KW Wealth Management’s AbbVie ABBV Stock Holding History

KW Wealth Management’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	–	Sell	-4,573	Closed	-$1.05M	–	3
2025 Q4	$1.05M	Buy	4,573 +415	+10%	+$94.5K	1.59%	18
2025 Q3	$963K	Buy	+4,158	New	+$847K	1.64%	18

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

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

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

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

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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

KW Wealth Management's ABBV Position: Q1 2026 in Review

KW Wealth Management sold out of AbbVie (ABBV) in Q1 2026, closing a stake of 4,573 shares — an estimated $1.05M sold.

KW Wealth Management first reported a position in ABBV in Q3 2025 and held it in 2 quarters. The position peaked at $1.05M in Q4 2025. 4,097 funds tracked by Wall St. Rank hold ABBV as of Q1 2026.

KW Wealth Management reported no remaining AbbVie position as of Q1 2026 after selling out during the quarter.
KW Wealth Management sold 4,573 AbbVie shares in Q1 2026, an estimated $1.05M.
KW Wealth Management first reported a position in AbbVie in Q3 2025 and held it in 2 quarters.
KW Wealth Management's AbbVie position peaked at $1.05M in Q4 2025.
4,097 funds tracked by Wall St. Rank held AbbVie as of Q1 2026.

Based on KW Wealth Management's 13F filing for Q1 2026.