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 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

LMFP

Larry Mathis Financial Planning Phoenix, Arizona $124B AUM

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

ATO

Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

HCM

Hamlin Capital Management New York $4.45B AUM 22.95% 1-Year Est. Return

AAMU

AEGON Asset Management (UK) Edinburgh, United Kingdom $9.38B AUM 48.94% 1-Year Est. Return

FWCM

Ferguson Wellman Capital Management Portland, Oregon $8.19B AUM 30.56% 1-Year Est. Return

Burkett Financial Services's ABBV Position: Q2 2026 in Review

Burkett Financial Services increased its AbbVie (ABBV) stake by 0.88% in Q2 2026, buying an estimated $430 and bringing the position to 228 shares worth $57.5K. The position accounts for 0.02% of the portfolio, ranked #89.

Burkett Financial Services first reported a position in ABBV in Q4 2023 and has held it in 11 quarters since. 1,428 funds tracked by Wall St. Rank hold ABBV as of Q2 2026.

Burkett Financial Services held 228 shares of AbbVie worth $57.5K as of Q2 2026.
Burkett Financial Services bought 2 AbbVie shares in Q2 2026, an estimated $430.
AbbVie made up 0.02% of Burkett Financial Services's portfolio in Q2 2026, its #89 holding.
Burkett Financial Services first reported a position in AbbVie in Q4 2023 and has held it in 11 quarters since.
1,428 funds tracked by Wall St. Rank held AbbVie as of Q2 2026.

Based on Burkett Financial Services's 13F filing for Q2 2026, filed 2 Jul 2026.