Birch Financial Group
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Birch Financial Group’s AbbVie ABBV Stock Holding History

Birch Financial 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
Q3 		$998K Sell
3,816
-129
-3% -$33.1K 0.47% 40
2026
Q2 		$993K Buy
3,945
+106
+3% +$22.8K 0.51% 45
2026
Q1 		$835K Buy
3,839
+82
+2% +$18.2K 0.49% 46
2025
Q4 		$858K Sell
3,757
-15
-0.4% -$3.42K 0.49% 46
2025
Q3 		$873K Buy
3,772
+1,419
+60% +$289K 0.51% 46
2025
Q2 		$437K Buy
2,353
+265
+13% +$49.2K 0.35% 67
2025
Q1 		$438K Buy
2,088
+594
+40% +$115K 0.39% 57
2024
Q4 		$265K Buy
+1,494
New +$275K 0.3% 73

Other funds holding ABBV

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return

Birch Financial Group's ABBV Position: Q3 2026 in Review

Birch Financial Group reduced its AbbVie (ABBV) stake by 3.3% in Q3 2026, selling an estimated $33.1K and leaving 3,816 shares worth $998K. The position accounts for 0.47% of the portfolio, ranked #40.

Birch Financial Group first reported a position in ABBV in Q4 2024 and has held it in 8 quarters since. 2,709 funds tracked by Wall St. Rank hold ABBV as of Q3 2026.

  • Birch Financial Group held 3,816 shares of AbbVie worth $998K as of Q3 2026.
  • Birch Financial Group sold 129 AbbVie shares in Q3 2026, an estimated $33.1K.
  • AbbVie made up 0.47% of Birch Financial Group's portfolio in Q3 2026, its #40 holding.
  • Birch Financial Group first reported a position in AbbVie in Q4 2024 and has held it in 8 quarters since.
  • 2,709 funds tracked by Wall St. Rank held AbbVie as of Q3 2026.

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