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Heritage Wealth Advisors’s AbbVie ABBV Stock Holding History

Heritage Wealth 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 		$1.54M Buy
7,071
+603
+9% +$134K 0.06% 64
2025
Q4 		$1.48M Sell
6,468
-6
-0.1% -$1.37K 0.06% 80
2025
Q3 		$1.5M Buy
6,474
+2
+0% +$407 0.07% 63
2025
Q2 		$1.2M Sell
6,472
-1,010
-13% -$188K 0.06% 72
2025
Q1 		$1.57M Sell
7,482
-1,175
-14% -$228K 0.08% 63
2024
Q4 		$1.54M Sell
8,657
-771
-8% -$142K 0.08% 65
2024
Q3 		$1.86M Buy
9,428
+1,083
+13% +$202K 0.09% 63
2024
Q2 		$1.43M Sell
8,345
-897
-10% -$149K 0.06% 69
2024
Q1 		$1.68M Sell
9,242
-123
-1% -$21.2K 0.08% 66
2023
Q4 		$1.45M Buy
9,365
+431
+5% +$62.8K 0.07% 68
2023
Q3 		$1.33M Sell
8,934
-1,050
-11% -$154K 0.07% 64
2023
Q2 		$1.35M Sell
9,984
-20
-0.2% -$2.93K 0.07% 65
2023
Q1 		$1.59M Buy
10,004
+165
+2% +$25.2K 0.09% 57
2022
Q4 		$1.59M Buy
9,839
+380
+4% +$58.3K 0.09% 62
2022
Q3 		$1.27M Buy
9,459
+1,160
+14% +$166K 0.09% 64
2022
Q2 		$1.27M Buy
8,299
+1,324
+19% +$202K 0.09% 63
2022
Q1 		$1.13M Buy
6,975
+7
+0.1% +$1.02K 0.06% 75
2021
Q4 		$943K Buy
6,968
+598
+9% +$70.6K 0.05% 99
2021
Q3 		$687K Buy
6,370
+387
+6% +$44.2K 0.04% 114
2021
Q2 		$674K Buy
5,983
+1,085
+22% +$122K 0.04% 118
2021
Q1 		$530K Buy
4,898
+310
+7% +$33.2K 0.03% 133
2020
Q4 		$492K Buy
4,588
+13
+0.3% +$1.25K 0.03% 131
2020
Q3 		$401K Hold
4,575
– – 0.05% 106
2020
Q2 		$449K Sell
4,575
-357
-7% -$31.4K 0.06% 92
2020
Q1 		$376K Buy
4,932
+320
+7% +$27.3K 0.07% 93
2019
Q4 		$408K Buy
4,612
+37
+0.8% +$3.07K 0.05% 119
2019
Q3 		$346K Sell
4,575
-158
-3% -$10.8K 0.05% 119
2019
Q2 		$344K Buy
4,733
+344
+8% +$27K 0.05% 111
2019
Q1 		$354K Buy
4,389
+361
+9% +$29.5K 0.06% 99
2018
Q4 		$371K Sell
4,028
-177
-4% -$15.6K 0.07% 91
2018
Q3 		$397K Hold
4,205
– – 0.08% 87
2018
Q2 		$389K Sell
4,205
-51
-1% -$4.98K 0.15% 82
2018
Q1 		$404K Sell
4,256
-142
-3% -$15.6K 0.17% 79
2017
Q4 		$425K Sell
4,398
-231
-5% -$21.8K 0.18% 80
2017
Q3 		$411K Buy
4,629
+544
+13% +$41.4K 0.21% 71
2017
Q2 		$296K Hold
4,085
– – 0.15% 78
2017
Q1 		$267K Buy
4,085
+170
+4% +$10.7K 0.14% 83
2016
Q4 		$245K Sell
3,915
-950
-20% -$58K 0.16% 73
2016
Q3 		$307K Sell
4,865
-1,800
-27% -$117K 0.21% 66
2016
Q2 		$412K Buy
6,665
+865
+15% +$52.7K 0.28% 50
2016
Q1 		$331K Hold
5,800
– – 0.26% 55
2015
Q4 		$344K Hold
5,800
– – 0.29% 53
2015
Q3 		$316K Hold
5,800
– – 0.27% 53
2015
Q2 		$390K Buy
5,800
+100
+2% +$6.53K 0.32% 58
2015
Q1 		$335K Hold
5,700
– – 0.28% 66
2014
Q4 		$373K Buy
+5,700
New +$359K 0.33% 63

Other funds holding ABBV

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
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
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Heritage Wealth Advisors's ABBV Position: Q1 2026 in Review

Heritage Wealth Advisors increased its AbbVie (ABBV) stake by 9.3% in Q1 2026, buying an estimated $134K and bringing the position to 7,071 shares worth $1.54M. The position accounts for 0.06% of the portfolio, ranked #64.

Heritage Wealth Advisors first reported a position in ABBV in Q4 2014 and has held it in 46 quarters since. The position peaked at $1.86M in Q3 2024. 4,075 funds tracked by Wall St. Rank hold ABBV as of Q1 2026.

  • Heritage Wealth Advisors held 7,071 shares of AbbVie worth $1.54M as of Q1 2026.
  • Heritage Wealth Advisors bought 603 AbbVie shares in Q1 2026, an estimated $134K.
  • AbbVie made up 0.06% of Heritage Wealth Advisors's portfolio in Q1 2026, its #64 holding.
  • Heritage Wealth Advisors first reported a position in AbbVie in Q4 2014 and has held it in 46 quarters since.
  • Heritage Wealth Advisors's AbbVie position peaked at $1.86M in Q3 2024.
  • 4,075 funds tracked by Wall St. Rank held AbbVie as of Q1 2026.

Based on Heritage Wealth Advisors's 13F filing for Q1 2026, filed 14 May 2026.