LSPW
ABBV icon

Lake Street Private Wealth’s AbbVie ABBV Stock Holding History

Lake Street Private Wealth’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 		$8.6M Sell
34,175
-595
-2% -$128K 0.98% 27
2026
Q1 		$7.56M Sell
34,770
-1,629
-4% -$361K 0.96% 28
2025
Q4 		$8.32M Buy
36,399
+616
+2% +$140K 1.02% 23
2025
Q3 		$8.29M Buy
35,783
+989
+3% +$201K 1.07% 23
2025
Q2 		$6.46M Buy
34,794
+1,705
+5% +$317K 0.92% 35
2025
Q1 		$6.93M Buy
33,089
+979
+3% +$190K 1.13% 19
2024
Q4 		$5.71M Buy
32,110
+3,320
+12% +$610K 0.91% 30
2024
Q3 		$5.69M Sell
28,790
-735
-2% -$137K 0.91% 29
2024
Q2 		$5.06M Sell
29,525
-893
-3% -$148K 0.66% 32
2024
Q1 		$5.54M Buy
30,418
+1,373
+5% +$237K 0.76% 28
2023
Q4 		$4.5M Sell
29,045
-2,009
-6% -$293K 0.71% 34
2023
Q3 		$4.73M Buy
31,054
+885
+3% +$130K 0.85% 26
2023
Q2 		$4.06M Sell
30,169
-10,302
-25% -$1.51M 0.71% 34
2023
Q1 		$6.45M Buy
40,471
+1,850
+5% +$283K 1.2% 14
2022
Q4 		$6.24M Buy
38,621
+12,412
+47% +$1.9M 1.29% 12
2022
Q3 		$3.52M Buy
26,209
+1,103
+4% +$158K 0.81% 30
2022
Q2 		$3.85M Buy
25,106
+15,518
+162% +$2.37M 0.81% 30
2022
Q1 		$1.55M Buy
9,588
+1,102
+13% +$160K 0.28% 97
2021
Q4 		$1.15M Buy
8,486
+2,738
+48% +$323K 0.2% 117
2021
Q3 		$620K Buy
5,748
+7
+0.1% +$800 0.15% 132
2021
Q2 		$656K Buy
5,741
+380
+7% +$42.8K 0.17% 124
2021
Q1 		$580K Buy
5,361
+447
+9% +$47.8K 0.16% 130
2020
Q4 		$527K Buy
4,914
+35
+0.7% +$3.36K 0.15% 124
2020
Q3 		$427K Buy
4,879
+269
+6% +$25.3K 0.14% 121
2020
Q2 		$452K Sell
4,610
-570
-11% -$50.2K 0.17% 109
2020
Q1 		$395K Buy
5,180
+2,891
+126% +$246K 0.18% 105
2019
Q4 		$203K Buy
+2,289
New +$190K 0.08% 158

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

Lake Street Private Wealth's ABBV Position: Q2 2026 in Review

Lake Street Private Wealth reduced its AbbVie (ABBV) stake by 1.7% in Q2 2026, selling an estimated $128K and leaving 34,175 shares worth $8.6M. The position accounts for 0.98% of the portfolio, ranked #27.

Lake Street Private Wealth first reported a position in ABBV in Q4 2019 and has held it in 27 quarters since. 4,193 funds tracked by Wall St. Rank hold ABBV as of Q2 2026.

  • Lake Street Private Wealth held 34,175 shares of AbbVie worth $8.6M as of Q2 2026.
  • Lake Street Private Wealth sold 595 AbbVie shares in Q2 2026, an estimated $128K.
  • AbbVie made up 0.98% of Lake Street Private Wealth's portfolio in Q2 2026, its #27 holding.
  • Lake Street Private Wealth first reported a position in AbbVie in Q4 2019 and has held it in 27 quarters since.
  • 4,193 funds tracked by Wall St. Rank held AbbVie as of Q2 2026.

Based on Lake Street Private Wealth's 13F filing for Q2 2026, filed 10 Aug 2026.