Comprehensive Financial Planning’s AbbVie ABBV Stock Holding History

Comprehensive 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 Q1	$75.3K	Sell	346 -200	-37%	-$44.4K	0.05%	137
2025 Q4	$125K	Buy	546 +3	+0.6%	+$683	0.08%	116
2025 Q3	$126K	Buy	543 +4	+0.7%	+$815	0.09%	118
2025 Q2	$100K	Buy	539 +204	+61%	+$37.9K	0.08%	126
2025 Q1	$70.3K	Buy	335 +2	+0.6%	+$389	0.07%	119
2024 Q4	$59.1K	Buy	+333	New	+$61.2K	0.05%	149

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

Comprehensive Financial Planning's ABBV Position: Q1 2026 in Review

Comprehensive Financial Planning reduced its AbbVie (ABBV) stake by 37% in Q1 2026, selling an estimated $44.4K and leaving 346 shares worth $75.3K. The position accounts for 0.05% of the portfolio, ranked #137.

Comprehensive Financial Planning first reported a position in ABBV in Q4 2024 and has held it in 6 quarters since. The position peaked at $126K in Q3 2025. 4,080 funds tracked by Wall St. Rank hold ABBV as of Q1 2026.

Comprehensive Financial Planning held 346 shares of AbbVie worth $75.3K as of Q1 2026.
Comprehensive Financial Planning sold 200 AbbVie shares in Q1 2026, an estimated $44.4K.
AbbVie made up 0.05% of Comprehensive Financial Planning's portfolio in Q1 2026, its #137 holding.
Comprehensive Financial Planning first reported a position in AbbVie in Q4 2024 and has held it in 6 quarters since.
Comprehensive Financial Planning's AbbVie position peaked at $126K in Q3 2025.
4,080 funds tracked by Wall St. Rank held AbbVie as of Q1 2026.

Based on Comprehensive Financial Planning's 13F filing for Q1 2026, filed 7 Apr 2026.