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

Heritage Wealth Management (Texas)’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	$279K	Buy	1,108 +3	+0.3%	+$645	0.11%	33
2026 Q1	$240K	Hold	1,105	–	–	0.1%	33
2025 Q4	$252K	Hold	1,105	–	–	0.11%	32
2025 Q3	$256K	Hold	1,105	–	–	0.11%	32
2025 Q2	$205K	Hold	1,105	–	–	0.1%	34
2025 Q1	$232K	Buy	+1,105	New	+$215K	0.13%	33
2024 Q4	–	Sell	-1,105	Closed	-$218K	–	32
2024 Q3	$218K	Buy	+1,105	New	+$206K	0.13%	35

Other funds holding ABBV

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Heritage Wealth Management (Texas)'s ABBV Position: Q2 2026 in Review

Heritage Wealth Management (Texas) increased its AbbVie (ABBV) stake by 0.27% in Q2 2026, buying an estimated $645 and bringing the position to 1,108 shares worth $279K. The position accounts for 0.11% of the portfolio, ranked #33.

Heritage Wealth Management (Texas) first reported a position in ABBV in Q3 2024 and has held it in 7 quarters since. 4,230 funds tracked by Wall St. Rank hold ABBV as of Q2 2026.

Heritage Wealth Management (Texas) held 1,108 shares of AbbVie worth $279K as of Q2 2026.
Heritage Wealth Management (Texas) bought 3 AbbVie shares in Q2 2026, an estimated $645.
AbbVie made up 0.11% of Heritage Wealth Management (Texas)'s portfolio in Q2 2026, its #33 holding.
Heritage Wealth Management (Texas) first reported a position in AbbVie in Q3 2024 and has held it in 7 quarters since.
4,230 funds tracked by Wall St. Rank held AbbVie as of Q2 2026.

Based on Heritage Wealth Management (Texas)'s 13F filing for Q2 2026, filed 10 Aug 2026.