CFP
ABBV icon

Cypress Financial Planning’s AbbVie ABBV Stock Holding History

Cypress Financial 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
2026
Q2 		$332K Buy
1,318
+3
+0.2% +$645 0.08% 81
2026
Q1 		$286K Buy
1,315
+47
+4% +$10.4K 0.08% 80
2025
Q4 		$291K Buy
1,268
+9
+0.7% +$2.05K 0.08% 91
2025
Q3 		$291K Buy
1,259
+11
+0.9% +$2.24K 0.09% 72
2025
Q2 		$232K Buy
1,248
+16
+1% +$2.97K 0.08% 75
2025
Q1 		$258K Sell
1,232
-50
-4% -$9.72K 0.09% 74
2024
Q4 		$228K Buy
+1,282
New +$236K 0.08% 74

Other funds holding ABBV

LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
HCM
Hamlin Capital Management New York $4.45B AUM 22.95% 1-Year Est. Return
AAMU
AEGON Asset Management (UK) Edinburgh, United Kingdom $9.38B AUM 48.94% 1-Year Est. Return
HPC
HM Payson & Co Portland, Maine $7.54B AUM 31.34% 1-Year Est. Return
CRM
Cardano Risk Management Rotterdam, Netherlands $13B AUM 49.44% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Cypress Financial Planning's ABBV Position: Q2 2026 in Review

Cypress Financial Planning increased its AbbVie (ABBV) stake by 0.23% in Q2 2026, buying an estimated $645 and bringing the position to 1,318 shares worth $332K. The position accounts for 0.08% of the portfolio, ranked #81.

Cypress Financial Planning first reported a position in ABBV in Q4 2024 and has held it in 7 quarters since. 803 funds tracked by Wall St. Rank hold ABBV as of Q2 2026.

  • Cypress Financial Planning held 1,318 shares of AbbVie worth $332K as of Q2 2026.
  • Cypress Financial Planning bought 3 AbbVie shares in Q2 2026, an estimated $645.
  • AbbVie made up 0.08% of Cypress Financial Planning's portfolio in Q2 2026, its #81 holding.
  • Cypress Financial Planning first reported a position in AbbVie in Q4 2024 and has held it in 7 quarters since.
  • 803 funds tracked by Wall St. Rank held AbbVie as of Q2 2026.

Based on Cypress Financial Planning's 13F filing for Q2 2026, filed 9 Jul 2026.