Campbell Wealth Management’s AbbVie ABBV Stock Holding History

Campbell 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
2024 Q4	$637K	Buy	3,583 +1,770	+98%	+$325K	0.06%	38
2024 Q3	$358K	Sell	1,813 -2,105	-54%	-$393K	0.03%	45
2024 Q2	$672K	Hold	3,918	–	–	0.22%	15
2024 Q1	$713K	Buy	3,918 +177	+5%	+$30.5K	0.07%	33
2023 Q4	$580K	Buy	+3,741	New	+$545K	0.07%	27
2023 Q1	–	Sell	-2,462	Closed	-$398K	–	74
2022 Q4	$398K	Sell	2,462 -224	-8%	-$34.3K	0.06%	39
2022 Q3	$360K	Hold	2,686	–	–	0.05%	43
2022 Q2	$411K	Buy	2,686 +72	+3%	+$11K	0.06%	30
2022 Q1	$424K	Hold	2,614	–	–	0.05%	36
2021 Q4	$354K	Buy	2,614 +147	+6%	+$17.4K	0.04%	47
2021 Q3	$266K	Sell	2,467 -5	-0.2%	-$571	0.04%	53
2021 Q2	$278K	Buy	+2,472	New	+$278K	0.04%	50
2020 Q3	–	Sell	-739	Closed	-$73K	–	62
2020 Q2	$73K	Buy	+739	New	+$65.1K	0.01%	117
2019 Q1	–	Sell	-2,209	Closed	-$204K	–	58
2018 Q4	$204K	Buy	+2,209	New	+$194K	0.06%	48

Other funds holding ABBV

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Campbell Wealth Management's ABBV Position: Q4 2024 in Review

Campbell Wealth Management increased its AbbVie (ABBV) stake by 98% in Q4 2024, buying an estimated $325K and bringing the position to 3,583 shares worth $637K. The position accounts for 0.06% of the portfolio, ranked #38.

Campbell Wealth Management first reported a position in ABBV in Q4 2018 and has held it in 14 quarters since. The position peaked at $713K in Q1 2024. 3,744 funds tracked by Wall St. Rank hold ABBV as of Q4 2024.

Campbell Wealth Management held 3,583 shares of AbbVie worth $637K as of Q4 2024.
Campbell Wealth Management bought 1,770 AbbVie shares in Q4 2024, an estimated $325K.
AbbVie made up 0.06% of Campbell Wealth Management's portfolio in Q4 2024, its #38 holding.
Campbell Wealth Management first reported a position in AbbVie in Q4 2018 and has held it in 14 quarters since.
Campbell Wealth Management's AbbVie position peaked at $713K in Q1 2024.
3,744 funds tracked by Wall St. Rank held AbbVie as of Q4 2024.

Based on Campbell Wealth Management's 13F filing for Q4 2024, filed 30 Jan 2025.