Helium Advisors’s AbbVie ABBV Stock Holding History

Helium Advisors’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 Q1	$253K	Sell	1,165 -5	-0.4%	-$1.11K	0.24%	82
2025 Q4	$267K	Buy	1,170 +26	+2%	+$5.92K	0.27%	68
2025 Q3	$265K	Sell	1,144 -849	-43%	-$173K	0.22%	70
2025 Q2	$370K	Buy	1,993 +323	+19%	+$60K	0.23%	69
2025 Q1	$350K	Buy	1,670 +7	+0.4%	+$1.36K	0.25%	61
2024 Q4	$295K	Buy	+1,663	New	+$306K	0.23%	67

Other funds holding ABBV

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Helium Advisors's ABBV Position: Q1 2026 in Review

Helium Advisors reduced its AbbVie (ABBV) stake by 0.43% in Q1 2026, selling an estimated $1.11K and leaving 1,165 shares worth $253K. The position accounts for 0.24% of the portfolio, ranked #82.

Helium Advisors first reported a position in ABBV in Q4 2024 and has held it in 6 quarters since. The position peaked at $370K in Q2 2025. 4,076 funds tracked by Wall St. Rank hold ABBV as of Q1 2026.

Helium Advisors held 1,165 shares of AbbVie worth $253K as of Q1 2026.
Helium Advisors sold 5 AbbVie shares in Q1 2026, an estimated $1.11K.
AbbVie made up 0.24% of Helium Advisors's portfolio in Q1 2026, its #82 holding.
Helium Advisors first reported a position in AbbVie in Q4 2024 and has held it in 6 quarters since.
Helium Advisors's AbbVie position peaked at $370K in Q2 2025.
4,076 funds tracked by Wall St. Rank held AbbVie as of Q1 2026.

Based on Helium Advisors's 13F filing for Q1 2026, filed 5 May 2026.