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Defined Wealth Management’s AbbVie ABBV Stock Holding History

Defined 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
2026
Q1 		$409K Sell
1,880
-44
-2% -$9.76K 0.24% 82
2025
Q4 		$440K Buy
1,924
+24
+1% +$5.47K 0.25% 79
2025
Q3 		$440K Buy
1,900
+59
+3% +$12K 0.26% 80
2025
Q2 		$342K Buy
1,841
+367
+25% +$68.2K 0.21% 90
2025
Q1 		$309K Sell
1,474
-97
-6% -$18.9K 0.21% 92
2024
Q4 		$279K Buy
1,571
+31
+2% +$5.7K 0.18% 98
2024
Q3 		$304K Sell
1,540
-30
-2% -$5.6K 0.2% 97
2024
Q2 		$269K Buy
1,570
+28
+2% +$4.64K 0.19% 98
2024
Q1 		$281K Buy
1,542
+30
+2% +$5.17K 0.2% 95
2023
Q4 		$234K Sell
1,512
-16
-1% -$2.33K 0.18% 96
2023
Q3 		$228K Buy
+1,528
New +$224K 0.19% 95
2023
Q2 		– Sell
-1,467
Closed -$234K – 99
2023
Q1 		$234K Hold
1,467
– – 0.22% 93
2022
Q4 		$237K Buy
+1,467
New +$225K 0.22% 97
2022
Q3 		– Sell
-1,467
Closed -$225K – 92
2022
Q2 		$225K Hold
1,467
– – 0.23% 86
2022
Q1 		$238K Buy
+1,467
New +$213K 0.21% 90
2021
Q1 		– Sell
-1,399
Closed -$150K – 96
2020
Q4 		$150K Buy
+1,399
New +$134K 0.15% 100

Other funds holding ABBV

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
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
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Defined Wealth Management's ABBV Position: Q1 2026 in Review

Defined Wealth Management reduced its AbbVie (ABBV) stake by 2.3% in Q1 2026, selling an estimated $9.76K and leaving 1,880 shares worth $409K. The position accounts for 0.24% of the portfolio, ranked #82.

Defined Wealth Management first reported a position in ABBV in Q4 2020 and has held it in 16 quarters since. The position peaked at $440K in Q3 2025. 4,075 funds tracked by Wall St. Rank hold ABBV as of Q1 2026.

  • Defined Wealth Management held 1,880 shares of AbbVie worth $409K as of Q1 2026.
  • Defined Wealth Management sold 44 AbbVie shares in Q1 2026, an estimated $9.76K.
  • AbbVie made up 0.24% of Defined Wealth Management's portfolio in Q1 2026, its #82 holding.
  • Defined Wealth Management first reported a position in AbbVie in Q4 2020 and has held it in 16 quarters since.
  • Defined Wealth Management's AbbVie position peaked at $440K in Q3 2025.
  • 4,075 funds tracked by Wall St. Rank held AbbVie as of Q1 2026.

Based on Defined Wealth Management's 13F filing for Q1 2026, filed 17 Apr 2026.