Capstone Wealth Management Group (Oregon)’s AbbVie ABBV Stock Holding History

Capstone Wealth Management Group (Oregon)’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	-1,080	Closed	-$247K	–	124
2025 Q4	$247K	Buy	1,080 +7	+0.7%	+$1.59K	0.15%	109
2025 Q3	$248K	Buy	+1,073	New	+$219K	0.16%	102
2025 Q2	–	Sell	-1,031	Closed	-$216K	–	106
2025 Q1	$216K	Buy	+1,031	New	+$200K	0.17%	89

Other funds holding ABBV

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Capstone Wealth Management Group (Oregon)'s ABBV Position: Q1 2026 in Review

Capstone Wealth Management Group (Oregon) sold out of AbbVie (ABBV) in Q1 2026, closing a stake of 1,080 shares — an estimated $247K sold.

Capstone Wealth Management Group (Oregon) first reported a position in ABBV in Q1 2025 and held it in 3 quarters. The position peaked at $248K in Q3 2025. 4,075 funds tracked by Wall St. Rank hold ABBV as of Q1 2026.

Capstone Wealth Management Group (Oregon) reported no remaining AbbVie position as of Q1 2026 after selling out during the quarter.
Capstone Wealth Management Group (Oregon) sold 1,080 AbbVie shares in Q1 2026, an estimated $247K.
Capstone Wealth Management Group (Oregon) first reported a position in AbbVie in Q1 2025 and held it in 3 quarters.
Capstone Wealth Management Group (Oregon)'s AbbVie position peaked at $248K in Q3 2025.
4,075 funds tracked by Wall St. Rank held AbbVie as of Q1 2026.

Based on Capstone Wealth Management Group (Oregon)'s 13F filing for Q1 2026, filed 16 Apr 2026.