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
2014
Q1 		– Sell
-229
Closed -$150K – 143
2013
Q4 		$150K Buy
+229
New +$11.3K 0.02% 175

Other funds holding ABBV

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
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
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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. 4,081 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.
  • 4,081 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.