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Capstone Triton Financial Group’s AbbVie ABBV Stock Holding History

Capstone Triton Financial Group’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
Q1 		– Sell
-8,641
Closed -$1.97M – 64
2025
Q4 		$1.97M Buy
8,641
+156
+2% +$35.5K 1.31% 20
2025
Q3 		$1.96M Buy
8,485
+161
+2% +$32.8K 1.32% 22
2025
Q2 		$1.55M Buy
+8,324
New +$1.55M 1.12% 31
2024
Q4 		$1.4M Buy
7,889
+4
+0.1% +$735 0.88% 39
2024
Q3 		$1.56M Sell
7,885
-199
-2% -$37.1K 1% 33
2024
Q2 		$1.39M Sell
8,084
-55
-0.7% -$9.11K 0.97% 33
2024
Q1 		$1.48M Buy
8,139
+152
+2% +$26.2K 1.05% 33
2023
Q4 		$1.24M Sell
7,987
-718
-8% -$105K 0.9% 37
2023
Q3 		$1.3M Buy
8,705
+104
+1% +$15.3K 0.95% 37
2023
Q2 		$1.16M Buy
8,601
+223
+3% +$32.7K 0.8% 46
2023
Q1 		$1.34M Buy
8,378
+489
+6% +$74.8K 1% 36
2022
Q4 		$1.27M Buy
7,889
+627
+9% +$96.1K 1.02% 35
2022
Q3 		$975K Buy
7,262
+205
+3% +$29.4K 0.83% 43
2022
Q2 		$1.04M Buy
7,057
+277
+4% +$42.3K 0.79% 44
2022
Q1 		$1.07M Buy
6,780
+475
+8% +$69K 0.75% 41
2021
Q4 		$857K Buy
6,305
+623
+11% +$73.6K 1.73% 14
2021
Q3 		$617K Buy
5,682
+969
+21% +$111K 0.37% 67
2021
Q2 		$531K Buy
4,713
+610
+15% +$68.7K 0.33% 67
2021
Q1 		$444K Buy
4,103
+128
+3% +$13.7K 0.29% 66
2020
Q4 		$426K Buy
+3,975
New +$382K 0.26% 60

Other funds holding ABBV

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Capstone Triton Financial Group's ABBV Position: Q1 2026 in Review

Capstone Triton Financial Group sold out of AbbVie (ABBV) in Q1 2026, closing a stake of 8,641 shares — an estimated $1.97M sold.

Capstone Triton Financial Group first reported a position in ABBV in Q4 2020 and held it in 20 quarters. The position peaked at $1.97M in Q4 2025. 4,077 funds tracked by Wall St. Rank hold ABBV as of Q1 2026.

  • Capstone Triton Financial Group reported no remaining AbbVie position as of Q1 2026 after selling out during the quarter.
  • Capstone Triton Financial Group sold 8,641 AbbVie shares in Q1 2026, an estimated $1.97M.
  • Capstone Triton Financial Group first reported a position in AbbVie in Q4 2020 and held it in 20 quarters.
  • Capstone Triton Financial Group's AbbVie position peaked at $1.97M in Q4 2025.
  • 4,077 funds tracked by Wall St. Rank held AbbVie as of Q1 2026.

Based on Capstone Triton Financial Group's 13F filing for Q1 2026, filed 15 May 2026.