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

Capstone Wealth Management Group (Pennsylvania)’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 		$640K Buy
2,545
+39
+2% +$8.39K 0.23% 53
2026
Q1 		$545K Buy
2,506
+1,507
+151% +$334K 0.23% 62
2025
Q4 		$228K Buy
999
+6
+0.6% +$1.37K 0.1% 73
2025
Q3 		$230K Sell
993
-324
-25% -$66K 0.1% 71
2025
Q2 		$244K Sell
1,317
-938
-42% -$174K 0.23% 48
2025
Q1 		$473K Sell
2,255
-820
-27% -$159K 0.27% 50
2024
Q4 		$546K Sell
3,075
-441
-13% -$81.1K 0.29% 57
2024
Q3 		$694K Buy
3,516
+26
+0.7% +$4.85K 0.41% 47
2024
Q2 		$599K Buy
3,490
+10
+0.3% +$1.66K 0.39% 51
2024
Q1 		$634K Buy
3,480
+39
+1% +$6.72K 0.45% 47
2023
Q4 		$533K Buy
3,441
+217
+7% +$31.6K 0.5% 38
2023
Q3 		$481K Buy
3,224
+471
+17% +$69.1K 0.5% 38
2023
Q2 		$371K Buy
2,753
+26
+1% +$3.81K 0.38% 45
2023
Q1 		$435K Buy
2,727
+54
+2% +$8.26K 0.48% 35
2022
Q4 		$432K Buy
2,673
+24
+0.9% +$3.68K 0.46% 40
2022
Q3 		$356K Buy
2,649
+347
+15% +$49.8K 0.46% 42
2022
Q2 		$353K Buy
2,302
+69
+3% +$10.5K 0.43% 46
2022
Q1 		$362K Buy
2,233
+21
+0.9% +$3.05K 0.36% 47
2021
Q4 		$299K Buy
+2,212
New +$261K 0.24% 65

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 $3.38T AUM 44.17% 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 Wealth Management Group (Pennsylvania)'s ABBV Position: Q2 2026 in Review

Capstone Wealth Management Group (Pennsylvania) increased its AbbVie (ABBV) stake by 1.6% in Q2 2026, buying an estimated $8.39K and bringing the position to 2,545 shares worth $640K. The position accounts for 0.23% of the portfolio, ranked #53.

Capstone Wealth Management Group (Pennsylvania) first reported a position in ABBV in Q4 2021 and has held it in 19 quarters since. The position peaked at $694K in Q3 2024. 4,234 funds tracked by Wall St. Rank hold ABBV as of Q2 2026.

  • Capstone Wealth Management Group (Pennsylvania) held 2,545 shares of AbbVie worth $640K as of Q2 2026.
  • Capstone Wealth Management Group (Pennsylvania) bought 39 AbbVie shares in Q2 2026, an estimated $8.39K.
  • AbbVie made up 0.23% of Capstone Wealth Management Group (Pennsylvania)'s portfolio in Q2 2026, its #53 holding.
  • Capstone Wealth Management Group (Pennsylvania) first reported a position in AbbVie in Q4 2021 and has held it in 19 quarters since.
  • Capstone Wealth Management Group (Pennsylvania)'s AbbVie position peaked at $694K in Q3 2024.
  • 4,234 funds tracked by Wall St. Rank held AbbVie as of Q2 2026.

Based on Capstone Wealth Management Group (Pennsylvania)'s 13F filing for Q2 2026, filed 30 Jul 2026.