Creative Planning’s AbbVie ABBV Stock Holding History

Creative Planning’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
2023 Q2	–	Sell	-300	Closed	-$11.9K	–	2645
2023 Q1	$11.9K	Buy	+300	New	+$45.9K	﹤0.01%	2456
2021 Q3	–	Sell	-900	Closed	-$29K	–	2112
2021 Q2	$29K	Hold	900	–	–	﹤0.01%	1972
2021 Q1	$26K	Sell	900 -600	-40%	-$64.2K	﹤0.01%	2414
2020 Q4	$47K	Hold	1,500	–	–	﹤0.01%	2107
2020 Q3	$21K	Buy	1,500 +900	+150%	+$84.7K	﹤0.01%	1977
2020 Q2	$17K	Sell	600 -600	-50%	-$52.8K	﹤0.01%	1843
2020 Q1	$18K	Buy	1,200 +600	+100%	+$51.1K	﹤0.01%	1732
2019 Q4	$19K	Hold	600	–	–	﹤0.01%	1879
2019 Q3	$11K	Buy	+600	New	+$41.1K	﹤0.01%	1898
2019 Q2	–	Sell	-100	Closed	-$1K	–	2016
2019 Q1	$1K	Buy	+100	New	+$8.18K	﹤0.01%	1947
2018 Q2	–	Sell	-100	Closed	-$1K	–	2041
2018 Q1	$1K	Buy	+100	New	+$11K	﹤0.01%	2001
2017 Q3	–	Sell	-200	Closed	-$4K	–	1886
2017 Q2	$4K	Sell	200 -500	-71%	-$33.6K	﹤0.01%	4064
2017 Q1	$2K	Buy	700 +500	+250%	+$31.4K	﹤0.01%	4252
2016 Q4	$2K	Buy	+200	New	+$12.2K	﹤0.01%	4229
2015 Q2	–	Sell	-2,300	Closed	-$6K	–	1111
2015 Q1	$6K	Buy	2,300 +2,000	+667%	+$121K	﹤0.01%	3444
2014 Q4	$1K	Buy	+300	New	+$18.9K	﹤0.01%	3937

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

Creative Planning's ABBV Position: Q1 2026 in Review

Creative Planning increased its AbbVie (ABBV) stake by 5.7% in Q1 2026, buying an estimated $13.2M and bringing the position to 1,103,490 shares worth $240M. The position accounts for 0.16% of the portfolio, ranked #67.

Creative Planning first reported a position in ABBV in Q2 2013 and has held it in 52 quarters since. 4,076 funds tracked by Wall St. Rank hold ABBV as of Q1 2026.

Creative Planning held 1,103,490 shares of AbbVie worth $240M as of Q1 2026.
Creative Planning bought 59,677 AbbVie shares in Q1 2026, an estimated $13.2M.
AbbVie made up 0.16% of Creative Planning's portfolio in Q1 2026, its #67 holding.
Creative Planning first reported a position in AbbVie in Q2 2013 and has held it in 52 quarters since.
4,076 funds tracked by Wall St. Rank held AbbVie as of Q1 2026.

Based on Creative Planning's 13F filing for Q1 2026, filed 12 May 2026.