JFS Wealth Advisors’s AbbVie ABBV Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$2.64M Sell
10,506
-52
-0.5% -$11.2K 0.13% 98
2026
Q1
$2.3M Sell
10,558
-220
-2% -$48.8K 0.13% 99
2025
Q4
$2.46M Buy
10,778
+484
+5% +$110K 0.14% 94
2025
Q3
$2.38M Buy
10,294
+279
+3% +$56.8K 0.14% 97
2025
Q2
$1.86M Buy
10,015
+114
+1% +$21.2K 0.12% 104
2025
Q1
$2.07M Sell
9,901
-272
-3% -$52.9K 0.14% 90
2024
Q4
$1.81M Sell
10,173
-9
-0.1% -$1.66K 0.12% 97
2024
Q3
$2.01M Buy
10,182
+8,661
+569% +$1.62M 0.13% 95
2024
Q2
$261K Sell
1,521
-146
-9% -$24.2K 0.02% 212
2024
Q1
$304K Sell
1,667
-132
-7% -$22.7K 0.02% 200
2023
Q4
$279K Buy
1,799
+87
+5% +$12.7K 0.02% 198
2023
Q3
$255K Buy
1,712
+269
+19% +$39.5K 0.02% 193
2023
Q2
$194K Sell
1,443
-90
-6% -$13.2K 0.02% 219
2023
Q1
$244K Sell
1,533
-337
-18% -$51.5K 0.02% 194
2022
Q4
$302K Sell
1,870
-69
-4% -$10.6K 0.03% 180
2022
Q3
$260K Sell
1,939
-65
-3% -$9.33K 0.03% 190
2022
Q2
$307K Buy
2,004
+191
+11% +$29.2K 0.03% 173
2022
Q1
$294K Buy
1,813
+216
+14% +$31.4K 0.03% 193
2021
Q4
$216K Buy
1,597
+311
+24% +$36.7K 0.02% 216
2021
Q3
$139K Buy
1,286
+386
+43% +$44.1K 0.01% 259
2021
Q2
$101K Buy
900
+6
+0.7% +$676 0.02% 220
2021
Q1
$97K Sell
894
-444
-33% -$47.5K 0.02% 193
2020
Q4
$143K Buy
1,338
+426
+47% +$40.9K 0.03% 164
2020
Q3
$80K Buy
912
+1
+0.1% +$94 0.02% 196
2020
Q2
$89K Sell
911
-4
-0.4% -$352 0.02% 189
2020
Q1
$70K Sell
915
-298
-25% -$25.4K 0.02% 198
2019
Q4
$107K Buy
1,213
+82
+7% +$6.81K 0.03% 191
2019
Q3
$86K Hold
1,131
0.02% 202
2019
Q2
$82K Hold
1,131
0.02% 200
2019
Q1
$91K Sell
1,131
-35
-3% -$2.86K 0.02% 189
2018
Q4
$107K Sell
1,166
-97
-8% -$8.53K 0.03% 166
2018
Q3
$119K Buy
1,263
+82
+7% +$7.78K 0.03% 183
2018
Q2
$109K Buy
1,181
+13
+1% +$1.27K 0.03% 185
2018
Q1
$111K Hold
1,168
0.03% 187
2017
Q4
$113K Buy
1,168
+37
+3% +$3.49K 0.03% 190
2017
Q3
$101K Hold
1,131
0.03% 184
2017
Q2
$82K Hold
1,131
0.02% 186
2017
Q1
$71K Hold
1,131
0.02% 195
2016
Q4
$71K Hold
1,131
0.02% 195
2016
Q3
$71K Hold
1,131
0.02% 204
2016
Q2
$70K Sell
1,131
-34
-3% -$2.07K 0.02% 224
2016
Q1
$67K Buy
1,165
+34
+3% +$1.9K 0.02% 207
2015
Q4
$67K Hold
1,131
0.02% 220
2015
Q3
$62K Sell
1,131
-259
-19% -$16.9K 0.03% 189
2015
Q2
$93K Buy
1,390
+831
+149% +$54.3K 0.05% 130
2015
Q1
$33K Sell
559
-211
-27% -$12.7K 0.02% 218
2014
Q4
$50K Sell
770
-3,451
-82% -$218K 0.01% 185
2014
Q3
$244K Sell
4,221
-563
-12% -$31.3K 0.04% 67
2014
Q2
$270K Sell
4,784
-2,129
-31% -$112K 0.05% 66
2014
Q1
$355K Sell
6,913
-4,041
-37% -$204K 0.2% 70
2013
Q4
$578K Buy
10,954
+803
+8% +$39.5K 0.25% 65
2013
Q3
$454K Buy
+10,151
New +$450K 0.21% 69

Other funds holding ABBV

JFS Wealth Advisors's ABBV Position: Q2 2026 in Review

JFS Wealth Advisors reduced its AbbVie (ABBV) stake by 0.49% in Q2 2026, selling an estimated $11.2K and leaving 10,506 shares worth $2.64M. The position accounts for 0.13% of the portfolio, ranked #98.

JFS Wealth Advisors first reported a position in ABBV in Q3 2013 and has held it in 52 quarters since. 4,201 funds tracked by Wall St. Rank hold ABBV as of Q2 2026.

  • JFS Wealth Advisors held 10,506 shares of AbbVie worth $2.64M as of Q2 2026.
  • JFS Wealth Advisors sold 52 AbbVie shares in Q2 2026, an estimated $11.2K.
  • AbbVie made up 0.13% of JFS Wealth Advisors's portfolio in Q2 2026, its #98 holding.
  • JFS Wealth Advisors first reported a position in AbbVie in Q3 2013 and has held it in 52 quarters since.
  • 4,201 funds tracked by Wall St. Rank held AbbVie as of Q2 2026.

Based on JFS Wealth Advisors's 13F filing for Q2 2026, filed 10 Jul 2026.