Kapstone Financial Advisors’s AbbVie ABBV Stock Holding History

Kapstone Financial Advisors’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	$2.96M	Sell	13,622 -121	-0.9%	-$26.8K	1.45%	16
2025 Q4	$3.14M	Buy	13,743 +1	+0%	+$228	1.56%	14
2025 Q3	$3.18M	Sell	13,742 -279	-2%	-$56.8K	1.5%	15
2025 Q2	$2.6M	Buy	14,021 +2	+0%	+$372	1.3%	18
2025 Q1	$2.94M	Sell	14,019 -70	-0.5%	-$13.6K	1.66%	12
2024 Q4	$2.47M	Buy	14,089 +43	+0.3%	+$7.91K	1.32%	16
2024 Q3	$2.74M	Buy	14,046 +1	+0%	+$187	1.66%	13
2024 Q2	$2.41M	Buy	14,045 +208	+2%	+$34.5K	1.58%	14
2024 Q1	$2.52M	Sell	13,837 -118	-0.8%	-$20.3K	1.72%	11
2023 Q4	$2.3M	Sell	13,955 -32	-0.2%	-$4.67K	1.81%	12
2023 Q3	$2.08M	Buy	13,987 +81	+0.6%	+$11.9K	1.88%	11
2023 Q2	$2.07M	Buy	13,906 +85	+0.6%	+$12.5K	1.71%	11
2023 Q1	$2.25M	Sell	13,821 -39	-0.3%	-$5.96K	2.03%	8
2022 Q4	$2.01M	Buy	+13,860	New	+$2.13M	1.83%	9

Other funds holding ABBV

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Kapstone Financial Advisors's ABBV Position: Q1 2026 in Review

Kapstone Financial Advisors reduced its AbbVie (ABBV) stake by 0.88% in Q1 2026, selling an estimated $26.8K and leaving 13,622 shares worth $2.96M. The position accounts for 1.45% of the portfolio, ranked #16.

Kapstone Financial Advisors first reported a position in ABBV in Q4 2022 and has held it in 14 quarters since. The position peaked at $3.18M in Q3 2025. 4,075 funds tracked by Wall St. Rank hold ABBV as of Q1 2026.

Kapstone Financial Advisors held 13,622 shares of AbbVie worth $2.96M as of Q1 2026.
Kapstone Financial Advisors sold 121 AbbVie shares in Q1 2026, an estimated $26.8K.
AbbVie made up 1.45% of Kapstone Financial Advisors's portfolio in Q1 2026, its #16 holding.
Kapstone Financial Advisors first reported a position in AbbVie in Q4 2022 and has held it in 14 quarters since.
Kapstone Financial Advisors's AbbVie position peaked at $3.18M in Q3 2025.
4,075 funds tracked by Wall St. Rank held AbbVie as of Q1 2026.

Based on Kapstone Financial Advisors's 13F filing for Q1 2026, filed 22 Apr 2026.