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Capital Advisors Wealth Management’s AbbVie ABBV Stock Holding History

Capital Advisors 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
2026
Q2 		$3.23M Buy
12,836
+189
+1% +$40.7K 0.38% 54
2026
Q1 		$2.75M Buy
12,647
+136
+1% +$30.2K 0.37% 56
2025
Q4 		$2.86M Buy
12,511
+504
+4% +$115K 0.39% 53
2025
Q3 		$2.78M Buy
12,007
+135
+1% +$27.5K 0.4% 51
2025
Q2 		$2.2M Buy
11,872
+248
+2% +$46.1K 0.35% 56
2025
Q1 		$2.44M Sell
11,624
-16
-0.1% -$3.11K 0.43% 46
2024
Q4 		$2.07M Buy
11,640
+248
+2% +$45.6K 0.37% 47
2024
Q3 		$2.25M Buy
11,392
+106
+0.9% +$19.8K 0.41% 44
2024
Q2 		$1.94M Buy
11,286
+990
+10% +$164K 0.38% 45
2024
Q1 		$1.87M Sell
10,296
-3,679
-26% -$634K 0.39% 43
2023
Q4 		$2.17M Buy
13,975
+625
+5% +$91.1K 0.49% 39
2023
Q3 		$1.99M Buy
13,350
+1,042
+8% +$153K 0.52% 37
2023
Q2 		$1.66M Buy
12,308
+514
+4% +$75.4K 0.42% 47
2023
Q1 		$1.88M Buy
11,794
+748
+7% +$114K 0.52% 41
2022
Q4 		$1.79M Buy
11,046
+1,354
+14% +$208K 0.54% 34
2022
Q3 		$1.3M Buy
9,692
+4,995
+106% +$717K 0.43% 40
2022
Q2 		$719K Buy
4,697
+655
+16% +$100K 0.23% 48
2022
Q1 		$655K Buy
4,042
+577
+17% +$83.8K 0.2% 59
2021
Q4 		$469K Buy
3,465
+1,550
+81% +$183K 0.14% 69
2021
Q3 		$207K Buy
+1,915
New +$219K 0.07% 98

Other funds holding ABBV

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Capital Advisors Wealth Management's ABBV Position: Q2 2026 in Review

Capital Advisors Wealth Management increased its AbbVie (ABBV) stake by 1.5% in Q2 2026, buying an estimated $40.7K and bringing the position to 12,836 shares worth $3.23M. The position accounts for 0.38% of the portfolio, ranked #54.

Capital Advisors Wealth Management first reported a position in ABBV in Q3 2021 and has held it in 20 quarters since. 4,195 funds tracked by Wall St. Rank hold ABBV as of Q2 2026.

  • Capital Advisors Wealth Management held 12,836 shares of AbbVie worth $3.23M as of Q2 2026.
  • Capital Advisors Wealth Management bought 189 AbbVie shares in Q2 2026, an estimated $40.7K.
  • AbbVie made up 0.38% of Capital Advisors Wealth Management's portfolio in Q2 2026, its #54 holding.
  • Capital Advisors Wealth Management first reported a position in AbbVie in Q3 2021 and has held it in 20 quarters since.
  • 4,195 funds tracked by Wall St. Rank held AbbVie as of Q2 2026.

Based on Capital Advisors Wealth Management's 13F filing for Q2 2026, filed 23 Jul 2026.