JWM
ABBV icon

Jeppson Wealth Management’s AbbVie ABBV Stock Holding History

Jeppson 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 		$2.49M Sell
9,902
-16
-0.2% -$3.44K 0.73% 37
2026
Q1 		$2.16M Sell
9,918
-180
-2% -$39.9K 0.68% 40
2025
Q4 		$2.31M Hold
10,098
– – 0.73% 34
2025
Q3 		$2.34M Sell
10,098
-181
-2% -$36.9K 0.75% 31
2025
Q2 		$1.91M Buy
10,279
+334
+3% +$62.1K 0.66% 37
2025
Q1 		$2.08M Buy
9,945
+128
+1% +$24.9K 0.76% 33
2024
Q4 		$1.74M Sell
9,817
-4
-0% -$735 0.63% 40
2024
Q3 		$1.94M Sell
9,821
-89
-0.9% -$16.6K 0.69% 36
2024
Q2 		$1.7M Buy
9,910
+89
+0.9% +$14.7K 0.65% 36
2024
Q1 		$1.79M Sell
9,821
-287
-3% -$49.5K 0.69% 33
2023
Q4 		$1.57M Buy
10,108
+38
+0.4% +$5.54K 0.65% 40
2023
Q3 		$1.5M Buy
10,070
+262
+3% +$38.5K 0.69% 31
2023
Q2 		$1.32M Sell
9,808
-103
-1% -$15.1K 0.58% 43
2023
Q1 		$1.58M Buy
9,911
+568
+6% +$86.8K 0.69% 33
2022
Q4 		$1.51M Buy
9,343
+1,158
+14% +$178K 0.64% 36
2022
Q3 		$1.1M Buy
8,185
+1,774
+28% +$255K 0.5% 47
2022
Q2 		$982K Buy
6,411
+2,463
+62% +$376K 0.42% 55
2022
Q1 		$640K Sell
3,948
-135
-3% -$19.6K 0.3% 77
2021
Q4 		$553K Sell
4,083
-199
-5% -$23.5K 0.27% 85
2021
Q3 		$461K Buy
4,282
+11
+0.3% +$1.26K 0.24% 92
2021
Q2 		$481K Buy
4,271
+1
+0% +$113 0.26% 86
2021
Q1 		$462K Sell
4,270
-28
-0.7% -$3K 0.27% 80
2020
Q4 		$461K Buy
4,298
+120
+3% +$11.5K 0.31% 77
2020
Q3 		$366K Buy
+4,178
New +$393K 0.29% 83

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

Jeppson Wealth Management's ABBV Position: Q2 2026 in Review

Jeppson Wealth Management reduced its AbbVie (ABBV) stake by 0.16% in Q2 2026, selling an estimated $3.44K and leaving 9,902 shares worth $2.49M. The position accounts for 0.73% of the portfolio, ranked #37.

Jeppson Wealth Management first reported a position in ABBV in Q3 2020 and has held it in 24 quarters since. 4,201 funds tracked by Wall St. Rank hold ABBV as of Q2 2026.

  • Jeppson Wealth Management held 9,902 shares of AbbVie worth $2.49M as of Q2 2026.
  • Jeppson Wealth Management sold 16 AbbVie shares in Q2 2026, an estimated $3.44K.
  • AbbVie made up 0.73% of Jeppson Wealth Management's portfolio in Q2 2026, its #37 holding.
  • Jeppson Wealth Management first reported a position in AbbVie in Q3 2020 and has held it in 24 quarters since.
  • 4,201 funds tracked by Wall St. Rank held AbbVie as of Q2 2026.

Based on Jeppson Wealth Management's 13F filing for Q2 2026, filed 4 Aug 2026.