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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
Q3 		$3.37M Buy
12,865
+29
+0.2% +$7.43K 0.38% 55
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

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
EB
Eastern Bank Boston, Massachusetts $6.58B AUM 23.57% 1-Year Est. Return
SC
Sapient Capital Indianapolis, Indiana $7.44B AUM 23.27% 1-Year Est. Return
AP
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

Capital Advisors Wealth Management's ABBV Position: Q3 2026 in Review

Capital Advisors Wealth Management increased its AbbVie (ABBV) stake by 0.23% in Q3 2026, buying an estimated $7.43K and bringing the position to 12,865 shares worth $3.37M. The position accounts for 0.38% of the portfolio, ranked #55.

Capital Advisors Wealth Management first reported a position in ABBV in Q3 2021 and has held it in 21 quarters since. 246 funds tracked by Wall St. Rank hold ABBV as of Q3 2026.

  • Capital Advisors Wealth Management held 12,865 shares of AbbVie worth $3.37M as of Q3 2026.
  • Capital Advisors Wealth Management bought 29 AbbVie shares in Q3 2026, an estimated $7.43K.
  • AbbVie made up 0.38% of Capital Advisors Wealth Management's portfolio in Q3 2026, its #55 holding.
  • Capital Advisors Wealth Management first reported a position in AbbVie in Q3 2021 and has held it in 21 quarters since.
  • 246 funds tracked by Wall St. Rank held AbbVie as of Q3 2026.

Based on Capital Advisors Wealth Management's 13F filing for Q3 2026, filed 9 Oct 2026.