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Donalies Financial Planning’s AbbVie ABBV Stock Holding History

Donalies 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
2026
Q2 		$649K Buy
2,580
+12
+0.5% +$2.58K 0.48% 42
2026
Q1 		$559K Buy
2,568
+885
+53% +$196K 0.48% 38
2025
Q4 		$384K Buy
+1,683
New +$383K 0.33% 48

Other funds holding ABBV

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Donalies Financial Planning's ABBV Position: Q2 2026 in Review

Donalies Financial Planning increased its AbbVie (ABBV) stake by 0.47% in Q2 2026, buying an estimated $2.58K and bringing the position to 2,580 shares worth $649K. The position accounts for 0.48% of the portfolio, ranked #42.

Donalies Financial Planning first reported a position in ABBV in Q4 2025 and has held it in 3 quarters since. 4,201 funds tracked by Wall St. Rank hold ABBV as of Q2 2026.

  • Donalies Financial Planning held 2,580 shares of AbbVie worth $649K as of Q2 2026.
  • Donalies Financial Planning bought 12 AbbVie shares in Q2 2026, an estimated $2.58K.
  • AbbVie made up 0.48% of Donalies Financial Planning's portfolio in Q2 2026, its #42 holding.
  • Donalies Financial Planning first reported a position in AbbVie in Q4 2025 and has held it in 3 quarters since.
  • 4,201 funds tracked by Wall St. Rank held AbbVie as of Q2 2026.

Based on Donalies Financial Planning's 13F filing for Q2 2026, filed 6 Aug 2026.