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Concord Wealth Partners’s AbbVie ABBV Stock Holding History

Concord Wealth Partners’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 		$1.96M Buy
7,796
+56
+0.7% +$12K 0.22% 97
2026
Q1 		$1.68M Buy
7,740
+351
+5% +$77.9K 0.22% 100
2025
Q4 		$1.69M Buy
7,389
+64
+0.9% +$14.6K 0.22% 101
2025
Q3 		$1.7M Sell
7,325
-434
-6% -$88.4K 0.23% 98
2025
Q2 		$1.44M Buy
7,759
+91
+1% +$16.9K 0.21% 105
2025
Q1 		$1.61M Sell
7,668
-21,812
-74% -$4.24M 0.26% 91
2024
Q4 		$5.24M Buy
29,480
+2,408
+9% +$443K 0.86% 26
2024
Q3 		$5.35M Buy
27,072
+1,369
+5% +$256K 0.89% 27
2024
Q2 		$4.41M Buy
25,703
+2,838
+12% +$470K 0.78% 31
2024
Q1 		$4.16M Buy
22,865
+3,228
+16% +$556K 0.75% 34
2023
Q4 		$3.04M Buy
19,637
+5,869
+43% +$856K 0.61% 40
2023
Q3 		$2.05M Buy
13,768
+3,198
+30% +$469K 0.44% 42
2023
Q2 		$1.42M Buy
10,570
+4,650
+79% +$682K 0.31% 53
2023
Q1 		$944K Buy
5,920
+4,066
+219% +$622K 0.27% 49
2022
Q4 		$300K Sell
1,854
-1,025
-36% -$157K 0.09% 122
2022
Q3 		$386K Sell
2,879
-378
-12% -$54.2K 0.12% 109
2022
Q2 		$499K Buy
3,257
+577
+22% +$88.2K 0.14% 98
2022
Q1 		$434K Buy
2,680
+308
+13% +$44.7K 0.11% 113
2021
Q4 		$321K Buy
2,372
+1,437
+154% +$170K 0.08% 138
2021
Q3 		$101K Sell
935
-638
-41% -$72.9K 0.04% 135
2021
Q2 		$177K Sell
1,573
-345
-18% -$38.9K 0.05% 150
2021
Q1 		$208K Sell
1,918
-142
-7% -$15.2K 0.07% 127
2020
Q4 		$221K Buy
+2,060
New +$198K 0.17% 66

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

Concord Wealth Partners's ABBV Position: Q2 2026 in Review

Concord Wealth Partners increased its AbbVie (ABBV) stake by 0.72% in Q2 2026, buying an estimated $12K and bringing the position to 7,796 shares worth $1.96M. The position accounts for 0.22% of the portfolio, ranked #97.

Concord Wealth Partners first reported a position in ABBV in Q4 2020 and has held it in 23 quarters since. The position peaked at $5.35M in Q3 2024. 4,201 funds tracked by Wall St. Rank hold ABBV as of Q2 2026.

  • Concord Wealth Partners held 7,796 shares of AbbVie worth $1.96M as of Q2 2026.
  • Concord Wealth Partners bought 56 AbbVie shares in Q2 2026, an estimated $12K.
  • AbbVie made up 0.22% of Concord Wealth Partners's portfolio in Q2 2026, its #97 holding.
  • Concord Wealth Partners first reported a position in AbbVie in Q4 2020 and has held it in 23 quarters since.
  • Concord Wealth Partners's AbbVie position peaked at $5.35M in Q3 2024.
  • 4,201 funds tracked by Wall St. Rank held AbbVie as of Q2 2026.

Based on Concord Wealth Partners's 13F filing for Q2 2026, filed 27 Jul 2026.