Evelyn Partners Asset Management’s AbbVie ABBV Stock Holding History

Evelyn Partners Asset 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	$350K	Sell	1,611 -22	-1%	-$4.88K	0.09%	84
2025 Q4	$373K	Buy	1,633 +54	+3%	+$12.3K	0.09%	82
2025 Q3	$366K	Buy	1,579 +91	+6%	+$18.5K	0.08%	82
2025 Q2	$276K	Hold	1,488	–	–	0.07%	86
2025 Q1	$312K	Hold	1,488	–	–	0.09%	81
2024 Q4	$264K	Buy	+1,488	New	+$274K	0.07%	88

Other funds holding ABBV

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Evelyn Partners Asset Management's ABBV Position: Q1 2026 in Review

Evelyn Partners Asset Management reduced its AbbVie (ABBV) stake by 1.3% in Q1 2026, selling an estimated $4.88K and leaving 1,611 shares worth $350K. The position accounts for 0.09% of the portfolio, ranked #84.

Evelyn Partners Asset Management first reported a position in ABBV in Q4 2024 and has held it in 6 quarters since. The position peaked at $373K in Q4 2025. 4,103 funds tracked by Wall St. Rank hold ABBV as of Q1 2026.

Evelyn Partners Asset Management held 1,611 shares of AbbVie worth $350K as of Q1 2026.
Evelyn Partners Asset Management sold 22 AbbVie shares in Q1 2026, an estimated $4.88K.
AbbVie made up 0.09% of Evelyn Partners Asset Management's portfolio in Q1 2026, its #84 holding.
Evelyn Partners Asset Management first reported a position in AbbVie in Q4 2024 and has held it in 6 quarters since.
Evelyn Partners Asset Management's AbbVie position peaked at $373K in Q4 2025.
4,103 funds tracked by Wall St. Rank held AbbVie as of Q1 2026.

Based on Evelyn Partners Asset Management's 13F filing for Q1 2026, filed 15 May 2026.