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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
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 		$3.17M 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

Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return

Lakeside Advisors's ABBV Position: Q2 2026 in Review

Lakeside Advisors reduced its AbbVie (ABBV) stake by 1.9% in Q2 2026, selling an estimated $64.5K and leaving 15,376 shares worth $3.87M. The position accounts for 2.44% of the portfolio, ranked #13.

Lakeside Advisors first reported a position in ABBV in Q4 2021 and has held it in 19 quarters since. 2,538 funds tracked by Wall St. Rank hold ABBV as of Q2 2026.

  • Lakeside Advisors held 15,376 shares of AbbVie worth $3.87M as of Q2 2026.
  • Lakeside Advisors sold 300 AbbVie shares in Q2 2026, an estimated $64.5K.
  • AbbVie made up 2.44% of Lakeside Advisors's portfolio in Q2 2026, its #13 holding.
  • Lakeside Advisors first reported a position in AbbVie in Q4 2021 and has held it in 19 quarters since.
  • 2,538 funds tracked by Wall St. Rank held AbbVie as of Q2 2026.

Based on Lakeside Advisors's 13F filing for Q2 2026, filed 31 Jul 2026.