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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
2020
Q4 		– Sell
-8,078
Closed -$708K – 290
2020
Q3 		$708K Buy
+8,078
New +$761K 0.18% 100

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. 1,290 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.
  • 1,290 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.