Fiduciary Planning’s AbbVie ABBV Stock Holding History

Fiduciary 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 Q1	$204K	Buy	936 +3	+0.3%	+$665	0.06%	75
2025 Q4	$213K	Buy	933 +2	+0.2%	+$456	0.06%	72
2025 Q3	$215K	Buy	+931	New	+$190K	0.07%	78
2022 Q1	–	Sell	-3,796	Closed	-$514K	–	39
2021 Q4	$514K	Sell	3,796 -7,167	-65%	-$847K	0.29%	34
2021 Q3	$1.18M	Sell	10,963 -1,315	-11%	-$150K	0.63%	18
2021 Q2	$1.38M	Sell	12,278 -5,859	-32%	-$660K	1.19%	19
2021 Q1	$1.96M	Buy	18,137 +532	+3%	+$56.9K	2.97%	11
2020 Q4	$1.89M	Buy	+17,605	New	+$1.69M	2.66%	9

Other funds holding ABBV

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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 Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Fiduciary Planning's ABBV Position: Q1 2026 in Review

Fiduciary Planning increased its AbbVie (ABBV) stake by 0.32% in Q1 2026, buying an estimated $665 and bringing the position to 936 shares worth $204K. The position accounts for 0.06% of the portfolio, ranked #75.

Fiduciary Planning first reported a position in ABBV in Q4 2020 and has held it in 8 quarters since. The position peaked at $1.96M in Q1 2021. 4,078 funds tracked by Wall St. Rank hold ABBV as of Q1 2026.

Fiduciary Planning held 936 shares of AbbVie worth $204K as of Q1 2026.
Fiduciary Planning bought 3 AbbVie shares in Q1 2026, an estimated $665.
AbbVie made up 0.06% of Fiduciary Planning's portfolio in Q1 2026, its #75 holding.
Fiduciary Planning first reported a position in AbbVie in Q4 2020 and has held it in 8 quarters since.
Fiduciary Planning's AbbVie position peaked at $1.96M in Q1 2021.
4,078 funds tracked by Wall St. Rank held AbbVie as of Q1 2026.

Based on Fiduciary Planning's 13F filing for Q1 2026, filed 27 Apr 2026.