Lakeside Advisors
ABBV icon

Lakeside Advisors’s AbbVie ABBV Stock Holding History

Lakeside Advisors’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
Q3 		$4M Sell
15,276
-100
-0.7% -$25.6K 2.33% 10
2026
Q2 		$3.87M Sell
15,376
-300
-2% -$64.5K 2.44% 13
2026
Q1 		$3.41M Hold
15,676
– – 2.28% 12
2025
Q4 		$3.58M Hold
15,676
– – 2.29% 12
2025
Q3 		$3.63M Sell
15,676
-400
-2% -$81.5K 2.3% 11
2025
Q2 		$2.98M Sell
16,076
-700
-4% -$130K 1.92% 13
2025
Q1 		$3.51M Sell
16,776
-100
-0.6% -$19.4K 2.33% 12
2024
Q4 		$3M Sell
16,876
-300
-2% -$55.2K 1.98% 13
2024
Q3 		$3.39M Sell
17,176
-425
-2% -$79.3K 2.13% 12
2024
Q2 		$3.02M Sell
17,601
-400
-2% -$66.3K 1.96% 12
2024
Q1 		$3.28M Buy
18,001
+35
+0.2% +$6.03K 2.1% 12
2023
Q4 		$2.78M Sell
17,966
-255
-1% -$37.2K 1.93% 13
2023
Q3 		$2.72M Sell
18,221
-400
-2% -$58.7K 2.09% 12
2023
Q2 		$2.51M Sell
18,621
-100
-0.5% -$14.7K 1.85% 13
2023
Q1 		$2.98M Sell
18,721
-50
-0.3% -$7.64K 2.3% 13
2022
Q4 		$3.03M Sell
18,771
-350
-2% -$53.7K 2.49% 13
2022
Q3 		$2.57M Sell
19,121
-200
-1% -$28.7K 2.3% 13
2022
Q2 		$2.96M Sell
19,321
-200
-1% -$30.6K 2.52% 12
2022
Q1 		$3.16M Sell
19,521
-200
-1% -$29.1K 2.39% 11
2021
Q4 		$2.67M Buy
+19,721
New +$2.33M 1.97% 13

Other funds holding ABBV

State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $704B AUM 26.74% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $474B AUM 32.39% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $824B AUM 37.44% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $483B AUM 27.72% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Lakeside Advisors's ABBV Position: Q3 2026 in Review

Lakeside Advisors reduced its AbbVie (ABBV) stake by 0.65% in Q3 2026, selling an estimated $25.6K and leaving 15,276 shares worth $4M. The position accounts for 2.33% of the portfolio, ranked #10.

Lakeside Advisors first reported a position in ABBV in Q4 2021 and has held it in 20 quarters since. 3,450 funds tracked by Wall St. Rank hold ABBV as of Q3 2026.

  • Lakeside Advisors held 15,276 shares of AbbVie worth $4M as of Q3 2026.
  • Lakeside Advisors sold 100 AbbVie shares in Q3 2026, an estimated $25.6K.
  • AbbVie made up 2.33% of Lakeside Advisors's portfolio in Q3 2026, its #10 holding.
  • Lakeside Advisors first reported a position in AbbVie in Q4 2021 and has held it in 20 quarters since.
  • 3,450 funds tracked by Wall St. Rank held AbbVie as of Q3 2026.

Based on Lakeside Advisors's 13F filing for Q3 2026, filed 20 Oct 2026.