Cypress Financial Planning
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
Q3 		$345K Buy
1,320
+2
+0.2% +$513 0.09% 71
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% -$9.7K 0.09% 74
2024
Q4 		$228K Buy
+1,282
New +$236K 0.08% 74

Other funds holding ABBV

BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $704B AUM 26.74% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $474B AUM 32.39% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $824B AUM 37.44% 1-Year Est. Return

Cypress Financial Planning's ABBV Position: Q3 2026 in Review

Cypress Financial Planning increased its AbbVie (ABBV) stake by 0.15% in Q3 2026, buying an estimated $513 and bringing the position to 1,320 shares worth $345K. The position accounts for 0.09% of the portfolio, ranked #71.

Cypress Financial Planning first reported a position in ABBV in Q4 2024 and has held it in 8 quarters since. 3,830 funds tracked by Wall St. Rank hold ABBV as of Q3 2026.

  • Cypress Financial Planning held 1,320 shares of AbbVie worth $345K as of Q3 2026.
  • Cypress Financial Planning bought 2 AbbVie shares in Q3 2026, an estimated $513.
  • AbbVie made up 0.09% of Cypress Financial Planning's portfolio in Q3 2026, its #71 holding.
  • Cypress Financial Planning first reported a position in AbbVie in Q4 2024 and has held it in 8 quarters since.
  • 3,830 funds tracked by Wall St. Rank held AbbVie as of Q3 2026.

Based on Cypress Financial Planning's 13F filing for Q3 2026, filed 9 Oct 2026.