Klingman & Associates’s AbbVie ABBV Stock Holding History

Klingman & Associates’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	$2.85M	Sell	13,120 -48	-0.4%	-$10.6K	0.14%	63
2025 Q4	$3.01M	Buy	13,168 +450	+4%	+$103K	0.15%	62
2025 Q3	$2.94M	Sell	12,718 -336	-3%	-$68.4K	0.15%	61
2025 Q2	$2.42M	Buy	13,054 +1,371	+12%	+$255K	0.13%	67
2025 Q1	$2.45M	Buy	11,683 +476	+4%	+$92.5K	0.15%	65
2024 Q4	$1.99M	Sell	11,207 -458	-4%	-$84.2K	0.12%	73
2024 Q3	$2.3M	Buy	11,665 +3,069	+36%	+$573K	0.14%	66
2024 Q2	$1.47M	Buy	8,596 +304	+4%	+$50.4K	0.1%	78
2024 Q1	$1.51M	Buy	8,292 +37	+0.4%	+$6.38K	0.1%	76
2023 Q4	$1.28M	Buy	8,255 +15	+0.2%	+$2.19K	0.09%	79
2023 Q3	$1.23M	Buy	8,240 +47	+0.6%	+$6.9K	0.1%	80
2023 Q2	$1.1M	Buy	8,193 +207	+3%	+$30.4K	0.09%	82
2023 Q1	$1.27M	Buy	7,986 +39	+0.5%	+$5.96K	0.11%	69
2022 Q4	$1.28M	Buy	7,947 +88	+1%	+$13.5K	0.11%	65
2022 Q3	$1.05M	Buy	7,859 +5	+0.1%	+$717	0.1%	75
2022 Q2	$1.2M	Sell	7,854 -106	-1%	-$16.2K	0.12%	68
2022 Q1	$1.29M	Buy	7,960 +2,882	+57%	+$419K	0.11%	66
2021 Q4	$688K	Buy	5,078 +67	+1%	+$7.91K	0.06%	91
2021 Q3	$541K	Buy	5,011 +57	+1%	+$6.51K	0.05%	93
2021 Q2	$558K	Buy	4,954 +77	+2%	+$8.67K	0.05%	93
2021 Q1	$528K	Buy	4,877 +50	+1%	+$5.35K	0.05%	90
2020 Q4	$517K	Hold	4,827	–	–	0.06%	86
2020 Q3	$423K	Buy	4,827 +1,037	+27%	+$97.6K	0.06%	90
2020 Q2	$372K	Hold	3,790	–	–	0.06%	89
2020 Q1	$289K	Hold	3,790	–	–	0.06%	98
2019 Q4	$336K	Hold	3,790	–	–	0.06%	101
2019 Q3	$287K	Hold	3,790	–	–	0.05%	100
2019 Q2	$276K	Hold	3,790	–	–	0.05%	103
2019 Q1	$305K	Buy	3,790 +105	+3%	+$8.59K	0.06%	95
2018 Q4	$340K	Hold	3,685	–	–	0.08%	79
2018 Q3	$349K	Hold	3,685	–	–	0.07%	80
2018 Q2	$341K	Sell	3,685 -106	-3%	-$10.4K	0.07%	79
2018 Q1	$359K	Buy	3,791 +106	+3%	+$11.6K	0.08%	76
2017 Q4	$356K	Hold	3,685	–	–	0.08%	90
2017 Q3	$327K	Sell	3,685 -650	-15%	-$49.5K	0.08%	75
2017 Q2	$314K	Buy	4,335 +265	+7%	+$17.8K	0.08%	76
2017 Q1	$265K	Buy	4,070 +31	+0.8%	+$1.95K	0.07%	81
2016 Q4	$253K	Hold	4,039	–	–	0.08%	78
2016 Q3	$255K	Hold	4,039	–	–	0.08%	82
2016 Q2	$250K	Hold	4,039	–	–	0.08%	80
2016 Q1	$231K	Hold	4,039	–	–	0.08%	88
2015 Q4	$239K	Buy	4,039 +705	+21%	+$40.6K	0.09%	95
2015 Q3	$181K	Sell	3,334 -184	-5%	-$12K	0.07%	119
2015 Q2	$236K	Buy	3,518 +184	+6%	+$12K	0.09%	78
2015 Q1	$195K	Hold	3,334	–	–	0.08%	85
2014 Q4	$218K	Buy	+3,334	New	+$210K	0.09%	80

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

Klingman & Associates's ABBV Position: Q1 2026 in Review

Klingman & Associates reduced its AbbVie (ABBV) stake by 0.36% in Q1 2026, selling an estimated $10.6K and leaving 13,120 shares worth $2.85M. The position accounts for 0.14% of the portfolio, ranked #63.

Klingman & Associates first reported a position in ABBV in Q4 2014 and has held it in 46 quarters since. The position peaked at $3.01M in Q4 2025. 4,076 funds tracked by Wall St. Rank hold ABBV as of Q1 2026.

Klingman & Associates held 13,120 shares of AbbVie worth $2.85M as of Q1 2026.
Klingman & Associates sold 48 AbbVie shares in Q1 2026, an estimated $10.6K.
AbbVie made up 0.14% of Klingman & Associates's portfolio in Q1 2026, its #63 holding.
Klingman & Associates first reported a position in AbbVie in Q4 2014 and has held it in 46 quarters since.
Klingman & Associates's AbbVie position peaked at $3.01M in Q4 2025.
4,076 funds tracked by Wall St. Rank held AbbVie as of Q1 2026.

Based on Klingman & Associates's 13F filing for Q1 2026, filed 14 May 2026.