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Executive Wealth Management’s AbbVie ABBV Stock Holding History

Executive 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
2024
Q4 		$530K Buy
2,984
+81
+3% +$14.9K 0.04% 160
2024
Q3 		$573K Buy
2,903
+78
+3% +$14.6K 0.05% 161
2024
Q2 		$484K Buy
2,825
+130
+5% +$21.5K 0.09% 79
2024
Q1 		$487K Buy
2,695
+77
+3% +$13.3K 0.04% 152
2023
Q4 		$406K Buy
2,618
+313
+14% +$45.6K 0.04% 156
2023
Q3 		$344K Buy
2,305
+248
+12% +$36.4K 0.04% 156
2023
Q2 		$277K Sell
2,057
-198
-9% -$29K 0.03% 164
2023
Q1 		$359K Sell
2,255
-38
-2% -$5.81K 0.04% 149
2022
Q4 		$371K Buy
2,293
+1,993
+664% +$306K 0.05% 146
2022
Q3 		$300 Sell
300
-1,942
-87% -$279K 0.04% 147
2022
Q2 		$343K Sell
2,242
-239
-10% -$36.5K 0.05% 141
2022
Q1 		$402K Sell
2,481
-19
-0.8% -$2.76K 0.04% 143
2021
Q4 		$338K Sell
2,500
-82
-3% -$9.69K 0.03% 156
2021
Q3 		$278K Sell
2,582
-103
-4% -$11.8K 0.03% 155
2021
Q2 		$302K Buy
2,685
+214
+9% +$24.1K 0.03% 156
2021
Q1 		$267K Buy
2,471
+10
+0.4% +$1.07K 0.03% 163
2020
Q4 		$263K Buy
+2,461
New +$236K 0.03% 151
2019
Q3 		– Sell
-3,094
Closed -$225K – 138
2019
Q2 		$225K Sell
3,094
-401
-11% -$31.5K 0.03% 150
2019
Q1 		$282K Sell
3,495
-1,065
-23% -$87.1K 0.05% 129
2018
Q4 		$420K Buy
+4,560
New +$401K 0.07% 114

Other funds holding ABBV

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Executive Wealth Management's ABBV Position: Q4 2024 in Review

Executive Wealth Management increased its AbbVie (ABBV) stake by 2.8% in Q4 2024, buying an estimated $14.9K and bringing the position to 2,984 shares worth $530K. The position accounts for 0.04% of the portfolio, ranked #160.

Executive Wealth Management first reported a position in ABBV in Q4 2018 and has held it in 20 quarters since. The position peaked at $573K in Q3 2024. 3,744 funds tracked by Wall St. Rank hold ABBV as of Q4 2024.

  • Executive Wealth Management held 2,984 shares of AbbVie worth $530K as of Q4 2024.
  • Executive Wealth Management bought 81 AbbVie shares in Q4 2024, an estimated $14.9K.
  • AbbVie made up 0.04% of Executive Wealth Management's portfolio in Q4 2024, its #160 holding.
  • Executive Wealth Management first reported a position in AbbVie in Q4 2018 and has held it in 20 quarters since.
  • Executive Wealth Management's AbbVie position peaked at $573K in Q3 2024.
  • 3,744 funds tracked by Wall St. Rank held AbbVie as of Q4 2024.

Based on Executive Wealth Management's 13F filing for Q4 2024, filed 13 Feb 2025.