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Brass Tax Wealth Management’s AbbVie ABBV Stock Holding History

Brass Tax 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
2025
Q3 		$778K Buy
3,360
+55
+2% +$11.2K 0.13% 84
2025
Q2 		$613K Buy
3,305
+238
+8% +$44.2K 0.12% 93
2025
Q1 		$643K Buy
3,067
+4
+0.1% +$778 0.14% 83
2024
Q4 		$544K Buy
3,063
+15
+0.5% +$2.76K 0.11% 90
2024
Q3 		$602K Sell
3,048
-6,033
-66% -$1.13M 0.13% 81
2024
Q2 		$1.56M Buy
9,081
+7,252
+397% +$1.2M 0.31% 48
2024
Q1 		$333K Buy
+1,829
New +$315K 0.17% 75

Other funds holding ABBV

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Brass Tax Wealth Management's ABBV Position: Q3 2025 in Review

Brass Tax Wealth Management increased its AbbVie (ABBV) stake by 1.7% in Q3 2025, buying an estimated $11.2K and bringing the position to 3,360 shares worth $778K. The position accounts for 0.13% of the portfolio, ranked #84.

Brass Tax Wealth Management first reported a position in ABBV in Q1 2024 and has held it in 7 quarters since. The position peaked at $1.56M in Q2 2024. 3,916 funds tracked by Wall St. Rank hold ABBV as of Q3 2025.

  • Brass Tax Wealth Management held 3,360 shares of AbbVie worth $778K as of Q3 2025.
  • Brass Tax Wealth Management bought 55 AbbVie shares in Q3 2025, an estimated $11.2K.
  • AbbVie made up 0.13% of Brass Tax Wealth Management's portfolio in Q3 2025, its #84 holding.
  • Brass Tax Wealth Management first reported a position in AbbVie in Q1 2024 and has held it in 7 quarters since.
  • Brass Tax Wealth Management's AbbVie position peaked at $1.56M in Q2 2024.
  • 3,916 funds tracked by Wall St. Rank held AbbVie as of Q3 2025.

Based on Brass Tax Wealth Management's 13F filing for Q3 2025, filed 14 Nov 2025.