Evergreen Wealth Solutions’s AbbVie ABBV Stock Holding History

Evergreen Wealth Solutions’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	$4.41M	Buy	20,274 +10,210	+101%	+$2.26M	0.31%	62
2025 Q4	$2.3M	Buy	10,064 +6,439	+178%	+$1.47M	0.32%	45
2025 Q3	$839K	Sell	3,625 -422	-10%	-$85.9K	0.47%	43
2025 Q2	$751K	Buy	4,047 +416	+11%	+$77.3K	0.45%	43
2025 Q1	$761K	Sell	3,631 -232	-6%	-$45.1K	0.51%	37
2024 Q4	$687K	Buy	3,863 +73	+2%	+$13.4K	0.48%	41
2024 Q3	$749K	Sell	3,790 -994	-21%	-$186K	0.51%	35
2024 Q2	$821K	Buy	+4,784	New	+$792K	0.58%	33
2022 Q3	–	Sell	-1,309	Closed	-$200K	–	94
2022 Q2	$200K	Buy	+1,309	New	+$200K	0.25%	96

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

Evergreen Wealth Solutions's ABBV Position: Q1 2026 in Review

Evergreen Wealth Solutions increased its AbbVie (ABBV) stake by 101% in Q1 2026, buying an estimated $2.26M and bringing the position to 20,274 shares worth $4.41M. The position accounts for 0.31% of the portfolio, ranked #62.

Evergreen Wealth Solutions first reported a position in ABBV in Q2 2022 and has held it in 9 quarters since. 4,080 funds tracked by Wall St. Rank hold ABBV as of Q1 2026.

Evergreen Wealth Solutions held 20,274 shares of AbbVie worth $4.41M as of Q1 2026.
Evergreen Wealth Solutions bought 10,210 AbbVie shares in Q1 2026, an estimated $2.26M.
AbbVie made up 0.31% of Evergreen Wealth Solutions's portfolio in Q1 2026, its #62 holding.
Evergreen Wealth Solutions first reported a position in AbbVie in Q2 2022 and has held it in 9 quarters since.
4,080 funds tracked by Wall St. Rank held AbbVie as of Q1 2026.

Based on Evergreen Wealth Solutions's 13F filing for Q1 2026, filed 15 May 2026.