IFG
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Independent Financial Group’s AbbVie ABBV Stock Holding History

Independent Financial Group’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 		$12.1M Buy
47,935
+1,482
+3% +$319K 0.23% 78
2026
Q1 		$10.1M Buy
46,453
+2,304
+5% +$511K 0.23% 87
2025
Q4 		$10.1M Buy
44,149
+320
+0.7% +$72.9K 0.23% 81
2025
Q3 		$10.1M Buy
43,829
+80
+0.2% +$16.3K 0.24% 73
2025
Q2 		$8.12M Sell
43,749
-24,632
-36% -$4.58M 0.22% 80
2025
Q1 		$14.3M Buy
68,381
+28,640
+72% +$5.57M 0.49% 33
2024
Q4 		$7.06M Sell
39,741
-2,788
-7% -$513K 0.23% 79
2024
Q3 		$8.4M Buy
42,529
+3,003
+8% +$560K 0.31% 56
2024
Q2 		$6.78M Buy
39,526
+1,571
+4% +$260K 0.27% 71
2024
Q1 		$6.91M Buy
37,955
+1,596
+4% +$275K 0.32% 64
2023
Q4 		$5.63M Sell
36,359
-819
-2% -$119K 0.3% 70
2023
Q3 		$5.54M Buy
37,178
+89
+0.2% +$13.1K 0.36% 51
2023
Q2 		$5M Sell
37,089
-884
-2% -$130K 0.34% 54
2023
Q1 		$6.05M Buy
37,973
+1,914
+5% +$293K 0.48% 33
2022
Q4 		$5.83M Buy
36,059
+2,041
+6% +$313K 0.5% 29
2022
Q3 		$4.57M Buy
34,018
+343
+1% +$49.2K 0.41% 38
2022
Q2 		$5.16M Buy
33,675
+3,152
+10% +$482K 0.55% 29
2022
Q1 		$4.95M Sell
30,523
-2,348
-7% -$341K 0.4% 38
2021
Q4 		$4.45M Sell
32,871
-3,476
-10% -$411K 0.37% 41
2021
Q3 		$3.92M Buy
36,347
+194
+0.5% +$22.2K 0.4% 44
2021
Q2 		$4.07M Buy
36,153
+2,822
+8% +$318K 0.43% 42
2021
Q1 		$3.61M Buy
33,331
+3,627
+12% +$388K 0.47% 39
2020
Q4 		$3.18M Buy
29,704
+1,006
+4% +$96.7K 0.47% 35
2020
Q3 		$2.51M Buy
28,698
+831
+3% +$78.2K 0.47% 37
2020
Q2 		$2.74M Sell
27,867
-1,384
-5% -$122K 0.6% 25
2020
Q1 		$2.23M Buy
+29,251
New +$2.49M 0.66% 27

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
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Independent Financial Group's ABBV Position: Q2 2026 in Review

Independent Financial Group increased its AbbVie (ABBV) stake by 3.2% in Q2 2026, buying an estimated $319K and bringing the position to 47,935 shares worth $12.1M. The position accounts for 0.23% of the portfolio, ranked #78.

Independent Financial Group first reported a position in ABBV in Q1 2020 and has held it in 26 quarters since. The position peaked at $14.3M in Q1 2025. 4,063 funds tracked by Wall St. Rank hold ABBV as of Q2 2026.

  • Independent Financial Group held 47,935 shares of AbbVie worth $12.1M as of Q2 2026.
  • Independent Financial Group bought 1,482 AbbVie shares in Q2 2026, an estimated $319K.
  • AbbVie made up 0.23% of Independent Financial Group's portfolio in Q2 2026, its #78 holding.
  • Independent Financial Group first reported a position in AbbVie in Q1 2020 and has held it in 26 quarters since.
  • Independent Financial Group's AbbVie position peaked at $14.3M in Q1 2025.
  • 4,063 funds tracked by Wall St. Rank held AbbVie as of Q2 2026.

Based on Independent Financial Group's 13F filing for Q2 2026, filed 15 Jul 2026.