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Cypress Wealth Services’s AbbVie ABBV Stock Holding History

Cypress Wealth Services’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 		$1.19M Buy
4,720
+86
+2% +$18.5K 0.15% 115
2026
Q1 		$1.01M Buy
4,634
+22
+0.5% +$4.88K 0.14% 121
2025
Q4 		$1.05M Buy
4,612
+2,122
+85% +$483K 0.15% 112
2025
Q3 		$576K Sell
2,490
-274
-10% -$55.8K 0.09% 163
2025
Q2 		$513K Sell
2,764
-78
-3% -$14.5K 0.09% 170
2025
Q1 		$596K Buy
2,842
+51
+2% +$9.91K 0.12% 136
2024
Q4 		$496K Buy
2,791
+53
+2% +$9.74K 0.1% 156
2024
Q3 		$541K Buy
2,738
+156
+6% +$29.1K 0.11% 143
2024
Q2 		$443K Buy
2,582
+98
+4% +$16.2K 0.1% 157
2024
Q1 		$452K Buy
2,484
+874
+54% +$151K 0.11% 152
2023
Q4 		$250K Buy
1,610
+1
+0.1% +$146 0.06% 205
2023
Q3 		$240K Buy
1,609
+11
+0.7% +$1.61K 0.07% 205
2023
Q2 		$215K Buy
+1,598
New +$234K 0.06% 224
2021
Q3 		– Sell
-6,679
Closed -$752K – 229
2021
Q2 		$752K Sell
6,679
-836
-11% -$94.2K 0.21% 90
2021
Q1 		$813K Sell
7,515
-68
-0.9% -$7.27K 0.17% 102
2020
Q4 		$813K Buy
+7,583
New +$729K 0.18% 93
2020
Q3 		– Sell
-32,927
Closed -$3.1M – 267
2020
Q2 		$3.23M Buy
32,927
+910
+3% +$80.1K 0.77% 41
2020
Q1 		$2.44M Buy
32,017
+254
+0.8% +$21.6K 0.72% 44
2019
Q4 		$2.81M Buy
31,763
+62
+0.2% +$5.15K 0.71% 44
2019
Q3 		$2.4M Buy
31,701
+163
+0.5% +$11.2K 0.66% 49
2019
Q2 		$2.29M Buy
31,538
+1,429
+5% +$112K 0.66% 48
2019
Q1 		$2.43M Buy
30,109
+574
+2% +$47K 0.77% 41
2018
Q4 		$2.72M Buy
29,535
+239
+0.8% +$21K 1.08% 27
2018
Q3 		$2.77M Sell
29,296
-2
-0% -$190 0.99% 28
2018
Q2 		$2.71M Buy
29,298
+2,609
+10% +$255K 1.03% 28
2018
Q1 		$2.53M Buy
26,689
+2
+0% +$220 1.08% 28
2017
Q4 		$2.58M Buy
+26,687
New +$2.52M 1.07% 29

Other funds holding ABBV

LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
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
ATO
Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 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
FWCM
Ferguson Wellman Capital Management Portland, Oregon $8.19B AUM 30.56% 1-Year Est. Return

Cypress Wealth Services's ABBV Position: Q2 2026 in Review

Cypress Wealth Services increased its AbbVie (ABBV) stake by 1.9% in Q2 2026, buying an estimated $18.5K and bringing the position to 4,720 shares worth $1.19M. The position accounts for 0.15% of the portfolio, ranked #115.

Cypress Wealth Services first reported a position in ABBV in Q4 2017 and has held it in 27 quarters since. The position peaked at $3.23M in Q2 2020. 1,264 funds tracked by Wall St. Rank hold ABBV as of Q2 2026.

  • Cypress Wealth Services held 4,720 shares of AbbVie worth $1.19M as of Q2 2026.
  • Cypress Wealth Services bought 86 AbbVie shares in Q2 2026, an estimated $18.5K.
  • AbbVie made up 0.15% of Cypress Wealth Services's portfolio in Q2 2026, its #115 holding.
  • Cypress Wealth Services first reported a position in AbbVie in Q4 2017 and has held it in 27 quarters since.
  • Cypress Wealth Services's AbbVie position peaked at $3.23M in Q2 2020.
  • 1,264 funds tracked by Wall St. Rank held AbbVie as of Q2 2026.

Based on Cypress Wealth Services's 13F filing for Q2 2026, filed 13 Jul 2026.