Concurrent Investment Advisors’s AbbVie ABBV Stock Holding History

Concurrent Investment 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 Q1	$33.9M	Sell	156,097 -1,434	-0.9%	-$318K	0.37%	49
2025 Q4	$36M	Buy	157,531 +45,422	+41%	+$10.3M	0.41%	44
2025 Q3	$26M	Buy	112,109 +10,201	+10%	+$2.08M	0.45%	45
2025 Q2	$18.9M	Buy	101,908 +8,135	+9%	+$1.51M	0.37%	54
2025 Q1	$19.6M	Buy	93,773 +19,660	+27%	+$3.82M	0.48%	41
2024 Q4	$13.2M	Buy	74,113 +4,980	+7%	+$916K	0.35%	60
2024 Q3	$13.7M	Buy	69,133 +1,754	+3%	+$327K	0.4%	54
2024 Q2	$11.6M	Buy	67,379 +18,576	+38%	+$3.08M	0.38%	58
2024 Q1	$8.89M	Buy	48,803 +3,727	+8%	+$642K	0.36%	63
2023 Q4	$6.99M	Buy	+45,076	New	+$6.57M	0.33%	72

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

Concurrent Investment Advisors's ABBV Position: Q1 2026 in Review

Concurrent Investment Advisors reduced its AbbVie (ABBV) stake by 0.91% in Q1 2026, selling an estimated $318K and leaving 156,097 shares worth $33.9M. The position accounts for 0.37% of the portfolio, ranked #49.

Concurrent Investment Advisors first reported a position in ABBV in Q4 2023 and has held it in 10 quarters since. The position peaked at $36M in Q4 2025. 4,077 funds tracked by Wall St. Rank hold ABBV as of Q1 2026.

Concurrent Investment Advisors held 156,097 shares of AbbVie worth $33.9M as of Q1 2026.
Concurrent Investment Advisors sold 1,434 AbbVie shares in Q1 2026, an estimated $318K.
AbbVie made up 0.37% of Concurrent Investment Advisors's portfolio in Q1 2026, its #49 holding.
Concurrent Investment Advisors first reported a position in AbbVie in Q4 2023 and has held it in 10 quarters since.
Concurrent Investment Advisors's AbbVie position peaked at $36M in Q4 2025.
4,077 funds tracked by Wall St. Rank held AbbVie as of Q1 2026.

Based on Concurrent Investment Advisors's 13F filing for Q1 2026, filed 21 Apr 2026.