Consilium Wealth Advisory
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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
Q3 		$1.72M Buy
6,560
+411
+7% +$105K 0.51% 39
2026
Q2 		$1.55M Buy
6,149
+3,141
+104% +$676K 0.46% 40
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

Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $91.6B AUM 30% 1-Year Est. Return

Consilium Wealth Advisory's ABBV Position: Q3 2026 in Review

Consilium Wealth Advisory increased its AbbVie (ABBV) stake by 6.7% in Q3 2026, buying an estimated $105K and bringing the position to 6,560 shares worth $1.72M. The position accounts for 0.51% of the portfolio, ranked #39.

Consilium Wealth Advisory first reported a position in ABBV in Q4 2021 and has held it in 20 quarters since. 2,418 funds tracked by Wall St. Rank hold ABBV as of Q3 2026.

  • Consilium Wealth Advisory held 6,560 shares of AbbVie worth $1.72M as of Q3 2026.
  • Consilium Wealth Advisory bought 411 AbbVie shares in Q3 2026, an estimated $105K.
  • AbbVie made up 0.51% of Consilium Wealth Advisory's portfolio in Q3 2026, its #39 holding.
  • Consilium Wealth Advisory first reported a position in AbbVie in Q4 2021 and has held it in 20 quarters since.
  • 2,418 funds tracked by Wall St. Rank held AbbVie as of Q3 2026.

Based on Consilium Wealth Advisory's 13F filing for Q3 2026, filed 14 Oct 2026.