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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 		$5.15M Sell
23,700
-25,700
-52% -$5.7M 0.06% 350
2025
Q4 		$11.3M Buy
49,400
+25,700
+108% +$5.85M 0.13% 165
2025
Q3 		$5.49M Buy
23,700
+13,400
+130% +$2.73M 0.09% 222
2025
Q2 		$1.91M Buy
+10,300
New +$1.91M 0.04% 441

Other funds holding ABBV

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
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
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Fidelity Investments
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.