Birch Capital Management’s AbbVie ABBV Stock Holding History

Birch Capital 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 Q3	$1.32M	Buy	5,039 +773	+18%	+$198K	0.62%	34
2026 Q2	$1.07M	Sell	4,266 -348	-8%	-$74.9K	0.52%	42
2026 Q1	$1M	Sell	4,614 -808	-15%	-$179K	0.53%	40
2025 Q4	$1.24M	Sell	5,422 -18	-0.3%	-$4.1K	0.62%	36
2025 Q3	$1.26M	Sell	5,440 -4,540	-45%	-$925K	0.64%	38
2025 Q2	$1.85M	Hold	9,980	–	–	0.95%	28
2025 Q1	$2.09M	Sell	9,980 -160	-2%	-$31.1K	1.09%	29
2024 Q4	$1.8M	Sell	10,140 -7	-0.1%	-$1.29K	0.91%	31
2024 Q3	$2M	Sell	10,147 -502	-5%	-$93.7K	0.98%	32
2024 Q2	$1.83M	Hold	10,649	–	–	0.95%	35
2024 Q1	$1.94M	Sell	10,649 -1,939	-15%	-$334K	1.01%	32
2023 Q4	$1.95M	Sell	12,588 -356	-3%	-$51.9K	1.12%	27
2023 Q3	$1.93M	Hold	12,944	–	–	1.22%	25
2023 Q2	$1.74M	Hold	12,944	–	–	1.06%	30
2023 Q1	$2.06M	Hold	12,944	–	–	1.33%	25
2022 Q4	$2.09M	Hold	12,944	–	–	1.44%	23
2022 Q3	$1.74M	Hold	12,944	–	–	1.31%	24
2022 Q2	$1.98M	Hold	12,944	–	–	1.42%	26
2022 Q1	$2.1M	Hold	12,944	–	–	1.29%	28
2021 Q4	$1.75M	Sell	12,944 -748	-5%	-$88.4K	1.05%	27
2021 Q3	$1.48M	Sell	13,692 -447	-3%	-$51.1K	1%	29
2021 Q2	$1.59M	Hold	14,139	–	–	1.08%	31
2021 Q1	$1.53M	Sell	14,139 -991	-7%	-$106K	1.13%	31
2020 Q4	$1.62M	Hold	15,130	–	–	1.24%	28
2020 Q3	$1.32M	Sell	15,130 -748	-5%	-$70.4K	1.15%	30
2020 Q2	$1.56M	Sell	15,878 -2,113	-12%	-$186K	1.46%	24
2020 Q1	$1.37M	Sell	17,991 -1,540	-8%	-$131K	1.58%	24
2019 Q4	$1.73M	Buy	+19,531	New	+$1.62M	1.69%	24

Other funds holding ABBV

State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $704B AUM 26.74% 1-Year Est. Return

Franklin Resources San Mateo, California $474B AUM 32.39% 1-Year Est. Return

Capital World Investors Los Angeles, California $824B AUM 37.44% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

Capital International Investors Los Angeles, California $483B AUM 27.72% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Birch Capital Management's ABBV Position: Q3 2026 in Review

Birch Capital Management increased its AbbVie (ABBV) stake by 18% in Q3 2026, buying an estimated $198K and bringing the position to 5,039 shares worth $1.32M. The position accounts for 0.62% of the portfolio, ranked #34.

Birch Capital Management first reported a position in ABBV in Q4 2019 and has held it in 28 quarters since. The position peaked at $2.1M in Q1 2022. 3,542 funds tracked by Wall St. Rank hold ABBV as of Q3 2026.

Birch Capital Management held 5,039 shares of AbbVie worth $1.32M as of Q3 2026.
Birch Capital Management bought 773 AbbVie shares in Q3 2026, an estimated $198K.
AbbVie made up 0.62% of Birch Capital Management's portfolio in Q3 2026, its #34 holding.
Birch Capital Management first reported a position in AbbVie in Q4 2019 and has held it in 28 quarters since.
Birch Capital Management's AbbVie position peaked at $2.1M in Q1 2022.
3,542 funds tracked by Wall St. Rank held AbbVie as of Q3 2026.

Based on Birch Capital Management's 13F filing for Q3 2026, filed 27 Oct 2026.