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Evernest Financial Advisors’s AbbVie ABBV Stock Holding History

Evernest Financial Advisors’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 		$1.16M Buy
5,872
+235
+4% +$52.1K 0.24% 64
2025
Q4 		$1.26M Sell
5,637
-334
-6% -$76.1K 0.26% 61
2025
Q3 		$1.38M Sell
5,971
-2
-0% -$407 0.39% 49
2025
Q2 		$1.11M Buy
5,973
+389
+7% +$72.3K 0.36% 60
2025
Q1 		$1.17M Buy
5,584
+229
+4% +$44.5K 0.42% 52
2024
Q4 		$952K Buy
5,355
+4,003
+296% +$736K 0.25% 69
2024
Q3 		$267K Buy
+1,352
New +$252K 0.07% 137

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

Evernest Financial Advisors's ABBV Position: Q1 2026 in Review

Evernest Financial Advisors increased its AbbVie (ABBV) stake by 4.2% in Q1 2026, buying an estimated $52.1K and bringing the position to 5,872 shares worth $1.16M. The position accounts for 0.24% of the portfolio, ranked #64.

Evernest Financial Advisors first reported a position in ABBV in Q3 2024 and has held it in 7 quarters since. The position peaked at $1.38M in Q3 2025. 4,075 funds tracked by Wall St. Rank hold ABBV as of Q1 2026.

  • Evernest Financial Advisors held 5,872 shares of AbbVie worth $1.16M as of Q1 2026.
  • Evernest Financial Advisors bought 235 AbbVie shares in Q1 2026, an estimated $52.1K.
  • AbbVie made up 0.24% of Evernest Financial Advisors's portfolio in Q1 2026, its #64 holding.
  • Evernest Financial Advisors first reported a position in AbbVie in Q3 2024 and has held it in 7 quarters since.
  • Evernest Financial Advisors's AbbVie position peaked at $1.38M in Q3 2025.
  • 4,075 funds tracked by Wall St. Rank held AbbVie as of Q1 2026.

Based on Evernest Financial Advisors's 13F filing for Q1 2026, filed 4 May 2026.