Consilium Wealth Advisory’s AbbVie ABBV Stock Holding History

Consilium Wealth Advisory’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	$654K	Buy	3,008 +1,008	+50%	+$224K	0.22%	66
2025 Q4	$457K	Hold	2,000	–	–	0.17%	70
2025 Q3	$463K	Hold	2,000	–	–	0.18%	72
2025 Q2	$371K	Sell	2,000 -112	-5%	-$20.8K	0.16%	75
2025 Q1	$442K	Sell	2,112 -3,163	-60%	-$615K	0.22%	67
2024 Q4	$937K	Sell	5,275 -2,126	-29%	-$391K	0.45%	41
2024 Q3	$1.46M	Buy	7,401 +5,401	+270%	+$1.01M	0.8%	27
2024 Q2	$343K	Hold	2,000	–	–	0.19%	66
2024 Q1	$364K	Sell	2,000 -1,261	-39%	-$217K	0.2%	66
2023 Q4	$505K	Sell	3,261 -4,209	-56%	-$614K	0.3%	57
2023 Q3	$1.11M	Buy	7,470 +2,854	+62%	+$419K	0.78%	27
2023 Q2	$622K	Buy	4,616 +1,174	+34%	+$172K	0.43%	47
2023 Q1	$549K	Sell	3,442 -377	-10%	-$57.6K	0.47%	45
2022 Q4	$617K	Buy	3,819 +498	+15%	+$76.4K	0.53%	44
2022 Q3	$446K	Buy	3,321 +1,315	+66%	+$189K	0.5%	48
2022 Q2	$307K	Sell	2,006 -220	-10%	-$33.6K	0.33%	61
2022 Q1	$361K	Buy	2,226 +226	+11%	+$32.8K	0.26%	65
2021 Q4	$271K	Buy	+2,000	New	+$236K	0.18%	78

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

Consilium Wealth Advisory's ABBV Position: Q1 2026 in Review

Consilium Wealth Advisory increased its AbbVie (ABBV) stake by 50% in Q1 2026, buying an estimated $224K and bringing the position to 3,008 shares worth $654K. The position accounts for 0.22% of the portfolio, ranked #66.

Consilium Wealth Advisory first reported a position in ABBV in Q4 2021 and has held it in 18 quarters since. The position peaked at $1.46M in Q3 2024. 4,081 funds tracked by Wall St. Rank hold ABBV as of Q1 2026.

Consilium Wealth Advisory held 3,008 shares of AbbVie worth $654K as of Q1 2026.
Consilium Wealth Advisory bought 1,008 AbbVie shares in Q1 2026, an estimated $224K.
AbbVie made up 0.22% of Consilium Wealth Advisory's portfolio in Q1 2026, its #66 holding.
Consilium Wealth Advisory first reported a position in AbbVie in Q4 2021 and has held it in 18 quarters since.
Consilium Wealth Advisory's AbbVie position peaked at $1.46M in Q3 2024.
4,081 funds tracked by Wall St. Rank held AbbVie as of Q1 2026.

Based on Consilium Wealth Advisory's 13F filing for Q1 2026, filed 20 Apr 2026.