Essex Financial Services’s AbbVie ABBV Stock Holding History

Essex Financial Services’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	$8.16M	Buy	37,512 +18	+0%	+$3.99K	0.46%	48
2025 Q4	$8.57M	Buy	37,494 +182	+0.5%	+$41.5K	0.49%	43
2025 Q3	$8.64M	Sell	37,312 -154	-0.4%	-$31.4K	0.52%	41
2025 Q2	$6.95M	Sell	37,466 -263	-0.7%	-$48.9K	0.46%	46
2025 Q1	$7.9M	Sell	37,729 -986	-3%	-$192K	0.57%	37
2024 Q4	$6.88M	Buy	38,715 +1,011	+3%	+$186K	0.49%	41
2024 Q3	$7.12M	Sell	37,704 -183	-0.5%	-$34.2K	0.51%	39
2024 Q2	$7.21M	Buy	37,887 +7,813	+26%	+$1.29M	0.54%	40
2024 Q1	$5.48M	Buy	30,074 +1,326	+5%	+$229K	0.51%	46
2023 Q4	$4.46M	Buy	28,748 +22	+0.1%	+$3.21K	0.46%	53
2023 Q3	$4.28M	Buy	28,726 +161	+0.6%	+$23.6K	0.5%	45
2023 Q2	$3.85M	Sell	28,565 -3,144	-10%	-$461K	0.44%	55
2023 Q1	$5.05M	Sell	31,709 -6,207	-16%	-$949K	0.53%	48
2022 Q4	$6.13M	Sell	37,916 -158	-0.4%	-$24.2K	0.65%	33
2022 Q3	$5.11M	Buy	38,074 +2,143	+6%	+$308K	0.61%	40
2022 Q2	$5.5M	Buy	35,931 +255	+0.7%	+$39K	0.61%	40
2022 Q1	$5.78M	Buy	35,676 +302	+0.9%	+$43.9K	0.55%	44
2021 Q4	$4.79M	Sell	35,374 -3,547	-9%	-$419K	0.47%	50
2021 Q3	$4.13M	Buy	38,921 +11,969	+44%	+$1.37M	0.47%	49
2021 Q2	$2.92M	Hold	26,952	–	–	0.42%	52
2021 Q1	$2.92M	Sell	26,952 -1,009	-4%	-$108K	0.52%	47
2020 Q4	$3M	Buy	27,961 +1,680	+6%	+$161K	0.59%	42
2020 Q3	$2.35M	Buy	26,281 +746	+3%	+$70.2K	0.58%	46
2020 Q2	$2.51M	Sell	25,535 -230	-0.9%	-$20.3K	0.77%	35
2020 Q1	$1.96M	Sell	25,765 -3,589	-12%	-$306K	0.7%	39
2019 Q4	$2.6M	Buy	29,354 +1,296	+5%	+$108K	0.72%	39
2019 Q3	$2.13M	Sell	28,058 -518	-2%	-$35.5K	0.69%	42
2019 Q2	$2.08M	Buy	28,576 +120	+0.4%	+$9.43K	0.61%	48
2019 Q1	$2.29M	Sell	28,456 -523	-2%	-$42.8K	0.69%	42
2018 Q4	$2.67M	Sell	28,979 -7,637	-21%	-$672K	0.82%	31
2018 Q3	$3.46M	Buy	36,616 +308	+0.8%	+$29.2K	0.76%	37
2018 Q2	$3.36M	Sell	36,308 -408	-1%	-$39.8K	0.81%	33
2018 Q1	$3.48M	Buy	36,716 +289	+0.8%	+$31.7K	0.68%	40
2017 Q4	$3.52M	Sell	36,427 -241	-0.7%	-$22.7K	0.84%	35
2017 Q3	$3.26M	Buy	36,668 +184	+0.5%	+$14K	0.8%	37
2017 Q2	$2.65M	Sell	36,484 -575	-2%	-$38.7K	0.56%	48
2017 Q1	$2.42M	Buy	37,059 +3,531	+11%	+$222K	0.55%	47
2016 Q4	$2.1M	Buy	33,528 +1,038	+3%	+$63.4K	0.45%	61
2016 Q3	$2.05M	Buy	32,490 +219	+0.7%	+$14.2K	0.49%	54
2016 Q2	$2M	Buy	32,271 +776	+2%	+$47.3K	0.48%	55
2016 Q1	$1.8M	Sell	31,495 -848	-3%	-$47.3K	0.45%	61
2015 Q4	$1.92M	Sell	32,343 -2,733	-8%	-$157K	0.46%	59
2015 Q3	$1.91M	Sell	35,076 -187	-0.5%	-$12.2K	0.5%	53
2015 Q2	$2.37M	Buy	35,263 +798	+2%	+$52.1K	0.61%	45
2015 Q1	$2.02M	Buy	34,465 +545	+2%	+$32.9K	0.52%	53
2014 Q4	$2.22M	Buy	33,920 +424	+1%	+$26.7K	0.58%	44
2014 Q3	$1.94M	Sell	33,496 -196	-0.6%	-$10.9K	0.58%	42
2014 Q2	$1.9M	Buy	33,692 +204	+0.6%	+$10.7K	0.57%	40
2014 Q1	$1.72M	Buy	33,488 +3,949	+13%	+$200K	0.56%	40
2013 Q4	$1.56M	Sell	29,539 -2,189	-7%	-$108K	0.53%	45
2013 Q3	$1.42K	Sell	31,728 -3,587	-10%	-$159K	0.45%	43
2013 Q2	$1.46M	Buy	+35,315	New	+$1.54M	0.51%	43

Other funds holding ABBV

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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 Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Essex Financial Services's ABBV Position: Q1 2026 in Review

Essex Financial Services increased its AbbVie (ABBV) stake by 0.05% in Q1 2026, buying an estimated $3.99K and bringing the position to 37,512 shares worth $8.16M. The position accounts for 0.46% of the portfolio, ranked #48.

Essex Financial Services first reported a position in ABBV in Q2 2013 and has held it in 52 quarters since. The position peaked at $8.64M in Q3 2025. 4,077 funds tracked by Wall St. Rank hold ABBV as of Q1 2026.

Essex Financial Services held 37,512 shares of AbbVie worth $8.16M as of Q1 2026.
Essex Financial Services bought 18 AbbVie shares in Q1 2026, an estimated $3.99K.
AbbVie made up 0.46% of Essex Financial Services's portfolio in Q1 2026, its #48 holding.
Essex Financial Services first reported a position in AbbVie in Q2 2013 and has held it in 52 quarters since.
Essex Financial Services's AbbVie position peaked at $8.64M in Q3 2025.
4,077 funds tracked by Wall St. Rank held AbbVie as of Q1 2026.

Based on Essex Financial Services's 13F filing for Q1 2026, filed 24 Apr 2026.