JPWM
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Jamison Private Wealth Management’s AbbVie ABBV Stock Holding History

Jamison Private 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
Q1 		$12.9M Buy
59,423
+474
+0.8% +$105K 1.62% 16
2025
Q4 		$13.5M Buy
58,949
+123
+0.2% +$28K 1.68% 17
2025
Q3 		$13.6M Buy
58,826
+2,884
+5% +$587K 1.76% 16
2025
Q2 		$10.4M Sell
55,942
-1,413
-2% -$263K 1.49% 20
2025
Q1 		$12M Sell
57,355
-860
-1% -$167K 1.83% 13
2024
Q4 		$10.3M Buy
58,215
+2,688
+5% +$494K 1.53% 18
2024
Q3 		$11M Buy
55,527
+1,346
+2% +$251K 1.67% 15
2024
Q2 		$9.29M Buy
54,181
+1,955
+4% +$324K 1.54% 18
2024
Q1 		$9.51M Buy
52,226
+784
+2% +$135K 1.61% 16
2023
Q4 		$7.97M Sell
51,442
-104
-0.2% -$15.2K 1.49% 20
2023
Q3 		$7.68M Buy
+51,546
New +$7.57M 1.59% 16

Other funds holding ABBV

BlackRock
BlackRock New York $5.7T 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 $1.47T 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