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Forum Financial Management’s AbbVie ABBV Stock Holding History

Forum Financial 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
Q2 		$13.8M Buy
54,689
+905
+2% +$195K 0.18% 28
2026
Q1 		$11.7M Sell
53,784
-18,842
-26% -$4.18M 0.17% 32
2025
Q4 		$16.6M Buy
72,626
+10,481
+17% +$2.39M 0.22% 31
2025
Q3 		$14.4M Buy
62,145
+2,441
+4% +$497K 0.2% 32
2025
Q2 		$11.1M Buy
59,704
+507
+0.9% +$94.2K 0.17% 32
2025
Q1 		$12.4M Buy
59,197
+409
+0.7% +$79.5K 0.21% 31
2024
Q4 		$10.4M Buy
58,788
+6,036
+11% +$1.11M 0.17% 34
2024
Q3 		$10.4M Sell
52,752
-330
-0.6% -$61.6K 0.17% 34
2024
Q2 		$9.1M Sell
53,082
-9,773
-16% -$1.62M 0.16% 34
2024
Q1 		$11.4M Sell
62,855
-128
-0.2% -$22.1K 0.2% 33
2023
Q4 		$9.76M Sell
62,983
-1,385
-2% -$202K 0.18% 29
2023
Q3 		$9.59M Buy
64,368
+15
+0% +$2.2K 0.21% 25
2023
Q2 		$8.67M Buy
64,353
+5,344
+9% +$784K 0.19% 26
2023
Q1 		$9.4M Buy
59,009
+420
+0.7% +$64.2K 0.27% 24
2022
Q4 		$9.47M Sell
58,589
-520
-0.9% -$79.7K 0.31% 23
2022
Q3 		$7.93M Buy
59,109
+1,091
+2% +$157K 0.38% 21
2022
Q2 		$8.89M Buy
58,018
+2,011
+4% +$307K 0.45% 14
2022
Q1 		$9.08M Buy
56,007
+1,667
+3% +$242K 0.44% 13
2021
Q4 		$7.36M Buy
+54,340
New +$6.42M 0.38% 15

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

Forum Financial Management's ABBV Position: Q2 2026 in Review

Forum Financial Management increased its AbbVie (ABBV) stake by 1.7% in Q2 2026, buying an estimated $195K and bringing the position to 54,689 shares worth $13.8M. The position accounts for 0.18% of the portfolio, ranked #28.

Forum Financial Management first reported a position in ABBV in Q4 2021 and has held it in 19 quarters since. The position peaked at $16.6M in Q4 2025. 4,193 funds tracked by Wall St. Rank hold ABBV as of Q2 2026.

  • Forum Financial Management held 54,689 shares of AbbVie worth $13.8M as of Q2 2026.
  • Forum Financial Management bought 905 AbbVie shares in Q2 2026, an estimated $195K.
  • AbbVie made up 0.18% of Forum Financial Management's portfolio in Q2 2026, its #28 holding.
  • Forum Financial Management first reported a position in AbbVie in Q4 2021 and has held it in 19 quarters since.
  • Forum Financial Management's AbbVie position peaked at $16.6M in Q4 2025.
  • 4,193 funds tracked by Wall St. Rank held AbbVie as of Q2 2026.

Based on Forum Financial Management's 13F filing for Q2 2026, filed 23 Jul 2026.