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Copia Wealth Management’s AbbVie ABBV Stock Holding History

Copia Wealth Management’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 		$113K Buy
448
+100
+29% +$21.5K 0.07% 145
2026
Q1 		$75.7K Hold
348
– – 0.05% 157
2025
Q4 		$79.5K Sell
348
-20
-5% -$4.56K 0.06% 161
2025
Q3 		$85.2K Buy
368
+260
+241% +$52.9K 0.06% 146
2025
Q2 		$20K Buy
108
+10
+10% +$1.86K 0.02% 240
2025
Q1 		$20.5K Hold
98
– – 0.02% 222
2024
Q4 		$17.4K Buy
+98
New +$18K 0.02% 223

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

Copia Wealth Management's ABBV Position: Q2 2026 in Review

Copia Wealth Management increased its AbbVie (ABBV) stake by 29% in Q2 2026, buying an estimated $21.5K and bringing the position to 448 shares worth $113K. The position accounts for 0.07% of the portfolio, ranked #145.

Copia Wealth Management first reported a position in ABBV in Q4 2024 and has held it in 7 quarters since. 4,224 funds tracked by Wall St. Rank hold ABBV as of Q2 2026.

  • Copia Wealth Management held 448 shares of AbbVie worth $113K as of Q2 2026.
  • Copia Wealth Management bought 100 AbbVie shares in Q2 2026, an estimated $21.5K.
  • AbbVie made up 0.07% of Copia Wealth Management's portfolio in Q2 2026, its #145 holding.
  • Copia Wealth Management first reported a position in AbbVie in Q4 2024 and has held it in 7 quarters since.
  • 4,224 funds tracked by Wall St. Rank held AbbVie as of Q2 2026.

Based on Copia Wealth Management's 13F filing for Q2 2026, filed 18 Aug 2026.