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IAM Advisory’s AbbVie ABBV Stock Holding History

IAM 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 		$351K Buy
1,394
+58
+4% +$12.5K 0.07% 82
2026
Q1 		$291K Sell
1,336
-16
-1% -$3.55K 0.07% 85
2025
Q4 		$309K Sell
1,352
-127
-9% -$28.9K 0.07% 82
2025
Q3 		$342K Buy
1,479
+12
+0.8% +$2.44K 0.08% 80
2025
Q2 		$272K Buy
1,467
+132
+10% +$24.5K 0.07% 84
2025
Q1 		$280K Sell
1,335
-187
-12% -$36.4K 0.07% 86
2024
Q4 		$270K Sell
1,522
-1
-0.1% -$184 0.07% 88
2024
Q3 		$301K Buy
1,523
+12
+0.8% +$2.24K 0.08% 84
2024
Q2 		$259K Sell
1,511
-15
-1% -$2.48K 0.07% 88
2024
Q1 		$278K Buy
1,526
+38
+3% +$6.55K 0.08% 86
2023
Q4 		$231K Buy
1,488
+3
+0.2% +$437 0.07% 88
2023
Q3 		$221K Buy
+1,485
New +$218K 0.08% 89

Other funds holding ABBV

Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
HCM
Hamlin Capital Management New York $4.45B AUM 22.95% 1-Year Est. Return
AAMU
AEGON Asset Management (UK) Edinburgh, United Kingdom $9.38B AUM 48.94% 1-Year Est. Return
CRM
Cardano Risk Management Rotterdam, Netherlands $13B AUM 49.44% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
P
PensionDanmark Copenhagen O, Denmark $12B AUM
EB
Eastern Bank Boston, Massachusetts $6.53B AUM 30.05% 1-Year Est. Return