Charter Research & Investment Group’s AbbVie ABBV Stock Holding History

Charter Research & Investment Group’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	$1.09M	Buy	4,996 +210	+4%	+$46.6K	0.72%	38
2025 Q4	$1.09M	Sell	4,786 -700	-13%	-$159K	0.73%	35
2025 Q3	$1.27M	Hold	5,486	–	–	0.88%	33
2025 Q2	$1.02M	Hold	5,486	–	–	0.76%	38
2025 Q1	$1.15M	Hold	5,486	–	–	0.88%	35
2024 Q4	$975K	Sell	5,486 -198	-3%	-$36.4K	0.74%	34
2024 Q3	$1.12M	Hold	5,684	–	–	0.83%	33
2024 Q2	$975K	Hold	5,684	–	–	0.77%	34
2024 Q1	$1.04M	Sell	5,684 -350	-6%	-$60.3K	0.82%	33
2023 Q4	$935K	Hold	6,034	–	–	0.78%	34
2023 Q3	$899K	Hold	6,034	–	–	0.81%	36
2023 Q2	$813K	Hold	6,034	–	–	0.67%	39
2023 Q1	$962K	Buy	6,034 +200	+3%	+$30.6K	0.84%	35
2022 Q4	$943K	Sell	5,834 -200	-3%	-$30.7K	0.9%	32
2022 Q3	$810K	Hold	6,034	–	–	0.82%	33
2022 Q2	$924K	Hold	6,034	–	–	0.84%	34
2022 Q1	$978K	Sell	6,034 -200	-3%	-$29.1K	0.79%	35
2021 Q4	$844K	Sell	6,234 -100	-2%	-$11.8K	0.66%	39
2021 Q3	$683K	Buy	6,334 +300	+5%	+$34.3K	0.57%	42
2021 Q2	$680K	Hold	6,034	–	–	0.56%	42
2021 Q1	$653K	Hold	6,034	–	–	0.57%	43
2020 Q4	$647K	Hold	6,034	–	–	0.62%	39
2020 Q3	$529K	Hold	6,034	–	–	0.58%	42
2020 Q2	$592K	Hold	6,034	–	–	0.68%	36
2020 Q1	$460K	Hold	6,034	–	–	0.61%	43
2019 Q4	$534K	Hold	6,034	–	–	0.54%	46
2019 Q3	$457K	Buy	6,034 +500	+9%	+$34.3K	0.5%	55
2019 Q2	$402K	Hold	5,534	–	–	0.45%	55
2019 Q1	$446K	Hold	5,534	–	–	0.49%	50
2018 Q4	$510K	Hold	5,534	–	–	0.64%	46
2018 Q3	$523K	Hold	5,534	–	–	0.57%	45
2018 Q2	$513K	Sell	5,534 -250	-4%	-$24.4K	0.59%	43
2018 Q1	$547K	Buy	5,784 +207	+4%	+$22.7K	0.65%	40
2017 Q4	$539K	Buy	+5,577	New	+$526K	0.61%	42
2016 Q3	$352K	Hold	5,577	–	–	0.41%	55
2016 Q2	$345K	Hold	5,577	–	–	0.39%	57
2016 Q1	$319K	Buy	5,577 +25	+0.5%	+$1.39K	0.37%	56
2015 Q4	$329K	Hold	5,552	–	–	0.38%	58
2015 Q3	$302K	Hold	5,552	–	–	0.4%	55
2015 Q2	$373K	Hold	5,552	–	–	0.41%	53
2015 Q1	$325K	Hold	5,552	–	–	0.36%	56
2014 Q4	$363K	Buy	+5,552	New	+$350K	0.4%	55

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

Charter Research & Investment Group's ABBV Position: Q1 2026 in Review

Charter Research & Investment Group increased its AbbVie (ABBV) stake by 4.4% in Q1 2026, buying an estimated $46.6K and bringing the position to 4,996 shares worth $1.09M. The position accounts for 0.72% of the portfolio, ranked #38.

Charter Research & Investment Group first reported a position in ABBV in Q4 2014 and has held it in 42 quarters since. The position peaked at $1.27M in Q3 2025. 4,081 funds tracked by Wall St. Rank hold ABBV as of Q1 2026.

Charter Research & Investment Group held 4,996 shares of AbbVie worth $1.09M as of Q1 2026.
Charter Research & Investment Group bought 210 AbbVie shares in Q1 2026, an estimated $46.6K.
AbbVie made up 0.72% of Charter Research & Investment Group's portfolio in Q1 2026, its #38 holding.
Charter Research & Investment Group first reported a position in AbbVie in Q4 2014 and has held it in 42 quarters since.
Charter Research & Investment Group's AbbVie position peaked at $1.27M in Q3 2025.
4,081 funds tracked by Wall St. Rank held AbbVie as of Q1 2026.

Based on Charter Research & Investment Group's 13F filing for Q1 2026, filed 12 May 2026.