JF
ABBV icon

Joule Financial’s AbbVie ABBV Stock Holding History

Joule Financial’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 		$429K Sell
1,704
-1
-0.1% -$215 0.12% 70
2026
Q1 		$371K Sell
1,705
-10
-0.6% -$2.22K 0.11% 77
2025
Q4 		$392K Hold
1,715
– – 0.12% 70
2025
Q3 		$397K Sell
1,715
-135
-7% -$27.5K 0.12% 71
2025
Q2 		$343K Sell
1,850
-435
-19% -$80.8K 0.11% 80
2025
Q1 		$479K Buy
2,285
+599
+36% +$116K 0.17% 63
2024
Q4 		$300K Sell
1,686
-207
-11% -$38.1K 0.11% 82
2024
Q3 		$374K Buy
1,893
+62
+3% +$11.6K 0.14% 77
2024
Q2 		$314K Buy
1,831
+129
+8% +$21.4K 0.13% 80
2024
Q1 		$310K Sell
1,702
-44
-3% -$7.58K 0.13% 80
2023
Q4 		$271K Sell
1,746
-124
-7% -$18.1K 0.13% 85
2023
Q3 		$279K Buy
1,870
+294
+19% +$43.2K 0.14% 83
2023
Q2 		$212K Buy
1,576
+45
+3% +$6.6K 0.11% 94
2023
Q1 		$244K Buy
+1,531
New +$234K 0.13% 86

Other funds holding ABBV

LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
ATO
Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
HCM
Hamlin Capital Management New York $4.45B AUM 22.95% 1-Year Est. Return
AAMU
AEGON Asset Management (UK) Edinburgh, United Kingdom $9.38B AUM 48.94% 1-Year Est. Return
FWCM
Ferguson Wellman Capital Management Portland, Oregon $8.19B AUM 30.56% 1-Year Est. Return

Joule Financial's ABBV Position: Q2 2026 in Review

Joule Financial reduced its AbbVie (ABBV) stake by 0.06% in Q2 2026, selling an estimated $215 and leaving 1,704 shares worth $429K. The position accounts for 0.12% of the portfolio, ranked #70.

Joule Financial first reported a position in ABBV in Q1 2023 and has held it in 14 quarters since. The position peaked at $479K in Q1 2025. 1,476 funds tracked by Wall St. Rank hold ABBV as of Q2 2026.

  • Joule Financial held 1,704 shares of AbbVie worth $429K as of Q2 2026.
  • Joule Financial sold 1 AbbVie share in Q2 2026, an estimated $215.
  • AbbVie made up 0.12% of Joule Financial's portfolio in Q2 2026, its #70 holding.
  • Joule Financial first reported a position in AbbVie in Q1 2023 and has held it in 14 quarters since.
  • Joule Financial's AbbVie position peaked at $479K in Q1 2025.
  • 1,476 funds tracked by Wall St. Rank held AbbVie as of Q2 2026.

Based on Joule Financial's 13F filing for Q2 2026, filed 15 Jul 2026.