Institute for Wealth Management’s AbbVie ABBV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $4.63M | Sell |
18,395
-69
| -0.4% | -$14.8K | 0.41% | 48 |
|
|
2026
Q1 | $4.02M | Sell |
18,464
-136
| -0.7% | -$30.2K | 0.43% | 45 |
|
|
2025
Q4 | $4.25M | Sell |
18,600
-143
| -0.8% | -$32.6K | 0.45% | 45 |
|
|
2025
Q3 | $4.34M | Sell |
18,743
-352
| -2% | -$71.7K | 0.45% | 41 |
|
|
2025
Q2 | $3.54M | Sell |
19,095
-160
| -0.8% | -$29.7K | 0.4% | 49 |
|
|
2025
Q1 | $4.03M | Sell |
19,255
-245
| -1% | -$47.6K | 0.52% | 37 |
|
|
2024
Q4 | $3.47M | Sell |
19,500
-59
| -0.3% | -$10.8K | 0.43% | 43 |
|
|
2024
Q3 | $3.86M | Sell |
19,559
-693
| -3% | -$129K | 0.49% | 39 |
|
|
2024
Q2 | $3.47M | Buy |
20,252
+95
| +0.5% | +$15.7K | 0.47% | 40 |
|
|
2024
Q1 | $3.67M | Sell |
20,157
-133
| -0.7% | -$22.9K | 0.47% | 39 |
|
|
2023
Q4 | $3.14M | Sell |
20,290
-338
| -2% | -$49.3K | 0.51% | 39 |
|
|
2023
Q3 | $3.07M | Sell |
20,628
-124
| -0.6% | -$18.2K | 0.55% | 37 |
|
|
2023
Q2 | $2.8M | Sell |
20,752
-1,222
| -6% | -$179K | 0.47% | 45 |
|
|
2023
Q1 | $3.5M | Sell |
21,974
-478
| -2% | -$73.1K | 0.67% | 25 |
|
|
2022
Q4 | $3.63M | Sell |
22,452
-258
| -1% | -$39.6K | 0.76% | 21 |
|
|
2022
Q3 | $3.05M | Buy |
22,710
+106
| +0.5% | +$15.2K | 0.68% | 27 |
|
|
2022
Q2 | $3.46M | Sell |
22,604
-187
| -0.8% | -$28.6K | 0.68% | 22 |
|
|
2022
Q1 | $3.69M | Buy |
22,791
+486
| +2% | +$70.6K | 0.6% | 32 |
|
|
2021
Q4 | $3.02M | Buy |
22,305
+19
| +0.1% | +$2.24K | 0.49% | 44 |
|
|
2021
Q3 | $2.4M | Buy |
22,286
+343
| +2% | +$39.2K | 0.42% | 55 |
|
|
2021
Q2 | $2.47M | Sell |
21,943
-632
| -3% | -$71.2K | 0.43% | 55 |
|
|
2021
Q1 | $2.44M | Buy |
22,575
+647
| +3% | +$69.2K | 0.46% | 50 |
|
|
2020
Q4 | $2.35M | Buy |
21,928
+715
| +3% | +$68.7K | 0.47% | 47 |
|
|
2020
Q3 | $1.86M | Buy |
21,213
+881
| +4% | +$82.9K | 0.42% | 49 |
|
|
2020
Q2 | $2M | Buy |
20,332
+3,808
| +23% | +$335K | 0.49% | 40 |
|
|
2020
Q1 | $1.26M | Buy |
16,524
+451
| +3% | +$38.4K | 0.39% | 64 |
|
|
2019
Q4 | $1.42M | Buy |
16,073
+2,594
| +19% | +$215K | 0.32% | 75 |
|
|
2019
Q3 | $1.02M | Sell |
13,479
-803
| -6% | -$55.1K | 0.26% | 110 |
|
|
2019
Q2 | $1.04M | Buy |
14,282
+458
| +3% | +$36K | 0.23% | 127 |
|
|
2019
Q1 | $1.11M | Buy |
13,824
+109
| +0.8% | +$8.92K | 0.24% | 115 |
|
|
2018
Q4 | $1.26M | Sell |
13,715
-384
| -3% | -$33.8K | 0.52% | 49 |
|
|
2018
Q3 | $1.32M | Buy |
14,099
+179
| +1% | +$17K | 0.45% | 74 |
|
|
2018
Q2 | $1.29M | Buy |
13,920
+267
| +2% | +$26.1K | 0.41% | 79 |
|
|
2018
Q1 | $1.32M | Buy |
13,653
+807
| +6% | +$88.7K | 0.39% | 82 |
|
|
2017
Q4 | $1.25M | Sell |
12,846
-1,466
| -10% | -$138K | 0.29% | 110 |
|
|
2017
Q3 | $1.28M | Sell |
14,312
-197
| -1% | -$15K | 0.41% | 77 |
|
|
2017
Q2 | $1.06M | Buy |
+14,509
| New | +$975K | 0.29% | 102 |
|
Other funds holding ABBV
Institute for Wealth Management's ABBV Position: Q2 2026 in Review
Institute for Wealth Management reduced its AbbVie (ABBV) stake by 0.37% in Q2 2026, selling an estimated $14.8K and leaving 18,395 shares worth $4.63M. The position accounts for 0.41% of the portfolio, ranked #48.
Institute for Wealth Management first reported a position in ABBV in Q2 2017 and has held it in 37 quarters since. 4,194 funds tracked by Wall St. Rank hold ABBV as of Q2 2026.
- Institute for Wealth Management held 18,395 shares of AbbVie worth $4.63M as of Q2 2026.
- Institute for Wealth Management sold 69 AbbVie shares in Q2 2026, an estimated $14.8K.
- AbbVie made up 0.41% of Institute for Wealth Management's portfolio in Q2 2026, its #48 holding.
- Institute for Wealth Management first reported a position in AbbVie in Q2 2017 and has held it in 37 quarters since.
- 4,194 funds tracked by Wall St. Rank held AbbVie as of Q2 2026.
Based on Institute for Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.