Evermay Wealth Management’s AbbVie ABBV Stock Holding History

Evermay Wealth 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 Q2	$1.39M	Sell	5,542 -847	-13%	-$182K	0.14%	66
2026 Q1	$1.39M	Sell	6,389 -4	-0.1%	-$887	0.15%	62
2025 Q4	$1.46M	Sell	6,393 -30	-0.5%	-$6.83K	0.16%	58
2025 Q3	$1.49M	Sell	6,423 -146	-2%	-$29.7K	0.17%	57
2025 Q2	$1.22M	Sell	6,569 -472	-7%	-$87.7K	0.15%	69
2025 Q1	$1.48M	Sell	7,041 -441	-6%	-$85.7K	0.19%	51
2024 Q4	$1.33M	Sell	7,482 -52	-0.7%	-$9.56K	0.2%	58
2024 Q3	$1.49M	Sell	7,534 -25	-0.3%	-$4.67K	0.24%	56
2024 Q2	$1.3M	Sell	7,559 -25	-0.3%	-$4.14K	0.21%	63
2024 Q1	$1.38M	Buy	7,584 +118	+2%	+$20.3K	0.21%	61
2023 Q4	$1.16M	Sell	7,466 -121	-2%	-$17.6K	0.21%	52
2023 Q3	$1.13M	Buy	7,587 +58	+0.8%	+$8.52K	0.23%	51
2023 Q2	$1.01M	Sell	7,529 -650	-8%	-$95.3K	0.2%	54
2023 Q1	$1.3M	Sell	8,179 -405	-5%	-$61.9K	0.26%	42
2022 Q4	$1.39M	Sell	8,584 -640	-7%	-$98.1K	0.28%	42
2022 Q3	$1.24M	Sell	9,224 -279	-3%	-$40K	0.25%	44
2022 Q2	$1.46M	Buy	9,503 +205	+2%	+$31.3K	0.28%	42
2022 Q1	$1.51M	Buy	9,298 +309	+3%	+$44.9K	0.25%	47
2021 Q4	$1.22M	Buy	8,989 +250	+3%	+$29.5K	0.22%	42
2021 Q3	$943K	Buy	8,739 +265	+3%	+$30.3K	0.18%	47
2021 Q2	$955K	Hold	8,474	–	–	0.18%	56
2021 Q1	$917K	Sell	8,474 -308	-4%	-$32.9K	0.18%	53
2020 Q4	$941K	Sell	8,782 -340	-4%	-$32.7K	0.21%	49
2020 Q3	$799K	Buy	9,122 +100	+1%	+$9.41K	0.2%	55
2020 Q2	$886K	Sell	9,022 -535	-6%	-$47.1K	0.23%	45
2020 Q1	$728K	Sell	9,557 -671	-7%	-$57.2K	0.22%	49
2019 Q4	$906K	Sell	10,228 -888	-8%	-$73.7K	0.22%	51
2019 Q3	$842K	Sell	11,116 -1,738	-14%	-$119K	0.23%	48
2019 Q2	$935K	Sell	12,854 -1,071	-8%	-$84.2K	0.26%	43
2019 Q1	$1.12M	Sell	13,925 -835	-6%	-$68.3K	0.32%	36
2018 Q4	$1.36M	Sell	14,760 -128	-0.9%	-$11.3K	0.44%	30
2018 Q3	$1.41M	Sell	14,888 -1,202	-7%	-$114K	0.44%	29
2018 Q2	$1.49M	Hold	16,090	–	–	0.5%	25
2018 Q1	$1.52M	Buy	16,090 +4,099	+34%	+$450K	0.52%	24
2017 Q4	$1.16M	Buy	11,991 +3,945	+49%	+$372K	0.42%	30
2017 Q3	$715K	Buy	8,046 +500	+7%	+$38.1K	0.31%	30
2017 Q2	$547K	Hold	7,546	–	–	0.24%	35
2017 Q1	$492K	Buy	7,546 +720	+11%	+$45.3K	0.22%	42
2016 Q4	$427K	Hold	6,826	–	–	0.21%	39
2016 Q3	$431K	Hold	6,826	–	–	0.22%	39
2016 Q2	$423K	Sell	6,826 -1,240	-15%	-$75.6K	0.22%	41
2016 Q1	$461K	Hold	8,066	–	–	0.26%	37
2015 Q4	$478K	Sell	8,066 -1,915	-19%	-$110K	0.28%	31
2015 Q3	$543K	Buy	9,981 +372	+4%	+$24.2K	0.33%	32
2015 Q2	$646K	Sell	9,609 -302	-3%	-$19.7K	0.38%	29
2015 Q1	$580K	Buy	9,911 +1,560	+19%	+$94.2K	0.34%	32
2014 Q4	$546K	Buy	8,351 +586	+8%	+$36.9K	0.35%	34
2014 Q3	$449K	Buy	7,765 +918	+13%	+$51K	0.39%	41
2014 Q2	$386K	Buy	6,847 +1,150	+20%	+$60.3K	0.33%	46
2014 Q1	$293K	Sell	5,697 -507	-8%	-$25.6K	0.31%	50
2013 Q4	$328K	Buy	+6,204	New	+$305K	0.46%	35

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

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

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

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

Norges Bank Oslo, Norway $1T AUM

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

Evermay Wealth Management's ABBV Position: Q2 2026 in Review

Evermay Wealth Management reduced its AbbVie (ABBV) stake by 13% in Q2 2026, selling an estimated $182K and leaving 5,542 shares worth $1.39M. The position accounts for 0.14% of the portfolio, ranked #66.

Evermay Wealth Management first reported a position in ABBV in Q4 2013 and has held it in 51 quarters since. The position peaked at $1.52M in Q1 2018. 4,201 funds tracked by Wall St. Rank hold ABBV as of Q2 2026.

Evermay Wealth Management held 5,542 shares of AbbVie worth $1.39M as of Q2 2026.
Evermay Wealth Management sold 847 AbbVie shares in Q2 2026, an estimated $182K.
AbbVie made up 0.14% of Evermay Wealth Management's portfolio in Q2 2026, its #66 holding.
Evermay Wealth Management first reported a position in AbbVie in Q4 2013 and has held it in 51 quarters since.
Evermay Wealth Management's AbbVie position peaked at $1.52M in Q1 2018.
4,201 funds tracked by Wall St. Rank held AbbVie as of Q2 2026.

Based on Evermay Wealth Management's 13F filing for Q2 2026, filed 27 Jul 2026.