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Bright Financial Advisors’s AbbVie ABBV Stock Holding History

Bright Financial Advisors’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 		$294K Sell
1,354
-16
-1% -$3.55K 0.13% 50
2025
Q4 		$313K Sell
1,370
-100
-7% -$22.8K 0.15% 48
2025
Q3 		$340K Buy
1,470
+183
+14% +$37.3K 0.17% 45
2025
Q2 		$239K Sell
1,287
-20
-2% -$3.72K 0.13% 51
2025
Q1 		$274K Buy
1,307
+20
+2% +$3.89K 0.17% 47
2024
Q4 		$229K Buy
1,287
+247
+24% +$45.4K 0.14% 49
2024
Q3 		$205K Buy
+1,040
New +$194K 0.13% 51

Other funds holding ABBV

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
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
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
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
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Bright Financial Advisors's ABBV Position: Q1 2026 in Review

Bright Financial Advisors reduced its AbbVie (ABBV) stake by 1.2% in Q1 2026, selling an estimated $3.55K and leaving 1,354 shares worth $294K. The position accounts for 0.13% of the portfolio, ranked #50.

Bright Financial Advisors first reported a position in ABBV in Q3 2024 and has held it in 7 quarters since. The position peaked at $340K in Q3 2025. 4,080 funds tracked by Wall St. Rank hold ABBV as of Q1 2026.

  • Bright Financial Advisors held 1,354 shares of AbbVie worth $294K as of Q1 2026.
  • Bright Financial Advisors sold 16 AbbVie shares in Q1 2026, an estimated $3.55K.
  • AbbVie made up 0.13% of Bright Financial Advisors's portfolio in Q1 2026, its #50 holding.
  • Bright Financial Advisors first reported a position in AbbVie in Q3 2024 and has held it in 7 quarters since.
  • Bright Financial Advisors's AbbVie position peaked at $340K in Q3 2025.
  • 4,080 funds tracked by Wall St. Rank held AbbVie as of Q1 2026.

Based on Bright Financial Advisors's 13F filing for Q1 2026, filed 14 May 2026.