Carson Wealth (CWM LLC)
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Carson Wealth (CWM LLC)’s AbbVie ABBV Stock Holding History

Carson Wealth (CWM LLC)’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 		$101M Buy
464,400
+4,399
+1% +$976K 0.27% 75
2025
Q4 		$105M Buy
460,001
+80,349
+21% +$18.3M 0.28% 69
2025
Q3 		$87.9M Buy
379,652
+56,269
+17% +$11.5M 0.26% 75
2025
Q2 		$60M Buy
323,383
+14,132
+5% +$2.63M 0.21% 97
2025
Q1 		$64.8M Buy
309,251
+33,232
+12% +$6.46M 0.26% 83
2024
Q4 		$49M Buy
276,019
+31,000
+13% +$5.7M 0.2% 97
2024
Q3 		$48.4M Buy
245,019
+15,388
+7% +$2.87M 0.21% 98
2024
Q2 		$39.4M Buy
229,631
+13,938
+6% +$2.31M 0.19% 112
2024
Q1 		$39.3M Buy
215,693
+27,252
+14% +$4.7M 0.19% 105
2023
Q4 		$29.2M Buy
188,441
+33,096
+21% +$4.83M 0.16% 131
2023
Q3 		$23.2M Buy
155,345
+24,906
+19% +$3.66M 0.14% 142
2023
Q2 		$17.6M Buy
130,439
+17,861
+16% +$2.62M 0.11% 172
2023
Q1 		$17.9M Buy
112,578
+20,253
+22% +$3.1M 0.12% 156
2022
Q4 		$14.9M Buy
92,325
+22,734
+33% +$3.49M 0.11% 162
2022
Q3 		$9.34M Buy
69,591
+4,730
+7% +$679K 0.07% 203
2022
Q2 		$9.93M Buy
64,861
+3,998
+7% +$611K 0.08% 196
2022
Q1 		$9.87M Sell
60,863
-14,055
-19% -$2.04M 0.07% 205
2021
Q4 		$10.1M Buy
+74,918
New +$8.85M 0.07% 206
2021
Q2 		$6.78M Hold
60,144
– – 0.05% 249
2021
Q1 		$6.78M Hold
60,144
– – 0.05% 249
2020
Q4 		$6.78M Hold
60,144
– – 0.05% 249
2020
Q3 		$6.78M Hold
60,144
– – 0.05% 249
2020
Q2 		$6.78M Hold
60,144
– – 0.05% 249
2020
Q1 		$6.78M Hold
60,144
– – 0.05% 249
2019
Q4 		$6.78M Hold
60,144
– – 0.05% 249
2019
Q3 		$6.78M Hold
60,144
– – 0.05% 249
2019
Q2 		$6.78M Hold
60,144
– – 0.05% 249
2019
Q1 		$6.78M Sell
60,144
-18,937
-24% -$1.55M 0.05% 249
2018
Q4 		$7.29M Sell
79,081
-35,204
-31% -$3.1M 0.18% 113
2018
Q3 		$10.8M Buy
114,285
+29,037
+34% +$2.75M 0.28% 96
2018
Q2 		$7.9M Buy
85,248
+22,598
+36% +$2.21M 0.26% 97
2018
Q1 		$5.93M Buy
62,650
+7,892
+14% +$867K 0.24% 92
2017
Q4 		$5.3M Sell
54,758
-14,839
-21% -$1.4M 0.24% 85
2017
Q3 		$6.18M Sell
69,597
-4,651
-6% -$354K 0.29% 64
2017
Q2 		$5.38M Sell
74,248
-12,080
-14% -$812K 0.28% 75
2017
Q1 		$5.63M Sell
86,328
-95,661
-53% -$6.01M 0.32% 67
2016
Q4 		$11.4M Sell
181,989
-11,749
-6% -$717K 0.7% 42
2016
Q3 		$12.2M Sell
193,738
-31,097
-14% -$2.01M 0.84% 38
2016
Q2 		$13.9M Sell
224,835
-44,690
-17% -$2.72M 1.02% 30
2016
Q1 		$15.4M Sell
269,525
-35,912
-12% -$2M 1.35% 15
2015
Q4 		$18.1M Sell
305,437
-29,251
-9% -$1.68M 1.77% 4
2015
Q3 		$18.2M Sell
334,688
-9,892
-3% -$644K 1.83% 4
2015
Q2 		$23.2M Buy
344,580
+6,029
+2% +$394K 2.22% 2
2015
Q1 		$19.8M Buy
338,551
+166,953
+97% +$10.1M 2.01% 3
2014
Q4 		$11.2M Buy
171,598
+14,564
+9% +$918K 1.36% 20
2014
Q3 		$9.07M Buy
157,034
+22,803
+17% +$1.27M 1.32% 24
2014
Q2 		$7.58M Buy
134,231
+47,844
+55% +$2.51M 1.36% 23
2014
Q1 		$4.44M Sell
86,387
-6,010
-7% -$304K 0.61% 48
2013
Q4 		$4.87M Buy
92,397
+10,488
+13% +$515K 0.76% 34
2013
Q3 		$3.66M Buy
+81,909
New +$3.63M 0.96% 28

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 $3.37T AUM 44.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
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
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Carson Wealth (CWM LLC)'s ABBV Position: Q1 2026 in Review

Carson Wealth (CWM LLC) increased its AbbVie (ABBV) stake by 0.96% in Q1 2026, buying an estimated $976K and bringing the position to 464,400 shares worth $101M. The position accounts for 0.27% of the portfolio, ranked #75.

Carson Wealth (CWM LLC) first reported a position in ABBV in Q3 2013 and has held it in 50 quarters since. The position peaked at $105M in Q4 2025. 4,097 funds tracked by Wall St. Rank hold ABBV as of Q1 2026.

  • Carson Wealth (CWM LLC) held 464,400 shares of AbbVie worth $101M as of Q1 2026.
  • Carson Wealth (CWM LLC) bought 4,399 AbbVie shares in Q1 2026, an estimated $976K.
  • AbbVie made up 0.27% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #75 holding.
  • Carson Wealth (CWM LLC) first reported a position in AbbVie in Q3 2013 and has held it in 50 quarters since.
  • Carson Wealth (CWM LLC)'s AbbVie position peaked at $105M in Q4 2025.
  • 4,097 funds tracked by Wall St. Rank held AbbVie as of Q1 2026.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2026, filed 14 May 2026.