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JFG Wealth Management’s AbbVie ABBV Stock Holding History

JFG 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
2025
Q3 		$481K Buy
2,077
+59
+3% +$12K 0.09% 47
2025
Q2 		$375K Hold
2,018
– – 0.08% 47
2025
Q1 		$423K Sell
2,018
-286
-12% -$55.6K 0.1% 53
2024
Q4 		$409K Hold
2,304
– – 0.09% 64
2024
Q3 		$455K Buy
2,304
+178
+8% +$33.2K 0.12% 46
2024
Q2 		$365K Buy
+2,126
New +$352K 0.1% 41
2020
Q4 		– Sell
-3,000
Closed -$263K – 46
2020
Q3 		$263K Buy
+3,000
New +$282K 0.19% 26

Other funds holding ABBV

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 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
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

JFG Wealth Management's ABBV Position: Q3 2025 in Review

JFG Wealth Management increased its AbbVie (ABBV) stake by 2.9% in Q3 2025, buying an estimated $12K and bringing the position to 2,077 shares worth $481K. The position accounts for 0.09% of the portfolio, ranked #47.

JFG Wealth Management first reported a position in ABBV in Q3 2020 and has held it in 7 quarters since. 3,905 funds tracked by Wall St. Rank hold ABBV as of Q3 2025.

  • JFG Wealth Management held 2,077 shares of AbbVie worth $481K as of Q3 2025.
  • JFG Wealth Management bought 59 AbbVie shares in Q3 2025, an estimated $12K.
  • AbbVie made up 0.09% of JFG Wealth Management's portfolio in Q3 2025, its #47 holding.
  • JFG Wealth Management first reported a position in AbbVie in Q3 2020 and has held it in 7 quarters since.
  • 3,905 funds tracked by Wall St. Rank held AbbVie as of Q3 2025.

Based on JFG Wealth Management's 13F filing for Q3 2025, filed 31 Oct 2025.