CM Wealth Advisors’s AbbVie ABBV Stock Holding History

CM Wealth Advisors’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	$1.06M	Buy	4,201 +296	+8%	+$63.7K	0.19%	46
2026 Q1	$849K	Hold	3,905	–	–	0.18%	50
2025 Q4	$892K	Buy	3,905 +538	+16%	+$123K	0.2%	47
2025 Q3	$780K	Hold	3,367	–	–	0.21%	39
2025 Q2	$625K	Hold	3,367	–	–	0.18%	46
2025 Q1	$705K	Hold	3,367	–	–	0.23%	44
2024 Q4	$598K	Hold	3,367	–	–	0.2%	49
2024 Q3	$665K	Hold	3,367	–	–	0.22%	45
2024 Q2	$578K	Sell	3,367 -1,712	-34%	-$284K	0.27%	36
2024 Q1	$833K	Buy	5,079 +1,696	+50%	+$292K	0.24%	40
2023 Q4	$524K	Hold	3,383	–	–	0.23%	42
2023 Q3	$467K	Sell	3,383 -1,716	-34%	-$252K	0.18%	45
2023 Q2	$777K	Sell	5,099 -3,620	-42%	-$531K	0.25%	37
2023 Q1	$1.42M	Buy	8,719 +5,917	+211%	+$905K	0.28%	86
2022 Q4	$453K	Sell	2,802 -801	-22%	-$123K	0.23%	43
2022 Q3	$484K	Hold	3,603	–	–	0.27%	38
2022 Q2	$552K	Buy	+3,603	New	+$551K	0.34%	35

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

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

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

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

Norges Bank Oslo, Norway $1T AUM

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

CM Wealth Advisors's ABBV Position: Q2 2026 in Review

CM Wealth Advisors increased its AbbVie (ABBV) stake by 7.6% in Q2 2026, buying an estimated $63.7K and bringing the position to 4,201 shares worth $1.06M. The position accounts for 0.19% of the portfolio, ranked #46.

CM Wealth Advisors first reported a position in ABBV in Q2 2022 and has held it in 17 quarters since. The position peaked at $1.42M in Q1 2023. 4,201 funds tracked by Wall St. Rank hold ABBV as of Q2 2026.

CM Wealth Advisors held 4,201 shares of AbbVie worth $1.06M as of Q2 2026.
CM Wealth Advisors bought 296 AbbVie shares in Q2 2026, an estimated $63.7K.
AbbVie made up 0.19% of CM Wealth Advisors's portfolio in Q2 2026, its #46 holding.
CM Wealth Advisors first reported a position in AbbVie in Q2 2022 and has held it in 17 quarters since.
CM Wealth Advisors's AbbVie position peaked at $1.42M in Q1 2023.
4,201 funds tracked by Wall St. Rank held AbbVie as of Q2 2026.

Based on CM Wealth Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.