Burkett Financial Services’s AbbVie ABBV Stock Holding History

Burkett Financial Services’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 Q3	$37.7K	Sell	144 -84	-37%	-$21.5K	0.01%	183
2026 Q2	$57.5K	Buy	228 +2	+0.9%	+$430	0.02%	89
2026 Q1	$49.3K	Buy	226 +1	+0.4%	+$222	0.02%	100
2025 Q4	$51.4K	Buy	225 +2	+0.9%	+$456	0.02%	95
2025 Q3	$51.7K	Buy	223 +1	+0.5%	+$204	0.02%	92
2025 Q2	$41.1K	Buy	222 +2	+0.9%	+$372	0.01%	101
2025 Q1	$46K	Buy	220 +2	+0.9%	+$389	0.02%	94
2024 Q4	$38.7K	Buy	218 +2	+0.9%	+$368	0.02%	99
2024 Q3	$42.6K	Buy	216 +82	+61%	+$15.3K	0.02%	86
2024 Q2	$23K	Buy	134 +1	+0.8%	+$166	0.01%	110
2024 Q1	$24.2K	Buy	133 +1	+0.8%	+$172	0.01%	112
2023 Q4	$20.4K	Buy	+132	New	+$19.2K	0.01%	114

Other funds holding ABBV

HCM

Hamlin Capital Management New York $4.04B AUM 11.59% 1-Year Est. Return

FWCM

Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return

MSV

MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return

AIM

Artemis Investment Management Edinburgh, United Kingdom $11.5B AUM 61.77% 1-Year Est. Return

Eastern Bank Boston, Massachusetts $6.58B AUM 23.57% 1-Year Est. Return

Sapient Capital Indianapolis, Indiana $7.44B AUM 23.27% 1-Year Est. Return

Atwood & Palmer Kansas City, Missouri $1.95B AUM 16% 1-Year Est. Return

IWA

Inspirion Wealth Advisors Libertyville, Illinois $880M AUM 10.53% 1-Year Est. Return

MPWT

MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Burkett Financial Services's ABBV Position: Q3 2026 in Review

Burkett Financial Services reduced its AbbVie (ABBV) stake by 37% in Q3 2026, selling an estimated $21.5K and leaving 144 shares worth $37.7K. The position accounts for 0.01% of the portfolio, ranked #183.

Burkett Financial Services first reported a position in ABBV in Q4 2023 and has held it in 12 quarters since. The position peaked at $57.5K in Q2 2026. 246 funds tracked by Wall St. Rank hold ABBV as of Q3 2026.

Burkett Financial Services held 144 shares of AbbVie worth $37.7K as of Q3 2026.
Burkett Financial Services sold 84 AbbVie shares in Q3 2026, an estimated $21.5K.
AbbVie made up 0.01% of Burkett Financial Services's portfolio in Q3 2026, its #183 holding.
Burkett Financial Services first reported a position in AbbVie in Q4 2023 and has held it in 12 quarters since.
Burkett Financial Services's AbbVie position peaked at $57.5K in Q2 2026.
246 funds tracked by Wall St. Rank held AbbVie as of Q3 2026.

Based on Burkett Financial Services's 13F filing for Q3 2026, filed 1 Oct 2026.