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Falcon Wealth Planning’s AbbVie ABBV Stock Holding History

Falcon Wealth Planning’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 		$803K Buy
3,190
+179
+6% +$38.5K 0.05% 113
2026
Q1 		$655K Buy
3,011
+57
+2% +$12.6K 0.04% 119
2025
Q4 		$675K Buy
2,954
+162
+6% +$36.9K 0.06% 101
2025
Q3 		$646K Buy
2,792
+143
+5% +$29.1K 0.06% 99
2025
Q2 		$492K Buy
2,649
+33
+1% +$6.13K 0.05% 102
2025
Q1 		$548K Buy
2,616
+254
+11% +$49.4K 0.06% 95
2024
Q4 		$420K Sell
2,362
-31
-1% -$5.7K 0.05% 109
2024
Q3 		$473K Sell
2,393
-551
-19% -$103K 0.06% 91
2024
Q2 		$505K Sell
2,944
-159
-5% -$26.3K 0.07% 76
2024
Q1 		$565K Buy
3,103
+91
+3% +$15.7K 0.09% 75
2023
Q4 		$467K Buy
3,012
+1,393
+86% +$203K 0.08% 79
2023
Q3 		$241K Buy
1,619
+23
+1% +$3.38K 0.05% 96
2023
Q2 		$215K Buy
1,596
+140
+10% +$20.5K 0.05% 101
2023
Q1 		$232K Buy
+1,456
New +$223K 0.06% 90

Other funds holding ABBV

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Falcon Wealth Planning's ABBV Position: Q2 2026 in Review

Falcon Wealth Planning increased its AbbVie (ABBV) stake by 5.9% in Q2 2026, buying an estimated $38.5K and bringing the position to 3,190 shares worth $803K. The position accounts for 0.05% of the portfolio, ranked #113.

Falcon Wealth Planning first reported a position in ABBV in Q1 2023 and has held it in 14 quarters since. 4,195 funds tracked by Wall St. Rank hold ABBV as of Q2 2026.

  • Falcon Wealth Planning held 3,190 shares of AbbVie worth $803K as of Q2 2026.
  • Falcon Wealth Planning bought 179 AbbVie shares in Q2 2026, an estimated $38.5K.
  • AbbVie made up 0.05% of Falcon Wealth Planning's portfolio in Q2 2026, its #113 holding.
  • Falcon Wealth Planning first reported a position in AbbVie in Q1 2023 and has held it in 14 quarters since.
  • 4,195 funds tracked by Wall St. Rank held AbbVie as of Q2 2026.

Based on Falcon Wealth Planning's 13F filing for Q2 2026, filed 13 Jul 2026.