BlackDiamond Wealth Management’s AbbVie ABBV Stock Holding History

BlackDiamond 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 Q1	$1.1M	Buy	5,043 +65	+1%	+$14.4K	0.53%	48
2025 Q4	$1.11M	Buy	4,978 +2,820	+131%	+$642K	0.54%	49
2025 Q3	$500K	Buy	2,158 +47	+2%	+$9.57K	0.27%	74
2025 Q2	$401K	Buy	2,111 +228	+12%	+$42.4K	0.23%	83
2025 Q1	$348K	Sell	1,883 -394	-17%	-$76.6K	0.23%	81
2024 Q4	$405K	Buy	2,277 +109	+5%	+$20K	0.23%	94
2024 Q3	$371K	Buy	2,168 +228	+12%	+$42.6K	0.22%	101
2024 Q2	$369K	Buy	1,940 +413	+27%	+$68.4K	0.24%	91
2024 Q1	$278K	Sell	1,527 -24	-2%	-$4.14K	0.2%	114
2023 Q4	$266K	Buy	+1,551	New	+$226K	0.2%	110
2023 Q2	–	Sell	-1,287	Closed	-$212K	–	129
2023 Q1	$212K	Buy	1,287 +20	+2%	+$3.06K	0.22%	104
2022 Q4	$202K	Buy	+1,267	New	+$194K	0.23%	108

Other funds holding ABBV

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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 Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

BlackDiamond Wealth Management's ABBV Position: Q1 2026 in Review

BlackDiamond Wealth Management increased its AbbVie (ABBV) stake by 1.3% in Q1 2026, buying an estimated $14.4K and bringing the position to 5,043 shares worth $1.1M. The position accounts for 0.53% of the portfolio, ranked #48.

BlackDiamond Wealth Management first reported a position in ABBV in Q4 2022 and has held it in 12 quarters since. The position peaked at $1.11M in Q4 2025. 4,077 funds tracked by Wall St. Rank hold ABBV as of Q1 2026.

BlackDiamond Wealth Management held 5,043 shares of AbbVie worth $1.1M as of Q1 2026.
BlackDiamond Wealth Management bought 65 AbbVie shares in Q1 2026, an estimated $14.4K.
AbbVie made up 0.53% of BlackDiamond Wealth Management's portfolio in Q1 2026, its #48 holding.
BlackDiamond Wealth Management first reported a position in AbbVie in Q4 2022 and has held it in 12 quarters since.
BlackDiamond Wealth Management's AbbVie position peaked at $1.11M in Q4 2025.
4,077 funds tracked by Wall St. Rank held AbbVie as of Q1 2026.

Based on BlackDiamond Wealth Management's 13F filing for Q1 2026, filed 12 May 2026.