DFP
ABBV icon

Defined Financial Planning’s AbbVie ABBV Stock Holding History

Defined 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
2025
Q3 		$245K Buy
+1,059
New +$216K 0.2% 56
2025
Q1 		– Sell
-2,300
Closed -$409K – 78
2024
Q4 		$409K Buy
+2,300
New +$423K 0.44% 33

Other funds holding ABBV

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Defined Financial Planning's ABBV Position: Q3 2025 in Review

Defined Financial Planning opened a new position in AbbVie (ABBV) in Q3 2025: 1,059 shares worth $245K. The stake represents 0.2% of the portfolio and ranks #56 among its holdings. This is a return to the name: Defined Financial Planning previously reported a position in ABBV as recently as Q4 2024.

Defined Financial Planning first reported a position in ABBV in Q4 2024 and has held it in 2 quarters since. The position peaked at $409K in Q4 2024. 3,905 funds tracked by Wall St. Rank hold ABBV as of Q3 2025.

  • Defined Financial Planning held 1,059 shares of AbbVie worth $245K as of Q3 2025.
  • AbbVie was a new Defined Financial Planning position in Q3 2025.
  • AbbVie made up 0.2% of Defined Financial Planning's portfolio in Q3 2025, its #56 holding.
  • Defined Financial Planning first reported a position in AbbVie in Q4 2024 and has held it in 2 quarters since.
  • Defined Financial Planning's AbbVie position peaked at $409K in Q4 2024.
  • 3,905 funds tracked by Wall St. Rank held AbbVie as of Q3 2025.

Based on Defined Financial Planning's 13F filing for Q3 2025, filed 15 Oct 2025.