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GoalVest Advisory’s AbbVie ABBV Stock Holding History

GoalVest Advisory’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
Q3 		$1.73M Buy
6,630
+53
+0.8% +$13.6K 0.3% 44
2026
Q2 		$1.66M Sell
6,577
-6,171
-48% -$1.33M 0.31% 43
2026
Q1 		$2.77M Sell
12,748
-1,036
-8% -$230K 0.54% 29
2025
Q4 		$3.15M Sell
13,784
-1,656
-11% -$377K 0.6% 24
2025
Q3 		$3.57M Buy
15,440
+495
+3% +$101K 0.76% 20
2025
Q2 		$2.77M Buy
14,945
+277
+2% +$51.5K 0.69% 23
2025
Q1 		$3.07M Buy
14,668
+1,262
+9% +$245K 0.84% 19
2024
Q4 		$2.38M Sell
13,406
-166
-1% -$30.5K 0.65% 27
2024
Q3 		$2.68M Sell
13,572
-288
-2% -$53.8K 0.77% 18
2024
Q2 		$2.38M Sell
13,860
-997
-7% -$165K 0.76% 16
2024
Q1 		$2.71M Buy
14,857
+8,160
+122% +$1.41M 0.9% 12
2023
Q4 		$1.04M Buy
6,697
+5,858
+698% +$854K 0.46% 36
2023
Q3 		$125K Buy
839
+7
+0.8% +$1.03K 0.06% 90
2023
Q2 		$112K Sell
832
-50
-6% -$7.33K 0.06% 93
2023
Q1 		$141K Buy
882
+90
+11% +$13.8K 0.08% 78
2022
Q4 		$128K Buy
792
+50
+7% +$7.67K 0.08% 83
2022
Q3 		$100K Sell
742
-317
-30% -$45.5K 0.07% 92
2022
Q2 		$163K Buy
1,059
+854
+417% +$130K 0.1% 117
2022
Q1 		$33K Buy
+205
New +$29.8K 0.02% 173
2021
Q2 		$279K Sell
2,477
-3,285
-57% -$370K 0.17% 112
2021
Q1 		$624K Buy
5,762
+131
+2% +$14K 0.47% 73
2020
Q4 		$603K Buy
+5,631
New +$541K 0.51% 62

Other funds holding ABBV

HCM
Hamlin Capital Management New York $4.04B AUM 11.59% 1-Year Est. Return
FWCM
Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return
MSV
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
AIM
Artemis Investment Management Edinburgh, United Kingdom $11.5B AUM 61.77% 1-Year Est. Return
EB
Eastern Bank Boston, Massachusetts $6.58B AUM 23.57% 1-Year Est. Return
SC
Sapient Capital Indianapolis, Indiana $7.44B AUM 23.27% 1-Year Est. Return
AP
Atwood & Palmer Kansas City, Missouri $1.95B AUM 16% 1-Year Est. Return
IWA
Inspirion Wealth Advisors Libertyville, Illinois $880M AUM 10.53% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

GoalVest Advisory's ABBV Position: Q3 2026 in Review

GoalVest Advisory increased its AbbVie (ABBV) stake by 0.81% in Q3 2026, buying an estimated $13.6K and bringing the position to 6,630 shares worth $1.73M. The position accounts for 0.3% of the portfolio, ranked #44.

GoalVest Advisory first reported a position in ABBV in Q4 2020 and has held it in 22 quarters since. The position peaked at $3.57M in Q3 2025. 246 funds tracked by Wall St. Rank hold ABBV as of Q3 2026.

  • GoalVest Advisory held 6,630 shares of AbbVie worth $1.73M as of Q3 2026.
  • GoalVest Advisory bought 53 AbbVie shares in Q3 2026, an estimated $13.6K.
  • AbbVie made up 0.3% of GoalVest Advisory's portfolio in Q3 2026, its #44 holding.
  • GoalVest Advisory first reported a position in AbbVie in Q4 2020 and has held it in 22 quarters since.
  • GoalVest Advisory's AbbVie position peaked at $3.57M in Q3 2025.
  • 246 funds tracked by Wall St. Rank held AbbVie as of Q3 2026.

Based on GoalVest Advisory's 13F filing for Q3 2026, filed 2 Oct 2026.