IAG
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Investmark Advisory Group’s AbbVie ABBV Stock Holding History

Investmark Advisory 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
Q1 		$5.03M Sell
23,140
-284
-1% -$63K 2.15% 9
2025
Q4 		$5.35M Sell
23,424
-773
-3% -$176K 2.28% 7
2025
Q3 		$5.6M Sell
24,197
-257
-1% -$52.3K 2.43% 7
2025
Q2 		$4.54M Sell
24,454
-1,417
-5% -$263K 2.13% 9
2025
Q1 		$5.42M Sell
25,871
-410
-2% -$79.7K 2.68% 7
2024
Q4 		$4.67M Buy
26,281
+189
+0.7% +$34.7K 2.29% 9
2024
Q3 		$5.15M Buy
26,092
+347
+1% +$64.8K 2.5% 8
2024
Q2 		$4.42M Sell
25,745
-287
-1% -$47.5K 2.36% 9
2024
Q1 		$4.74M Sell
26,032
-1,110
-4% -$191K 2.6% 8
2023
Q4 		$4.21M Buy
27,142
+197
+0.7% +$28.7K 2.47% 9
2023
Q3 		$4.02M Buy
26,945
+230
+0.9% +$33.8K 2.72% 7
2023
Q2 		$3.6M Buy
26,715
+150
+0.6% +$22K 2.4% 11
2023
Q1 		$4.23M Buy
26,565
+433
+2% +$66.2K 3.11% 5
2022
Q4 		$4.22M Buy
26,132
+583
+2% +$89.4K 3.13% 5
2022
Q3 		$3.43M Buy
25,549
+607
+2% +$87.1K 3.08% 5
2022
Q2 		$3.82M Buy
24,942
+266
+1% +$40.6K 3.78% 5
2022
Q1 		$4M Buy
24,676
+456
+2% +$66.2K 4.12% 5
2021
Q4 		$3.28M Buy
+24,220
New +$2.86M 3.07% 8

Other funds holding ABBV

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Investmark Advisory Group's ABBV Position: Q1 2026 in Review

Investmark Advisory Group reduced its AbbVie (ABBV) stake by 1.2% in Q1 2026, selling an estimated $63K and leaving 23,140 shares worth $5.03M. The position accounts for 2.15% of the portfolio, ranked #9.

Investmark Advisory Group first reported a position in ABBV in Q4 2021 and has held it in 18 quarters since. The position peaked at $5.6M in Q3 2025. 4,078 funds tracked by Wall St. Rank hold ABBV as of Q1 2026.

  • Investmark Advisory Group held 23,140 shares of AbbVie worth $5.03M as of Q1 2026.
  • Investmark Advisory Group sold 284 AbbVie shares in Q1 2026, an estimated $63K.
  • AbbVie made up 2.15% of Investmark Advisory Group's portfolio in Q1 2026, its #9 holding.
  • Investmark Advisory Group first reported a position in AbbVie in Q4 2021 and has held it in 18 quarters since.
  • Investmark Advisory Group's AbbVie position peaked at $5.6M in Q3 2025.
  • 4,078 funds tracked by Wall St. Rank held AbbVie as of Q1 2026.

Based on Investmark Advisory Group's 13F filing for Q1 2026, filed 15 May 2026.