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J. Derek Lewis & Associates’s AbbVie ABBV Stock Holding History

J. Derek Lewis & Associates’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 		$4.77M Sell
18,944
-223
-1% -$48K 0.9% 23
2026
Q1 		$4.17M Buy
19,167
+903
+5% +$200K 0.94% 21
2025
Q4 		$4.17M Buy
+18,264
New +$4.16M 0.98% 19

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

J. Derek Lewis & Associates's ABBV Position: Q2 2026 in Review

J. Derek Lewis & Associates reduced its AbbVie (ABBV) stake by 1.2% in Q2 2026, selling an estimated $48K and leaving 18,944 shares worth $4.77M. The position accounts for 0.9% of the portfolio, ranked #23.

J. Derek Lewis & Associates first reported a position in ABBV in Q4 2025 and has held it in 3 quarters since. 4,194 funds tracked by Wall St. Rank hold ABBV as of Q2 2026.

  • J. Derek Lewis & Associates held 18,944 shares of AbbVie worth $4.77M as of Q2 2026.
  • J. Derek Lewis & Associates sold 223 AbbVie shares in Q2 2026, an estimated $48K.
  • AbbVie made up 0.9% of J. Derek Lewis & Associates's portfolio in Q2 2026, its #23 holding.
  • J. Derek Lewis & Associates first reported a position in AbbVie in Q4 2025 and has held it in 3 quarters since.
  • 4,194 funds tracked by Wall St. Rank held AbbVie as of Q2 2026.

Based on J. Derek Lewis & Associates's 13F filing for Q2 2026, filed 31 Jul 2026.