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 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 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 (Pennsylvania)'s ABBV Position: Q1 2026 in Review

Capstone Wealth Management Group (Pennsylvania) increased its AbbVie (ABBV) stake by 151% in Q1 2026, buying an estimated $334K and bringing the position to 2,506 shares worth $545K. The position accounts for 0.23% of the portfolio, ranked #62.

Capstone Wealth Management Group (Pennsylvania) first reported a position in ABBV in Q4 2021 and has held it in 18 quarters since. The position peaked at $694K in Q3 2024. 4,077 funds tracked by Wall St. Rank hold ABBV as of Q1 2026.

Capstone Wealth Management Group (Pennsylvania) held 2,506 shares of AbbVie worth $545K as of Q1 2026.
Capstone Wealth Management Group (Pennsylvania) bought 1,507 AbbVie shares in Q1 2026, an estimated $334K.
AbbVie made up 0.23% of Capstone Wealth Management Group (Pennsylvania)'s portfolio in Q1 2026, its #62 holding.
Capstone Wealth Management Group (Pennsylvania) first reported a position in AbbVie in Q4 2021 and has held it in 18 quarters since.
Capstone Wealth Management Group (Pennsylvania)'s AbbVie position peaked at $694K in Q3 2024.
4,077 funds tracked by Wall St. Rank held AbbVie as of Q1 2026.

Based on Capstone Wealth Management Group (Pennsylvania)'s 13F filing for Q1 2026, filed 29 Apr 2026.