Capital & Planning LLC’s AbbVie ABBV Stock Holding History

Capital & Planning LLC’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
2025 Q1	–	Sell	-30	Closed	-$5.33K	–	35
2024 Q4	$5.33K	Buy	+30	New	+$5.52K	﹤0.01%	120

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

Norges Bank Oslo, Norway $935B AUM

Capital & Planning LLC's ABBV Position: Q1 2025 in Review

Capital & Planning LLC sold out of AbbVie (ABBV) in Q1 2025, closing a stake of 30 shares — an estimated $5.33K sold.

Capital & Planning LLC first reported a position in ABBV in Q4 2024 and held it in 1 quarter. The position peaked at $5.33K in Q4 2024. 3,819 funds tracked by Wall St. Rank hold ABBV as of Q1 2025.

Capital & Planning LLC reported no remaining AbbVie position as of Q1 2025 after selling out during the quarter.
Capital & Planning LLC sold 30 AbbVie shares in Q1 2025, an estimated $5.33K.
Capital & Planning LLC first reported a position in AbbVie in Q4 2024 and held it in 1 quarter.
Capital & Planning LLC's AbbVie position peaked at $5.33K in Q4 2024.
3,819 funds tracked by Wall St. Rank held AbbVie as of Q1 2025.

Based on Capital & Planning LLC's 13F filing for Q1 2025, filed 16 May 2025.