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Financial Plan Inc’s AbbVie ABBV Stock Holding History

Financial Plan Inc’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 		$265K Buy
1,217
+53
+5% +$11.8K 0.03% 82
2025
Q4 		$266K Buy
+1,164
New +$265K 0.03% 78

Other funds holding ABBV

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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

Financial Plan Inc's ABBV Position: Q1 2026 in Review

Financial Plan Inc increased its AbbVie (ABBV) stake by 4.6% in Q1 2026, buying an estimated $11.8K and bringing the position to 1,217 shares worth $265K. The position accounts for 0.03% of the portfolio, ranked #82.

Financial Plan Inc first reported a position in ABBV in Q4 2025 and has held it in 2 quarters since. The position peaked at $266K in Q4 2025. 4,088 funds tracked by Wall St. Rank hold ABBV as of Q1 2026.

  • Financial Plan Inc held 1,217 shares of AbbVie worth $265K as of Q1 2026.
  • Financial Plan Inc bought 53 AbbVie shares in Q1 2026, an estimated $11.8K.
  • AbbVie made up 0.03% of Financial Plan Inc's portfolio in Q1 2026, its #82 holding.
  • Financial Plan Inc first reported a position in AbbVie in Q4 2025 and has held it in 2 quarters since.
  • Financial Plan Inc's AbbVie position peaked at $266K in Q4 2025.
  • 4,088 funds tracked by Wall St. Rank held AbbVie as of Q1 2026.

Based on Financial Plan Inc's 13F filing for Q1 2026, filed 27 Apr 2026.