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Independent Solutions Wealth Management’s AbbVie ABBV Stock Holding History

Independent Solutions 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 		$3.26M Buy
12,974
+60
+0.5% +$12.9K 0.43% 69
2026
Q1 		$2.81M Buy
12,914
+158
+1% +$35K 0.41% 70
2025
Q4 		$2.91M Sell
12,756
-479
-4% -$109K 0.54% 63
2025
Q3 		$3.06M Buy
13,235
+123
+0.9% +$25K 0.54% 60
2025
Q2 		$2.43M Sell
13,112
-169
-1% -$31.4K 0.48% 70
2025
Q1 		$2.78M Sell
13,281
-150
-1% -$29.2K 0.62% 53
2024
Q4 		$2.39M Sell
13,431
-270
-2% -$49.6K 0.52% 57
2024
Q3 		$2.71M Buy
13,701
+54
+0.4% +$10.1K 0.61% 49
2024
Q2 		$2.34M Buy
13,647
+146
+1% +$24.2K 0.54% 57
2024
Q1 		$2.46M Buy
13,501
+708
+6% +$122K 0.58% 50
2023
Q4 		$1.98M Buy
12,793
+5,580
+77% +$814K 0.51% 58
2023
Q3 		$1.08M Buy
7,213
+4,986
+224% +$732K 0.28% 86
2023
Q2 		$300K Sell
2,227
-1,310
-37% -$192K 0.08% 169
2023
Q1 		$564K Sell
3,537
-104
-3% -$15.9K 0.17% 113
2022
Q4 		$588K Sell
3,641
-466
-11% -$71.5K 0.18% 109
2022
Q3 		$551K Sell
4,107
-99
-2% -$14.2K 0.18% 105
2022
Q2 		$644K Buy
4,206
+151
+4% +$23.1K 0.2% 99
2022
Q1 		$657K Buy
4,055
+33
+0.8% +$4.79K 0.15% 113
2021
Q4 		$545K Buy
4,022
+75
+2% +$8.86K 0.13% 131
2021
Q3 		$426K Buy
3,947
+341
+9% +$39K 0.11% 147
2021
Q2 		$406K Buy
3,606
+1,282
+55% +$144K 0.1% 150
2021
Q1 		$252K Buy
+2,324
New +$249K 0.07% 167

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

Independent Solutions Wealth Management's ABBV Position: Q2 2026 in Review

Independent Solutions Wealth Management increased its AbbVie (ABBV) stake by 0.46% in Q2 2026, buying an estimated $12.9K and bringing the position to 12,974 shares worth $3.26M. The position accounts for 0.43% of the portfolio, ranked #69.

Independent Solutions Wealth Management first reported a position in ABBV in Q1 2021 and has held it in 22 quarters since. 4,195 funds tracked by Wall St. Rank hold ABBV as of Q2 2026.

  • Independent Solutions Wealth Management held 12,974 shares of AbbVie worth $3.26M as of Q2 2026.
  • Independent Solutions Wealth Management bought 60 AbbVie shares in Q2 2026, an estimated $12.9K.
  • AbbVie made up 0.43% of Independent Solutions Wealth Management's portfolio in Q2 2026, its #69 holding.
  • Independent Solutions Wealth Management first reported a position in AbbVie in Q1 2021 and has held it in 22 quarters since.
  • 4,195 funds tracked by Wall St. Rank held AbbVie as of Q2 2026.

Based on Independent Solutions Wealth Management's 13F filing for Q2 2026, filed 29 Jul 2026.