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Financial & Tax Architects’s AbbVie ABBV Stock Holding History

Financial & Tax Architects’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 		$8.7M Buy
34,555
+796
+2% +$171K 1.83% 13
2026
Q1 		$7.34M Sell
33,759
-1,811
-5% -$402K 1.64% 19
2025
Q4 		$8.13M Sell
35,570
-3,372
-9% -$768K 1.83% 14
2025
Q3 		$9.02M Buy
38,942
+1,735
+5% +$353K 1.99% 11
2025
Q2 		$6.91M Buy
37,207
+417
+1% +$77.5K 1.68% 19
2025
Q1 		$7.71M Sell
36,790
-292
-0.8% -$56.8K 1.93% 12
2024
Q4 		$6.59M Buy
37,082
+1,662
+5% +$306K 1.68% 19
2024
Q3 		$6.99M Sell
35,420
-2,131
-6% -$398K 1.8% 15
2024
Q2 		$6.44M Buy
37,551
+2,146
+6% +$355K 1.73% 15
2024
Q1 		$6.45M Sell
35,405
-1,736
-5% -$299K 1.77% 16
2023
Q4 		$5.76M Sell
37,141
-168
-0.5% -$24.5K 1.7% 18
2023
Q3 		$5.56M Buy
37,309
+2,116
+6% +$311K 1.73% 18
2023
Q2 		$4.74M Buy
35,193
+2,835
+9% +$416K 1.46% 33
2023
Q1 		$5.16M Buy
32,358
+1,722
+6% +$263K 1.7% 18
2022
Q4 		$4.58M Sell
30,636
-2,870
-9% -$440K 1.56% 32
2022
Q3 		$4.5M Buy
33,506
+1,786
+6% +$256K 1.69% 24
2022
Q2 		$4.86M Buy
31,720
+2,564
+9% +$392K 1.84% 15
2022
Q1 		$4.73M Sell
29,156
-3,293
-10% -$478K 1.78% 15
2021
Q4 		$4.39M Buy
32,449
+1,770
+6% +$209K 1.79% 15
2021
Q3 		$3.31M Buy
30,679
+1,671
+6% +$191K 1.51% 30
2021
Q2 		$3.27M Buy
29,008
+2,183
+8% +$246K 1.6% 22
2021
Q1 		$2.9M Buy
+26,825
New +$2.87M 1.63% 20

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

Financial & Tax Architects's ABBV Position: Q2 2026 in Review

Financial & Tax Architects increased its AbbVie (ABBV) stake by 2.4% in Q2 2026, buying an estimated $171K and bringing the position to 34,555 shares worth $8.7M. The position accounts for 1.83% of the portfolio, ranked #13.

Financial & Tax Architects first reported a position in ABBV in Q1 2021 and has held it in 22 quarters since. The position peaked at $9.02M in Q3 2025. 4,215 funds tracked by Wall St. Rank hold ABBV as of Q2 2026.

  • Financial & Tax Architects held 34,555 shares of AbbVie worth $8.7M as of Q2 2026.
  • Financial & Tax Architects bought 796 AbbVie shares in Q2 2026, an estimated $171K.
  • AbbVie made up 1.83% of Financial & Tax Architects's portfolio in Q2 2026, its #13 holding.
  • Financial & Tax Architects first reported a position in AbbVie in Q1 2021 and has held it in 22 quarters since.
  • Financial & Tax Architects's AbbVie position peaked at $9.02M in Q3 2025.
  • 4,215 funds tracked by Wall St. Rank held AbbVie as of Q2 2026.

Based on Financial & Tax Architects's 13F filing for Q2 2026, filed 23 Jul 2026.