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Evelyn Partners Investment Management’s AbbVie ABBV Stock Holding History

Evelyn Partners Investment 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 		$916K Sell
4,210
-1,063
-20% -$236K 0.02% 134
2025
Q4 		$1.2M Hold
5,273
– – 0.03% 128
2025
Q3 		$1.22M Hold
5,273
– – 0.03% 128
2025
Q2 		$979K Hold
5,273
– – 0.03% 134
2025
Q1 		$1.1M Hold
5,273
– – 0.04% 128
2024
Q4 		$937K Buy
+5,273
New +$969K 0.03% 128

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

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

Evelyn Partners Investment Management reduced its AbbVie (ABBV) stake by 20% in Q1 2026, selling an estimated $236K and leaving 4,210 shares worth $916K. The position accounts for 0.02% of the portfolio, ranked #134.

Evelyn Partners Investment Management first reported a position in ABBV in Q4 2024 and has held it in 6 quarters since. The position peaked at $1.22M in Q3 2025. 4,081 funds tracked by Wall St. Rank hold ABBV as of Q1 2026.

  • Evelyn Partners Investment Management held 4,210 shares of AbbVie worth $916K as of Q1 2026.
  • Evelyn Partners Investment Management sold 1,063 AbbVie shares in Q1 2026, an estimated $236K.
  • AbbVie made up 0.02% of Evelyn Partners Investment Management's portfolio in Q1 2026, its #134 holding.
  • Evelyn Partners Investment Management first reported a position in AbbVie in Q4 2024 and has held it in 6 quarters since.
  • Evelyn Partners Investment Management's AbbVie position peaked at $1.22M in Q3 2025.
  • 4,081 funds tracked by Wall St. Rank held AbbVie as of Q1 2026.

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