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Briaud Financial Planning’s AbbVie ABBV Stock Holding History

Briaud Financial Planning’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
Q4 		– Sell
-937
Closed -$217K – 38
2025
Q3 		$217K Sell
937
-62
-6% -$12.6K 0.07% 33
2025
Q2 		$185K Buy
999
+62
+7% +$11.5K 0.07% 40
2025
Q1 		$196K Hold
937
– – 0.08% 33
2024
Q4 		$166K Sell
937
-100
-10% -$18.4K 0.07% 36
2024
Q3 		$204K Hold
1,037
– – 0.11% 25
2024
Q2 		$177K Hold
1,037
– – 0.1% 23
2024
Q1 		$189K Buy
+1,037
New +$179K 0.11% 23
2023
Q4 		– Sell
-1,078
Closed -$160K – 11
2023
Q3 		$160K Buy
+1,078
New +$158K 0.13% 25
2023
Q1 		– Sell
-1,634
Closed -$264K – 21
2022
Q4 		$264K Sell
1,634
-185
-10% -$28.4K 0.21% 17
2022
Q3 		$268K Buy
1,819
+185
+11% +$26.5K 0.24% 22
2022
Q2 		$250K Hold
1,634
– – 0.16% 21
2022
Q1 		$264K Hold
1,634
– – 0.15% 21
2021
Q4 		$221K Buy
+1,634
New +$193K 0.12% 24
2021
Q2 		– Sell
-2,125
Closed -$230K – 21
2021
Q1 		$230K Buy
2,125
+2,018
+1,886% +$216K 0.17% 20
2020
Q4 		$227 Buy
+107
New +$10.3K 0.15% 15
2020
Q3 		– Sell
-2,125
Closed -$208K – 19
2020
Q2 		$208K Buy
+2,125
New +$187K 0.16% 18

Other funds holding ABBV

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Briaud Financial Planning's ABBV Position: Q4 2025 in Review

Briaud Financial Planning sold out of AbbVie (ABBV) in Q4 2025, closing a stake of 937 shares — an estimated $217K sold.

Briaud Financial Planning first reported a position in ABBV in Q2 2020 and held it in 16 quarters. The position peaked at $268K in Q3 2022. 4,145 funds tracked by Wall St. Rank hold ABBV as of Q4 2025.

  • Briaud Financial Planning reported no remaining AbbVie position as of Q4 2025 after selling out during the quarter.
  • Briaud Financial Planning sold 937 AbbVie shares in Q4 2025, an estimated $217K.
  • Briaud Financial Planning first reported a position in AbbVie in Q2 2020 and held it in 16 quarters.
  • Briaud Financial Planning's AbbVie position peaked at $268K in Q3 2022.
  • 4,145 funds tracked by Wall St. Rank held AbbVie as of Q4 2025.

Based on Briaud Financial Planning's 13F filing for Q4 2025, filed 28 Jan 2026.