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Capstone Financial Advisors’s AbbVie ABBV Stock Holding History

Capstone Financial Advisors’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 		$985K Buy
3,914
+55
+1% +$11.8K 0.05% 73
2026
Q1 		$839K Buy
3,859
+17
+0.4% +$3.77K 0.05% 70
2025
Q4 		$878K Buy
3,842
+18
+0.5% +$4.1K 0.05% 70
2025
Q3 		$885K Buy
3,824
+852
+29% +$174K 0.05% 69
2025
Q2 		$552K Sell
2,972
-443
-13% -$82.3K 0.03% 92
2025
Q1 		$716K Sell
3,415
-360
-10% -$70K 0.04% 73
2024
Q4 		$671K Buy
3,775
+35
+0.9% +$6.43K 0.04% 78
2024
Q3 		$739K Buy
3,740
+482
+15% +$90K 0.05% 75
2024
Q2 		$559K Sell
3,258
-433
-12% -$71.7K 0.04% 81
2024
Q1 		$672K Sell
3,691
-86
-2% -$14.8K 0.05% 71
2023
Q4 		$585K Sell
3,777
-190
-5% -$27.7K 0.04% 74
2023
Q3 		$591K Sell
3,967
-1,032
-21% -$152K 0.05% 68
2023
Q2 		$674K Buy
4,999
+207
+4% +$30.4K 0.05% 63
2023
Q1 		$764K Sell
4,792
-226
-5% -$34.6K 0.06% 56
2022
Q4 		$811K Sell
5,018
-13
-0.3% -$1.99K 0.07% 54
2022
Q3 		$675K Buy
5,031
+226
+5% +$32.4K 0.06% 55
2022
Q2 		$736K Buy
4,805
+1,366
+40% +$209K 0.06% 61
2022
Q1 		$557K Buy
3,439
+998
+41% +$145K 0.04% 75
2021
Q4 		$330K Sell
2,441
-549
-18% -$64.9K 0.02% 98
2021
Q3 		$322K Sell
2,990
-28
-0.9% -$3.2K 0.03% 90
2021
Q2 		$340K Buy
3,018
+560
+23% +$63.1K 0.03% 91
2021
Q1 		$266K Buy
2,458
+28
+1% +$3K 0.02% 91
2020
Q4 		$260K Sell
2,430
-717
-23% -$68.9K 0.02% 91
2020
Q3 		$276K Hold
3,147
– – 0.03% 79
2020
Q2 		$309K Buy
+3,147
New +$277K 0.04% 66

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

Capstone Financial Advisors's ABBV Position: Q2 2026 in Review

Capstone Financial Advisors increased its AbbVie (ABBV) stake by 1.4% in Q2 2026, buying an estimated $11.8K and bringing the position to 3,914 shares worth $985K. The position accounts for 0.05% of the portfolio, ranked #73.

Capstone Financial Advisors first reported a position in ABBV in Q2 2020 and has held it in 25 quarters since. 4,201 funds tracked by Wall St. Rank hold ABBV as of Q2 2026.

  • Capstone Financial Advisors held 3,914 shares of AbbVie worth $985K as of Q2 2026.
  • Capstone Financial Advisors bought 55 AbbVie shares in Q2 2026, an estimated $11.8K.
  • AbbVie made up 0.05% of Capstone Financial Advisors's portfolio in Q2 2026, its #73 holding.
  • Capstone Financial Advisors first reported a position in AbbVie in Q2 2020 and has held it in 25 quarters since.
  • 4,201 funds tracked by Wall St. Rank held AbbVie as of Q2 2026.

Based on Capstone Financial Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.