IBEX Wealth Advisors’s AbbVie ABBV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $18M | Buy |
82,939
+23,591
| +40% | +$5.23M | 1.68% | 14 |
|
|
2025
Q4 | $13.6M | Buy |
59,348
+451
| +0.8% | +$103K | 1.33% | 18 |
|
|
2025
Q3 | $13.6M | Buy |
58,897
+471
| +0.8% | +$95.9K | 1.31% | 15 |
|
|
2025
Q2 | $10.8M | Buy |
58,426
+1,610
| +3% | +$299K | 1.16% | 24 |
|
|
2025
Q1 | $11.9M | Buy |
56,816
+1,272
| +2% | +$247K | 1.57% | 13 |
|
|
2024
Q4 | $9.87M | Sell |
55,544
-143
| -0.3% | -$26.3K | 1.16% | 21 |
|
|
2024
Q3 | $11M | Buy |
55,687
+3,131
| +6% | +$584K | 3.01% | 7 |
|
|
2024
Q2 | $9.01M | Buy |
52,556
+1,969
| +4% | +$326K | 1.41% | 20 |
|
|
2024
Q1 | $8.18M | Buy |
50,587
+50,538
| +103,139% | +$8.71M | 2.22% | 14 |
|
|
2023
Q4 | $7.66K | Sell |
49
-50,121
| -100% | -$7.31M | 1.66% | 16 |
|
|
2023
Q3 | $7.48M | Buy |
+50,170
| New | +$7.37M | 1.9% | 11 |
|
|
2023
Q1 | $8.76M | Buy |
54,976
+4,389
| +9% | +$671K | 2.27% | 8 |
|
|
2022
Q4 | $8.18M | Sell |
50,587
-13,351
| -21% | -$2.05M | 1.85% | 15 |
|
|
2022
Q3 | $8.58M | Buy |
63,938
+13,392
| +26% | +$1.92M | 2.23% | 10 |
|
|
2022
Q2 | $7.74M | Buy |
50,546
+811
| +2% | +$124K | 1.78% | 9 |
|
|
2022
Q1 | $8.06M | Buy |
49,735
+4,681
| +10% | +$680K | 1.54% | 12 |
|
|
2021
Q4 | $6.1M | Buy |
45,054
+4,822
| +12% | +$570K | 1.08% | 27 |
|
|
2021
Q3 | $4.34M | Buy |
40,232
+3,072
| +8% | +$351K | 0.84% | 44 |
|
|
2021
Q2 | $4.19M | Buy |
+37,160
| New | +$4.19M | 0.84% | 45 |
|
|
2020
Q4 | – | Sell |
-30,319
| Closed | -$2.66M | – | 102 |
|
|
2020
Q3 | $2.66M | Buy |
30,319
+1,309
| +5% | +$123K | 0.77% | 57 |
|
|
2020
Q2 | $2.85M | Buy |
+29,010
| New | +$2.55M | 0.92% | 48 |
|
|
2019
Q2 | – | Sell |
-29,038
| Closed | -$2.34M | – | 423 |
|
|
2019
Q1 | $2.34M | Buy |
29,038
+17,743
| +157% | +$1.45M | 0.82% | 53 |
|
|
2018
Q4 | $1.04M | Buy |
+11,295
| New | +$993K | 0.48% | 56 |
|
|
2018
Q1 | – | Sell |
-16,767
| Closed | -$1.67M | – | 85 |
|
|
2017
Q4 | $1.67M | Buy |
16,767
+2,246
| +15% | +$212K | 0.74% | 50 |
|
|
2017
Q3 | $1.32M | Buy |
14,521
+853
| +6% | +$64.9K | 0.49% | 69 |
|
|
2017
Q2 | $981K | Sell |
13,668
-98
| -0.7% | -$6.59K | 0.39% | 79 |
|
|
2017
Q1 | $894K | Sell |
13,766
-21,540
| -61% | -$1.35M | 0.55% | 54 |
|
|
2016
Q4 | $2.16M | Sell |
35,306
-14,973
| -30% | -$914K | 1.03% | 35 |
|
|
2016
Q3 | $3.17M | Buy |
+50,279
| New | +$3.25M | 1.74% | 17 |
|
Other funds holding ABBV
VCM
VPM
IBEX Wealth Advisors's ABBV Position: Q1 2026 in Review
IBEX Wealth Advisors increased its AbbVie (ABBV) stake by 40% in Q1 2026, buying an estimated $5.23M and bringing the position to 82,939 shares worth $18M. The position accounts for 1.68% of the portfolio, ranked #14.
IBEX Wealth Advisors first reported a position in ABBV in Q3 2016 and has held it in 29 quarters since. 4,077 funds tracked by Wall St. Rank hold ABBV as of Q1 2026.
- IBEX Wealth Advisors held 82,939 shares of AbbVie worth $18M as of Q1 2026.
- IBEX Wealth Advisors bought 23,591 AbbVie shares in Q1 2026, an estimated $5.23M.
- AbbVie made up 1.68% of IBEX Wealth Advisors's portfolio in Q1 2026, its #14 holding.
- IBEX Wealth Advisors first reported a position in AbbVie in Q3 2016 and has held it in 29 quarters since.
- 4,077 funds tracked by Wall St. Rank held AbbVie as of Q1 2026.
Based on IBEX Wealth Advisors's 13F filing for Q1 2026, filed 30 Apr 2026.