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Center for Financial Planning’s AbbVie ABBV Stock Holding History

Center for Financial Planning’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 		$4.38M Hold
17,400
– – 0.41% 19
2026
Q1 		$3.78M Sell
17,400
-33
-0.2% -$7.32K 0.4% 21
2025
Q4 		$3.98M Sell
17,433
-708
-4% -$161K 0.41% 19
2025
Q3 		$4.2M Buy
18,141
+1,116
+7% +$227K 0.45% 18
2025
Q2 		$3.16M Buy
17,025
+2,283
+15% +$424K 0.36% 20
2025
Q1 		$3.09M Hold
14,742
– – 0.39% 19
2024
Q4 		$2.62M Hold
14,742
– – 0.35% 22
2024
Q3 		$2.91M Sell
14,742
-303
-2% -$56.5K 0.4% 19
2024
Q2 		$2.58M Buy
15,045
+107
+0.7% +$17.7K 0.37% 21
2024
Q1 		$2.72M Buy
14,938
+1,000
+7% +$172K 0.41% 21
2023
Q4 		$2.16M Buy
13,938
+75
+0.5% +$10.9K 0.4% 22
2023
Q3 		$2.07M Buy
13,863
+24
+0.2% +$3.52K 0.45% 21
2023
Q2 		$1.86M Buy
13,839
+29
+0.2% +$4.25K 0.39% 26
2023
Q1 		$2.2M Sell
13,810
-429
-3% -$65.6K 0.51% 20
2022
Q4 		$2.3M Sell
14,239
-51
-0.4% -$7.82K 0.56% 19
2022
Q3 		$1.92M Buy
14,290
+2,274
+19% +$326K 0.51% 21
2022
Q2 		$1.84M Hold
12,016
– – 0.47% 24
2022
Q1 		$1.95M Hold
12,016
– – 0.4% 24
2021
Q4 		$1.63M Buy
12,016
+12
+0.1% +$1.42K 0.33% 31
2021
Q3 		$1.29M Buy
12,004
+471
+4% +$53.8K 0.31% 37
2021
Q2 		$1.3M Hold
11,533
– – 0.32% 37
2021
Q1 		$1.25M Buy
11,533
+658
+6% +$70.4K 0.33% 36
2020
Q4 		$1.17M Hold
10,875
– – 0.33% 35
2020
Q3 		$953K Hold
10,875
– – 0.31% 39
2020
Q2 		$1.07M Hold
10,875
– – 0.37% 33
2020
Q1 		$829K Buy
10,875
+200
+2% +$17K 0.28% 40
2019
Q4 		$945K Buy
+10,675
New +$886K 0.24% 39

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
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

Center for Financial Planning's ABBV Position: Q2 2026 in Review

Center for Financial Planning held its AbbVie (ABBV) position steady in Q2 2026 at 17,400 shares worth $4.38M. The position accounts for 0.41% of the portfolio, ranked #19.

Center for Financial Planning first reported a position in ABBV in Q4 2019 and has held it in 27 quarters since. 4,194 funds tracked by Wall St. Rank hold ABBV as of Q2 2026.

  • Center for Financial Planning held 17,400 shares of AbbVie worth $4.38M as of Q2 2026.
  • Center for Financial Planning left its AbbVie share count unchanged in Q2 2026.
  • AbbVie made up 0.41% of Center for Financial Planning's portfolio in Q2 2026, its #19 holding.
  • Center for Financial Planning first reported a position in AbbVie in Q4 2019 and has held it in 27 quarters since.
  • 4,194 funds tracked by Wall St. Rank held AbbVie as of Q2 2026.

Based on Center for Financial Planning's 13F filing for Q2 2026, filed 21 Jul 2026.