Evelyn Partners Investment Management Services’s AbbVie ABBV Stock Holding History

Evelyn Partners Investment Management 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	$524K	Hold	2,410	–	–	0.06%	100
2025 Q4	$551K	Sell	2,410 -1,252	-34%	-$285K	0.07%	99
2025 Q3	$848K	Buy	3,662 +690	+23%	+$141K	0.11%	89
2025 Q2	$552K	Hold	2,972	–	–	0.08%	96
2025 Q1	$623K	Hold	2,972	–	–	0.1%	89
2024 Q4	$528K	Buy	+2,972	New	+$546K	0.09%	90

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

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

Evelyn Partners Investment Management Services held its AbbVie (ABBV) position steady in Q1 2026 at 2,410 shares worth $524K. The position accounts for 0.06% of the portfolio, ranked #100.

Evelyn Partners Investment Management Services first reported a position in ABBV in Q4 2024 and has held it in 6 quarters since. The position peaked at $848K in Q3 2025. 4,081 funds tracked by Wall St. Rank hold ABBV as of Q1 2026.

Evelyn Partners Investment Management Services held 2,410 shares of AbbVie worth $524K as of Q1 2026.
Evelyn Partners Investment Management Services left its AbbVie share count unchanged in Q1 2026.
AbbVie made up 0.06% of Evelyn Partners Investment Management Services's portfolio in Q1 2026, its #100 holding.
Evelyn Partners Investment Management Services first reported a position in AbbVie in Q4 2024 and has held it in 6 quarters since.
Evelyn Partners Investment Management Services's AbbVie position peaked at $848K in Q3 2025.
4,081 funds tracked by Wall St. Rank held AbbVie as of Q1 2026.

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