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
2025 Q4	–	Sell	-6,000	Closed	-$1.45K	–	3896
2025 Q3	$1.45K	Hold	6,000	–	–	﹤0.01%	3885
2025 Q2	$15.7K	Buy	+6,000	New	+$1.12M	﹤0.01%	3602
2024 Q3	–	Sell	-7,700	Closed	-$1.51K	–	3187
2024 Q2	$1.51K	Hold	7,700	–	–	﹤0.01%	3050
2024 Q1	$1.38K	Buy	+7,700	New	+$1.33M	﹤0.01%	2899
2023 Q4	–	Sell	-7,700	Closed	-$4.74K	–	2746
2023 Q3	$4.74K	Buy	+7,700	New	+$1.13M	﹤0.01%	2726
2022 Q4	–	Sell	-2,100	Closed	-$3K	–	2489
2022 Q3	$3K	Buy	+2,100	New	+$301K	﹤0.01%	2266
2022 Q2	–	Sell	-2,100	Closed	-$1K	–	2276
2022 Q1	$1K	Buy	+2,100	New	+$305K	﹤0.01%	2313
2018 Q2	–	Sell	-10,000	Closed	-$167K	–	2042
2018 Q1	$167K	Buy	+10,000	New	+$1.1M	﹤0.01%	1656
2015 Q4	–	Sell	-1,000	Closed	-$5K	–	4382
2015 Q3	$5K	Buy	+1,000	New	+$65.1K	﹤0.01%	3577

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.