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ABBV icon

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
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

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

GoalVest Advisory's ABBV Position: Q2 2026 in Review

GoalVest Advisory reduced its AbbVie (ABBV) stake by 48% in Q2 2026, selling an estimated $1.33M and leaving 6,577 shares worth $1.66M. The position accounts for 0.31% of the portfolio, ranked #43.

GoalVest Advisory first reported a position in ABBV in Q4 2020 and has held it in 21 quarters since. The position peaked at $3.57M in Q3 2025. 4,201 funds tracked by Wall St. Rank hold ABBV as of Q2 2026.

  • GoalVest Advisory held 6,577 shares of AbbVie worth $1.66M as of Q2 2026.
  • GoalVest Advisory sold 6,171 AbbVie shares in Q2 2026, an estimated $1.33M.
  • AbbVie made up 0.31% of GoalVest Advisory's portfolio in Q2 2026, its #43 holding.
  • GoalVest Advisory first reported a position in AbbVie in Q4 2020 and has held it in 21 quarters since.
  • GoalVest Advisory's AbbVie position peaked at $3.57M in Q3 2025.
  • 4,201 funds tracked by Wall St. Rank held AbbVie as of Q2 2026.

Based on GoalVest Advisory's 13F filing for Q2 2026, filed 9 Jul 2026.