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Delap Wealth Advisory’s AbbVie ABBV Stock Holding History

Delap Wealth Advisory’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 		– Sell
-1,073
Closed -$245K – 87
2025
Q4 		$245K Buy
+1,073
New +$244K 0.09% 86
2024
Q2 		– Sell
-3,100
Closed -$565K – 120
2024
Q1 		$565K Buy
+3,100
New +$534K 0.23% 66

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

Delap Wealth Advisory's ABBV Position: Q1 2026 in Review

Delap Wealth Advisory sold out of AbbVie (ABBV) in Q1 2026, closing a stake of 1,073 shares — an estimated $245K sold.

Delap Wealth Advisory first reported a position in ABBV in Q1 2024 and held it in 2 quarters. The position peaked at $565K in Q1 2024. 4,080 funds tracked by Wall St. Rank hold ABBV as of Q1 2026.

  • Delap Wealth Advisory reported no remaining AbbVie position as of Q1 2026 after selling out during the quarter.
  • Delap Wealth Advisory sold 1,073 AbbVie shares in Q1 2026, an estimated $245K.
  • Delap Wealth Advisory first reported a position in AbbVie in Q1 2024 and held it in 2 quarters.
  • Delap Wealth Advisory's AbbVie position peaked at $565K in Q1 2024.
  • 4,080 funds tracked by Wall St. Rank held AbbVie as of Q1 2026.

Based on Delap Wealth Advisory's 13F filing for Q1 2026, filed 21 Apr 2026.