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BKM Wealth Management’s AbbVie ABBV Stock Holding History

BKM 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 		$297K Hold
1,180
– – 0.11% 127
2026
Q1 		$257K Sell
1,180
-268
-19% -$59.4K 0.09% 134
2025
Q4 		$331K Hold
1,448
– – 0.12% 119
2025
Q3 		$335K Hold
1,448
– – 0.12% 121
2025
Q2 		$269K Sell
1,448
-1
-0.1% -$186 0.11% 134
2025
Q1 		$304K Sell
1,449
-366
-20% -$71.2K 0.13% 127
2024
Q4 		$323K Buy
1,815
+306
+20% +$56.3K 0.13% 128
2024
Q3 		$298K Buy
+1,509
New +$282K 0.12% 133
2024
Q2 		– Sell
-1,754
Closed -$319K – 140
2024
Q1 		$319K Buy
1,754
+246
+16% +$42.4K 0.14% 129
2023
Q4 		$234K Buy
+1,508
New +$220K 0.1% 146

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

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

BKM Wealth Management held its AbbVie (ABBV) position steady in Q2 2026 at 1,180 shares worth $297K. The position accounts for 0.11% of the portfolio, ranked #127.

BKM Wealth Management first reported a position in ABBV in Q4 2023 and has held it in 10 quarters since. The position peaked at $335K in Q3 2025. 4,226 funds tracked by Wall St. Rank hold ABBV as of Q2 2026.

  • BKM Wealth Management held 1,180 shares of AbbVie worth $297K as of Q2 2026.
  • BKM Wealth Management left its AbbVie share count unchanged in Q2 2026.
  • AbbVie made up 0.11% of BKM Wealth Management's portfolio in Q2 2026, its #127 holding.
  • BKM Wealth Management first reported a position in AbbVie in Q4 2023 and has held it in 10 quarters since.
  • BKM Wealth Management's AbbVie position peaked at $335K in Q3 2025.
  • 4,226 funds tracked by Wall St. Rank held AbbVie as of Q2 2026.

Based on BKM Wealth Management's 13F filing for Q2 2026, filed 29 Jul 2026.