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Iams Wealth Management’s AbbVie ABBV Stock Holding History

Iams Wealth Management’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 		$837K Buy
3,324
+460
+16% +$99K 0.25% 113
2026
Q1 		$623K Buy
2,864
+1,203
+72% +$267K 0.22% 115
2025
Q4 		$380K Sell
1,661
-84
-5% -$19.1K 0.14% 140
2025
Q3 		$404K Buy
+1,745
New +$355K 0.16% 131

Other funds holding ABBV

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Iams Wealth Management's ABBV Position: Q2 2026 in Review

Iams Wealth Management increased its AbbVie (ABBV) stake by 16% in Q2 2026, buying an estimated $99K and bringing the position to 3,324 shares worth $837K. The position accounts for 0.25% of the portfolio, ranked #113.

Iams Wealth Management first reported a position in ABBV in Q3 2025 and has held it in 4 quarters since. 4,195 funds tracked by Wall St. Rank hold ABBV as of Q2 2026.

  • Iams Wealth Management held 3,324 shares of AbbVie worth $837K as of Q2 2026.
  • Iams Wealth Management bought 460 AbbVie shares in Q2 2026, an estimated $99K.
  • AbbVie made up 0.25% of Iams Wealth Management's portfolio in Q2 2026, its #113 holding.
  • Iams Wealth Management first reported a position in AbbVie in Q3 2025 and has held it in 4 quarters since.
  • 4,195 funds tracked by Wall St. Rank held AbbVie as of Q2 2026.

Based on Iams Wealth Management's 13F filing for Q2 2026, filed 16 Jul 2026.