Blue Bell Private Wealth Management’s AbbVie ABBV Stock Holding History

Blue Bell Private 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	$205K	Buy	940 +530	+129%	+$118K	0.03%	266
2025 Q4	$93.6K	Buy	410 +117	+40%	+$26.7K	0.01%	337
2025 Q3	$67.8K	Sell	293 -234	-44%	-$47.7K	0.01%	365
2025 Q2	$97.8K	Buy	527 +303	+135%	+$56.3K	0.02%	309
2025 Q1	$46.8K	Buy	224 +1	+0.4%	+$194	0.01%	384
2024 Q4	$39.5K	Buy	223 +52	+30%	+$9.56K	0.01%	385
2024 Q3	$33.8K	Sell	171 -26	-13%	-$4.85K	0.01%	408
2024 Q2	$33.9K	Sell	197 -95	-33%	-$15.7K	0.01%	403
2024 Q1	$53.2K	Buy	292 +5	+2%	+$862	0.01%	345
2023 Q4	$44.5K	Buy	287 +1	+0.3%	+$146	0.01%	338
2023 Q3	$42.6K	Buy	286 +81	+40%	+$11.9K	0.01%	277
2023 Q2	$27.6K	Buy	205 +1	+0.5%	+$147	0.01%	321
2023 Q1	$32.5K	Buy	204 +1	+0.5%	+$153	0.01%	266
2022 Q4	$32.8K	Buy	203 +1	+0.5%	+$153	0.01%	254
2022 Q3	$27K	Buy	202 +35	+21%	+$5.02K	0.01%	265
2022 Q2	$26K	Buy	167 +10	+6%	+$1.53K	0.01%	278
2022 Q1	$25K	Buy	157 +1	+0.6%	+$145	0.01%	293
2021 Q4	$21K	Buy	+156	New	+$18.4K	0.01%	298
2016 Q4	–	Sell	-255	Closed	-$17K	–	269
2016 Q3	$17K	Hold	255	–	–	0.01%	305
2016 Q2	$16K	Hold	255	–	–	0.01%	312
2016 Q1	$15K	Sell	255 -265	-51%	-$14.8K	0.01%	321
2015 Q4	$31K	Hold	520	–	–	0.02%	259
2015 Q3	$28K	Hold	520	–	–	0.02%	273
2015 Q2	$35K	Hold	520	–	–	0.02%	257
2015 Q1	$30K	Hold	520	–	–	0.02%	266
2014 Q4	$34K	Hold	520	–	–	0.02%	263
2014 Q3	$30K	Hold	520	–	–	0.02%	295
2014 Q2	$29K	Hold	520	–	–	0.02%	281
2014 Q1	$27K	Hold	520	–	–	0.02%	259
2013 Q4	$27K	Buy	+520	New	+$25.6K	0.02%	268

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

Blue Bell Private Wealth Management's ABBV Position: Q1 2026 in Review

Blue Bell Private Wealth Management increased its AbbVie (ABBV) stake by 129% in Q1 2026, buying an estimated $118K and bringing the position to 940 shares worth $205K. The position accounts for 0.03% of the portfolio, ranked #266.

Blue Bell Private Wealth Management first reported a position in ABBV in Q4 2013 and has held it in 30 quarters since. 4,080 funds tracked by Wall St. Rank hold ABBV as of Q1 2026.

Blue Bell Private Wealth Management held 940 shares of AbbVie worth $205K as of Q1 2026.
Blue Bell Private Wealth Management bought 530 AbbVie shares in Q1 2026, an estimated $118K.
AbbVie made up 0.03% of Blue Bell Private Wealth Management's portfolio in Q1 2026, its #266 holding.
Blue Bell Private Wealth Management first reported a position in AbbVie in Q4 2013 and has held it in 30 quarters since.
4,080 funds tracked by Wall St. Rank held AbbVie as of Q1 2026.

Based on Blue Bell Private Wealth Management's 13F filing for Q1 2026, filed 11 May 2026.