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 Q2	$3.84M	Buy	15,264 +1,642	+12%	+$353K	1.61%	13
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 $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Kapstone Financial Advisors's ABBV Position: Q2 2026 in Review

Kapstone Financial Advisors increased its AbbVie (ABBV) stake by 12% in Q2 2026, buying an estimated $353K and bringing the position to 15,264 shares worth $3.84M. The position accounts for 1.61% of the portfolio, ranked #13.

Kapstone Financial Advisors first reported a position in ABBV in Q4 2022 and has held it in 15 quarters since. 4,215 funds tracked by Wall St. Rank hold ABBV as of Q2 2026.

Kapstone Financial Advisors held 15,264 shares of AbbVie worth $3.84M as of Q2 2026.
Kapstone Financial Advisors bought 1,642 AbbVie shares in Q2 2026, an estimated $353K.
AbbVie made up 1.61% of Kapstone Financial Advisors's portfolio in Q2 2026, its #13 holding.
Kapstone Financial Advisors first reported a position in AbbVie in Q4 2022 and has held it in 15 quarters since.
4,215 funds tracked by Wall St. Rank held AbbVie as of Q2 2026.

Based on Kapstone Financial Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.