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David Wealth Management’s AbbVie ABBV Stock Holding History

David Wealth Management’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
Q2 		$211K Buy
1,138
+15
+1% +$2.79K 0.16% 53
2025
Q1 		$235K Buy
+1,123
New +$218K 0.2% 44

Other funds holding ABBV

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

David Wealth Management's ABBV Position: Q2 2025 in Review

David Wealth Management increased its AbbVie (ABBV) stake by 1.3% in Q2 2025, buying an estimated $2.79K and bringing the position to 1,138 shares worth $211K. The position accounts for 0.16% of the portfolio, ranked #53.

David Wealth Management first reported a position in ABBV in Q1 2025 and has held it in 2 quarters since. The position peaked at $235K in Q1 2025. 3,787 funds tracked by Wall St. Rank hold ABBV as of Q2 2025.

  • David Wealth Management held 1,138 shares of AbbVie worth $211K as of Q2 2025.
  • David Wealth Management bought 15 AbbVie shares in Q2 2025, an estimated $2.79K.
  • AbbVie made up 0.16% of David Wealth Management's portfolio in Q2 2025, its #53 holding.
  • David Wealth Management first reported a position in AbbVie in Q1 2025 and has held it in 2 quarters since.
  • David Wealth Management's AbbVie position peaked at $235K in Q1 2025.
  • 3,787 funds tracked by Wall St. Rank held AbbVie as of Q2 2025.

Based on David Wealth Management's 13F filing for Q2 2025, filed 22 Jul 2025.