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Family Management’s AbbVie ABBV Stock Holding History

Family 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
Q1 		$847K Buy
3,895
+425
+12% +$94.3K 0.1% 116
2025
Q4 		$793K Buy
3,470
+850
+32% +$194K 0.1% 105
2025
Q3 		$607K Buy
2,620
+817
+45% +$166K 0.08% 116
2025
Q2 		$335K Buy
1,803
+685
+61% +$127K 0.05% 146
2025
Q1 		$234K Buy
+1,118
New +$217K 0.04% 160
2016
Q4 		– Sell
-111,278
Closed -$7.02M – 70
2016
Q3 		$7.02M Sell
111,278
-2,475
-2% -$160K 3.97% 4
2016
Q2 		$7.04M Sell
113,753
-1,950
-2% -$119K 3.99% 6
2016
Q1 		$6.61M Sell
115,703
-3,250
-3% -$181K 4.29% 5
2015
Q4 		$7.05M Buy
118,953
+3,478
+3% +$200K 3.64% 9
2015
Q3 		$6.28M Buy
115,475
+15,425
+15% +$1M 2.77% 13
2015
Q2 		$6.72M Buy
100,050
+7,350
+8% +$480K 2.77% 10
2015
Q1 		$5.43M Buy
+92,700
New +$5.6M 2.5% 13

Other funds holding ABBV

BlackRock
BlackRock New York $5.7T 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 $1.47T 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