CWA
ABBV icon

Carolina Wealth Advisors’s AbbVie ABBV Stock Holding History

Carolina Wealth 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 		$4.72M Buy
18,741
+7,626
+69% +$1.64M 1.85% 12
2026
Q1 		$2.42M Buy
11,115
+10,510
+1,737% +$2.33M 1.01% 32
2025
Q4 		$138K Sell
605
-15
-2% -$3.42K 0.06% 82
2025
Q3 		$144K Sell
620
-38,267
-98% -$7.79M 0.06% 80
2025
Q2 		$7.22M Buy
38,887
+520
+1% +$96.6K 3.56% 7
2025
Q1 		$8.04M Sell
38,367
-559
-1% -$109K 4.34% 3
2024
Q4 		$6.92M Sell
38,926
-654
-2% -$120K 3.72% 9
2024
Q3 		$7.82M Sell
39,580
-1,850
-4% -$345K 3.98% 5
2024
Q2 		$7.11M Buy
41,430
+987
+2% +$163K 3.49% 7
2024
Q1 		$7.36M Sell
40,443
-2,223
-5% -$383K 3.99% 7
2023
Q4 		$6.61M Sell
42,666
-52
-0.1% -$7.58K 3.43% 7
2023
Q3 		$6.37M Buy
42,718
+1,582
+4% +$232K 3.6% 4
2023
Q2 		$5.54M Buy
41,136
+274
+0.7% +$40.2K 3.33% 7
2023
Q1 		$6.51M Buy
40,862
+312
+0.8% +$47.7K 3.81% 3
2022
Q4 		$6.55M Sell
40,550
-293
-0.7% -$44.9K 4.13% 6
2022
Q3 		$5.48M Buy
40,843
+487
+1% +$69.9K 4.3% 3
2022
Q2 		$6.18M Buy
40,356
+676
+2% +$103K 4.08% 3
2022
Q1 		$6.43M Buy
39,680
+1,294
+3% +$188K 4.06% 5
2021
Q4 		$5.2M Sell
38,386
-2,112
-5% -$249K 2.94% 13
2021
Q3 		$4.37M Buy
40,498
+685
+2% +$78.3K 2.89% 15
2021
Q2 		$4.49M Buy
39,813
+1,132
+3% +$127K 3.02% 11
2021
Q1 		$4.19M Sell
38,681
-4,980
-11% -$533K 3.05% 11
2020
Q4 		$4.68M Sell
43,661
-3,088
-7% -$297K 3.76% 7
2020
Q3 		$4.09M Buy
46,749
+825
+2% +$77.7K 3.6% 8
2020
Q2 		$4.51M Buy
45,924
+1,276
+3% +$112K 4.36% 4
2020
Q1 		$3.4M Buy
44,648
+7,673
+21% +$654K 3.93% 4
2019
Q4 		$3.27M Buy
+36,975
New +$3.07M 3.1% 11

Other funds holding ABBV

LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
HCM
Hamlin Capital Management New York $4.45B AUM 22.95% 1-Year Est. Return
AAMU
AEGON Asset Management (UK) Edinburgh, United Kingdom $9.38B AUM 48.94% 1-Year Est. Return
HPC
HM Payson & Co Portland, Maine $7.54B AUM 31.34% 1-Year Est. Return
CRM
Cardano Risk Management Rotterdam, Netherlands $13B AUM 49.44% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Carolina Wealth Advisors's ABBV Position: Q2 2026 in Review

Carolina Wealth Advisors increased its AbbVie (ABBV) stake by 69% in Q2 2026, buying an estimated $1.64M and bringing the position to 18,741 shares worth $4.72M. The position accounts for 1.85% of the portfolio, ranked #12.

Carolina Wealth Advisors first reported a position in ABBV in Q4 2019 and has held it in 27 quarters since. The position peaked at $8.04M in Q1 2025. 803 funds tracked by Wall St. Rank hold ABBV as of Q2 2026.

  • Carolina Wealth Advisors held 18,741 shares of AbbVie worth $4.72M as of Q2 2026.
  • Carolina Wealth Advisors bought 7,626 AbbVie shares in Q2 2026, an estimated $1.64M.
  • AbbVie made up 1.85% of Carolina Wealth Advisors's portfolio in Q2 2026, its #12 holding.
  • Carolina Wealth Advisors first reported a position in AbbVie in Q4 2019 and has held it in 27 quarters since.
  • Carolina Wealth Advisors's AbbVie position peaked at $8.04M in Q1 2025.
  • 803 funds tracked by Wall St. Rank held AbbVie as of Q2 2026.

Based on Carolina Wealth Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.