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PENSION & WEALTH MANAGEMENT ADVISORS, INC.’s AbbVie ABBV Stock Holding History

PENSION & WEALTH MANAGEMENT ADVISORS, 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
Q2 		$220K Buy
874
+3
+0.3% +$645 0.06% 172
2026
Q1 		$190K Buy
871
+2
+0.2% +$444 0.06% 174
2025
Q4 		$199K Sell
869
-114
-12% -$26K 0.06% 172
2025
Q3 		$228K Buy
983
+118
+14% +$24K 0.07% 144
2025
Q2 		$161K Buy
865
+93
+12% +$17.3K 0.05% 155
2025
Q1 		$162K Buy
772
+235
+44% +$45.7K 0.06% 151
2024
Q4 		$95.5K Buy
537
+17
+3% +$3.13K 0.04% 194
2024
Q3 		$103K Buy
520
+3
+0.6% +$560 0.05% 160
2024
Q2 		$88.8K Buy
517
+40
+8% +$6.63K 0.05% 161
2024
Q1 		$87K Sell
477
-114
-19% -$19.6K 0.06% 156
2023
Q4 		$91.7K Buy
591
+26
+5% +$3.79K 0.06% 147
2023
Q3 		$84.3K Sell
565
-566
-50% -$83.1K 0.06% 140
2023
Q2 		$152K Buy
1,131
+578
+105% +$84.8K 0.11% 102
2023
Q1 		$88.2K Sell
553
-118
-18% -$18K 0.07% 132
2022
Q4 		$109K Buy
+671
New +$103K 0.09% 112

Other funds holding ABBV

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $180B AUM 37.51% 1-Year Est. Return

PENSION & WEALTH MANAGEMENT ADVISORS, INC.'s ABBV Position: Q2 2026 in Review

PENSION & WEALTH MANAGEMENT ADVISORS, INC. increased its AbbVie (ABBV) stake by 0.34% in Q2 2026, buying an estimated $645 and bringing the position to 874 shares worth $220K. The position accounts for 0.06% of the portfolio, ranked #172.

PENSION & WEALTH MANAGEMENT ADVISORS, INC. first reported a position in ABBV in Q4 2022 and has held it in 15 quarters since. The position peaked at $228K in Q3 2025. 2,841 funds tracked by Wall St. Rank hold ABBV as of Q2 2026.

  • PENSION & WEALTH MANAGEMENT ADVISORS, INC. held 874 shares of AbbVie worth $220K as of Q2 2026.
  • PENSION & WEALTH MANAGEMENT ADVISORS, INC. bought 3 AbbVie shares in Q2 2026, an estimated $645.
  • AbbVie made up 0.06% of PENSION & WEALTH MANAGEMENT ADVISORS, INC.'s portfolio in Q2 2026, its #172 holding.
  • PENSION & WEALTH MANAGEMENT ADVISORS, INC. first reported a position in AbbVie in Q4 2022 and has held it in 15 quarters since.
  • PENSION & WEALTH MANAGEMENT ADVISORS, INC.'s AbbVie position peaked at $228K in Q3 2025.
  • 2,841 funds tracked by Wall St. Rank held AbbVie as of Q2 2026.

Based on PENSION & WEALTH MANAGEMENT ADVISORS, INC.'s 13F filing for Q2 2026, filed 7 Aug 2026.