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Lantern Wealth Advisors’s AbbVie ABBV Stock Holding History

Lantern Wealth 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 		$3.36M Sell
13,353
-1,199
-8% -$258K 1.54% 19
2026
Q1 		$3.16M Sell
14,552
-75
-0.5% -$16.6K 1.62% 17
2025
Q4 		$3.34M Buy
14,627
+967
+7% +$220K 1.78% 15
2025
Q3 		$3.16M Sell
13,660
-101
-0.7% -$20.6K 1.67% 16
2025
Q2 		$2.55M Buy
+13,761
New +$2.56M 1.52% 18
2024
Q4 		$2.39M Buy
13,469
+147
+1% +$27K 1.55% 18
2024
Q3 		$2.63M Hold
13,322
– – 1.82% 14
2024
Q2 		$2.28M Sell
13,322
-250
-2% -$41.4K 1.66% 18
2024
Q1 		$2.47M Hold
13,572
– – 1.74% 19
2023
Q4 		$2.1M Buy
+13,572
New +$1.98M 1.65% 19

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

Lantern Wealth Advisors's ABBV Position: Q2 2026 in Review

Lantern Wealth Advisors reduced its AbbVie (ABBV) stake by 8.2% in Q2 2026, selling an estimated $258K and leaving 13,353 shares worth $3.36M. The position accounts for 1.54% of the portfolio, ranked #19.

Lantern Wealth Advisors first reported a position in ABBV in Q4 2023 and has held it in 10 quarters since. 4,195 funds tracked by Wall St. Rank hold ABBV as of Q2 2026.

  • Lantern Wealth Advisors held 13,353 shares of AbbVie worth $3.36M as of Q2 2026.
  • Lantern Wealth Advisors sold 1,199 AbbVie shares in Q2 2026, an estimated $258K.
  • AbbVie made up 1.54% of Lantern Wealth Advisors's portfolio in Q2 2026, its #19 holding.
  • Lantern Wealth Advisors first reported a position in AbbVie in Q4 2023 and has held it in 10 quarters since.
  • 4,195 funds tracked by Wall St. Rank held AbbVie as of Q2 2026.

Based on Lantern Wealth Advisors's 13F filing for Q2 2026, filed 28 Jul 2026.