Lakeshore Financial Planning’s AbbVie ABBV Stock Holding History

Lakeshore 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	$346K	Buy	1,374 +1	+0.1%	+$215	0.11%	61
2026 Q1	$299K	Buy	1,373 +2	+0.1%	+$444	0.11%	60
2025 Q4	$313K	Buy	1,371 +34	+3%	+$7.75K	0.11%	59
2025 Q3	$310K	Buy	1,337 +3	+0.2%	+$611	0.12%	53
2025 Q2	$248K	Buy	1,334 +6	+0.5%	+$1.11K	0.1%	66
2025 Q1	$278K	Buy	1,328 +1	+0.1%	+$194	0.12%	54
2024 Q4	$236K	Buy	1,327 +1	+0.1%	+$184	0.1%	63
2024 Q3	$262K	Buy	1,326 +1	+0.1%	+$187	0.12%	57
2024 Q2	$227K	Buy	1,325 +1	+0.1%	+$166	0.11%	59
2024 Q1	$241K	Buy	1,324 +4	+0.3%	+$689	0.12%	54
2023 Q4	$205K	Sell	1,320 -135	-9%	-$19.7K	0.11%	60
2023 Q3	$217K	Buy	+1,455	New	+$214K	0.12%	56

Other funds holding ABBV

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

ECSS

Eurizon Capital SGR SpA Milan $37.3B AUM

ATO

Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

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

Lakeshore Financial Planning increased its AbbVie (ABBV) stake by 0.07% in Q2 2026, buying an estimated $215 and bringing the position to 1,374 shares worth $346K. The position accounts for 0.11% of the portfolio, ranked #61.

Lakeshore Financial Planning first reported a position in ABBV in Q3 2023 and has held it in 12 quarters since. 2,121 funds tracked by Wall St. Rank hold ABBV as of Q2 2026.

Lakeshore Financial Planning held 1,374 shares of AbbVie worth $346K as of Q2 2026.
Lakeshore Financial Planning bought 1 AbbVie share in Q2 2026, an estimated $215.
AbbVie made up 0.11% of Lakeshore Financial Planning's portfolio in Q2 2026, its #61 holding.
Lakeshore Financial Planning first reported a position in AbbVie in Q3 2023 and has held it in 12 quarters since.
2,121 funds tracked by Wall St. Rank held AbbVie as of Q2 2026.

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