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Lakeridge Wealth Management’s AbbVie ABBV Stock Holding History

Lakeridge 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
Q2 		$655K Buy
2,603
+73
+3% +$15.7K 0.24% 83
2026
Q1 		$550K Sell
2,530
-125
-5% -$27.7K 0.24% 87
2025
Q4 		$607K Buy
2,655
+93
+4% +$21.2K 0.28% 76
2025
Q3 		$593K Sell
2,562
-41
-2% -$8.35K 0.26% 70
2025
Q2 		$483K Buy
2,603
+34
+1% +$6.32K 0.22% 86
2025
Q1 		$538K Sell
2,569
-249
-9% -$48.4K 0.27% 73
2024
Q4 		$501K Sell
2,818
-211
-7% -$38.8K 0.26% 80
2024
Q3 		$598K Sell
3,029
-100
-3% -$18.7K 0.33% 66
2024
Q2 		$537K Sell
3,129
-17
-0.5% -$2.82K 0.32% 63
2024
Q1 		$573K Sell
3,146
-234
-7% -$40.3K 0.37% 55
2023
Q4 		$524K Buy
+3,380
New +$493K 0.38% 55

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

Lakeridge Wealth Management's ABBV Position: Q2 2026 in Review

Lakeridge Wealth Management increased its AbbVie (ABBV) stake by 2.9% in Q2 2026, buying an estimated $15.7K and bringing the position to 2,603 shares worth $655K. The position accounts for 0.24% of the portfolio, ranked #83.

Lakeridge Wealth Management first reported a position in ABBV in Q4 2023 and has held it in 11 quarters since. 4,194 funds tracked by Wall St. Rank hold ABBV as of Q2 2026.

  • Lakeridge Wealth Management held 2,603 shares of AbbVie worth $655K as of Q2 2026.
  • Lakeridge Wealth Management bought 73 AbbVie shares in Q2 2026, an estimated $15.7K.
  • AbbVie made up 0.24% of Lakeridge Wealth Management's portfolio in Q2 2026, its #83 holding.
  • Lakeridge Wealth Management first reported a position in AbbVie in Q4 2023 and has held it in 11 quarters since.
  • 4,194 funds tracked by Wall St. Rank held AbbVie as of Q2 2026.

Based on Lakeridge Wealth Management's 13F filing for Q2 2026, filed 14 Jul 2026.