Cherry Tree Wealth Management’s AbbVie ABBV Stock Holding History

Cherry Tree Wealth Management’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	$45.2K	Hold	208	–	–	0.01%	278
2025 Q4	$47.5K	Buy	208 +47	+29%	+$10.7K	0.01%	272
2025 Q3	$37.3K	Hold	161	–	–	0.01%	282
2025 Q2	$29.9K	Sell	161 -62	-28%	-$11.5K	0.01%	293
2025 Q1	$46.7K	Hold	223	–	–	0.01%	262
2024 Q4	$39.6K	Buy	223 +5	+2%	+$919	0.01%	269
2024 Q3	$43.1K	Hold	218	–	–	0.01%	270
2024 Q2	$37.4K	Buy	218 +50	+30%	+$8.28K	0.01%	279
2024 Q1	$30.6K	Hold	168	–	–	0.01%	285
2023 Q4	$26K	Hold	168	–	–	0.01%	288
2023 Q3	$25K	Hold	168	–	–	0.01%	278
2023 Q2	$22.6K	Buy	+168	New	+$24.6K	0.01%	279

Other funds holding ABBV

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Cherry Tree Wealth Management's ABBV Position: Q1 2026 in Review

Cherry Tree Wealth Management held its AbbVie (ABBV) position steady in Q1 2026 at 208 shares worth $45.2K. The position accounts for 0.01% of the portfolio, ranked #278.

Cherry Tree Wealth Management first reported a position in ABBV in Q2 2023 and has held it in 12 quarters since. The position peaked at $47.5K in Q4 2025. 4,097 funds tracked by Wall St. Rank hold ABBV as of Q1 2026.

Cherry Tree Wealth Management held 208 shares of AbbVie worth $45.2K as of Q1 2026.
Cherry Tree Wealth Management left its AbbVie share count unchanged in Q1 2026.
AbbVie made up 0.01% of Cherry Tree Wealth Management's portfolio in Q1 2026, its #278 holding.
Cherry Tree Wealth Management first reported a position in AbbVie in Q2 2023 and has held it in 12 quarters since.
Cherry Tree Wealth Management's AbbVie position peaked at $47.5K in Q4 2025.
4,097 funds tracked by Wall St. Rank held AbbVie as of Q1 2026.

Based on Cherry Tree Wealth Management's 13F filing for Q1 2026, filed 5 May 2026.