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Kerr Financial Planning’s AbbVie ABBV Stock Holding History

Kerr Financial Planning’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 		$228K Buy
908
+2
+0.2% +$430 0.25% 75
2026
Q1 		$178K Buy
906
+3
+0.3% +$665 0.13% 86
2025
Q4 		$197K Hold
903
– – 0.27% 84
2025
Q3 		$212K Buy
+903
New +$184K 0.3% 71

Other funds holding ABBV

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Kerr Financial Planning's ABBV Position: Q2 2026 in Review

Kerr Financial Planning increased its AbbVie (ABBV) stake by 0.22% in Q2 2026, buying an estimated $430 and bringing the position to 908 shares worth $228K. The position accounts for 0.25% of the portfolio, ranked #75.

Kerr Financial Planning first reported a position in ABBV in Q3 2025 and has held it in 4 quarters since. 4,195 funds tracked by Wall St. Rank hold ABBV as of Q2 2026.

  • Kerr Financial Planning held 908 shares of AbbVie worth $228K as of Q2 2026.
  • Kerr Financial Planning bought 2 AbbVie shares in Q2 2026, an estimated $430.
  • AbbVie made up 0.25% of Kerr Financial Planning's portfolio in Q2 2026, its #75 holding.
  • Kerr Financial Planning first reported a position in AbbVie in Q3 2025 and has held it in 4 quarters since.
  • 4,195 funds tracked by Wall St. Rank held AbbVie as of Q2 2026.

Based on Kerr Financial Planning's 13F filing for Q2 2026, filed 2 Jul 2026.