wealth Group sold 193 AbbVie shares in Q1 2026, an estimated $42.8K.
  • AbbVie made up 0.9% of Berry Wealth Group's portfolio in Q1 2026, its #24 holding.
  • Berry Wealth Group first reported a position in AbbVie in Q1 2024 and has held it in 9 quarters since.
  • Berry Wealth Group's AbbVie position peaked at $3.12M in Q2 2025.
  • 4,076 funds tracked by Wall St. Rank held AbbVie as of Q1 2026.

Based on Berry Wealth Group's 13F filing for Q1 2026, filed 22 Apr 2026.