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BigSur Wealth Management’s AbbVie ABBV Stock Holding History

BigSur 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 		$481K Hold
1,911
– – 0.12% 126
2026
Q1 		$416K Sell
1,911
-1,438
-43% -$319K 0.12% 129
2025
Q4 		$765K Hold
3,349
– – 0.19% 100
2025
Q3 		$775K Hold
3,349
– – 0.19% 96
2025
Q2 		$622K Sell
3,349
-3
-0.1% -$558 0.16% 108
2025
Q1 		$702K Buy
3,352
+51
+2% +$9.91K 0.19% 100
2024
Q4 		$587K Hold
3,301
– – 0.17% 108
2024
Q3 		$652K Hold
3,301
– – 0.18% 101
2024
Q2 		$566K Sell
3,301
-271
-8% -$44.9K 0.17% 104
2024
Q1 		$650K Sell
3,572
-4,212
-54% -$726K 0.2% 96
2023
Q4 		$1.21M Sell
7,784
-775
-9% -$113K 0.57% 45
2023
Q3 		$1.28M Sell
8,559
-650
-7% -$95.4K 0.64% 44
2023
Q2 		$1.24M Sell
9,209
-1,051
-10% -$154K 0.59% 49
2023
Q1 		$1.64M Buy
10,260
+2,000
+24% +$306K 0.77% 39
2022
Q4 		$1.33M Sell
8,260
-3,238
-28% -$496K 0.64% 44
2022
Q3 		$1.54M Sell
11,498
-843
-7% -$121K 0.78% 37
2022
Q2 		$1.89M Buy
12,341
+441
+4% +$67.4K 0.89% 34
2022
Q1 		$1.93M Buy
11,900
+700
+6% +$102K 0.75% 39
2021
Q4 		$1.52M Hold
11,200
– – 0.59% 48
2021
Q3 		$1.21M Hold
11,200
– – 0.54% 49
2021
Q2 		$1.26M Buy
11,200
+9,200
+460% +$1.04M 0.57% 46
2021
Q1 		$216K Hold
2,000
– – 0.11% 105
2020
Q4 		$214K Buy
+2,000
New +$192K 0.12% 95
2019
Q1 		– Sell
-2,400
Closed -$221K – 107
2018
Q4 		$221K Hold
2,400
– – 0.16% 87
2018
Q3 		$227K Hold
2,400
– – 0.14% 95
2018
Q2 		$222K Hold
2,400
– – 0.16% 92
2018
Q1 		$227K Hold
2,400
– – 0.16% 99
2017
Q4 		$232K Hold
2,400
– – 0.23% 82
2017
Q3 		$213K Buy
+2,400
New +$183K 0.21% 87

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

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

BigSur Wealth Management held its AbbVie (ABBV) position steady in Q2 2026 at 1,911 shares worth $481K. The position accounts for 0.12% of the portfolio, ranked #126.

BigSur Wealth Management first reported a position in ABBV in Q3 2017 and has held it in 29 quarters since. The position peaked at $1.93M in Q1 2022. 4,193 funds tracked by Wall St. Rank hold ABBV as of Q2 2026.

  • BigSur Wealth Management held 1,911 shares of AbbVie worth $481K as of Q2 2026.
  • BigSur Wealth Management left its AbbVie share count unchanged in Q2 2026.
  • AbbVie made up 0.12% of BigSur Wealth Management's portfolio in Q2 2026, its #126 holding.
  • BigSur Wealth Management first reported a position in AbbVie in Q3 2017 and has held it in 29 quarters since.
  • BigSur Wealth Management's AbbVie position peaked at $1.93M in Q1 2022.
  • 4,193 funds tracked by Wall St. Rank held AbbVie as of Q2 2026.

Based on BigSur Wealth Management's 13F filing for Q2 2026, filed 14 Jul 2026.