Heritage Wealth Management (Ohio)’s AbbVie ABBV Stock Holding History

Heritage Wealth Management (Ohio)’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	$4.69M	Sell	21,567 -573	-3%	-$127K	2.32%	4
2025 Q4	$5.06M	Sell	22,140 -362	-2%	-$82.5K	1.41%	11
2025 Q3	$5.21M	Sell	22,502 -238	-1%	-$48.5K	1.53%	8
2025 Q2	$4.22M	Sell	22,740 -519	-2%	-$96.5K	1.37%	10
2025 Q1	$4.87M	Sell	23,259 -867	-4%	-$169K	1.66%	8
2024 Q4	$4.29M	Sell	24,126 -152	-0.6%	-$27.9K	1.43%	9
2024 Q3	$4.79M	Sell	24,278 -143	-0.6%	-$26.7K	1.57%	9
2024 Q2	$4.08M	Buy	+24,421	New	+$4.05M	1.37%	10

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

Heritage Wealth Management (Ohio)'s ABBV Position: Q1 2026 in Review

Heritage Wealth Management (Ohio) reduced its AbbVie (ABBV) stake by 2.6% in Q1 2026, selling an estimated $127K and leaving 21,567 shares worth $4.69M. The position accounts for 2.32% of the portfolio, ranked #4.

Heritage Wealth Management (Ohio) first reported a position in ABBV in Q2 2024 and has held it in 8 quarters since. The position peaked at $5.21M in Q3 2025. 4,075 funds tracked by Wall St. Rank hold ABBV as of Q1 2026.

Heritage Wealth Management (Ohio) held 21,567 shares of AbbVie worth $4.69M as of Q1 2026.
Heritage Wealth Management (Ohio) sold 573 AbbVie shares in Q1 2026, an estimated $127K.
AbbVie made up 2.32% of Heritage Wealth Management (Ohio)'s portfolio in Q1 2026, its #4 holding.
Heritage Wealth Management (Ohio) first reported a position in AbbVie in Q2 2024 and has held it in 8 quarters since.
Heritage Wealth Management (Ohio)'s AbbVie position peaked at $5.21M in Q3 2025.
4,075 funds tracked by Wall St. Rank held AbbVie as of Q1 2026.

Based on Heritage Wealth Management (Ohio)'s 13F filing for Q1 2026, filed 20 Apr 2026.