Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$1.91M Sell
8,784
-2,147
-20% -$476K 0.27% 38
2025
Q4
$2.5M Sell
10,931
-1,621
-13% -$369K 0.34% 28
2025
Q3
$2.91M Buy
12,552
+228
+2% +$46.4K 0.36% 28
2025
Q2
$2.29M Buy
12,324
+464
+4% +$86.2K 0.33% 30
2025
Q1
$2.48M Sell
11,860
-1,554
-12% -$302K 0.38% 25
2024
Q4
$2.38M Sell
13,414
-210
-2% -$38.6K 0.33% 30
2024
Q3
$2.69M Buy
13,624
+1,379
+11% +$257K 0.38% 26
2024
Q2
$2.1M Sell
12,245
-599
-5% -$99.2K 0.34% 26
2024
Q1
$2.34M Sell
12,844
-128
-1% -$22.1K 0.39% 26
2023
Q4
$2.01M Sell
12,972
-106
-0.8% -$15.5K 0.35% 28
2023
Q3
$1.95M Sell
13,078
-885
-6% -$130K 0.36% 29
2023
Q2
$1.88M Sell
13,963
-1,295
-8% -$190K 0.33% 32
2023
Q1
$2.43M Sell
15,258
-1,482
-9% -$227K 0.42% 27
2022
Q4
$2.71M Buy
16,740
+168
+1% +$25.8K 0.46% 27
2022
Q3
$2.22M Buy
16,572
+317
+2% +$45.5K 0.42% 31
2022
Q2
$2.49M Sell
16,255
-638
-4% -$97.5K 0.46% 26
2022
Q1
$2.74M Sell
16,893
-1,734
-9% -$252K 0.49% 29
2021
Q4
$2.52M Sell
18,627
-125
-0.7% -$14.8K 0.47% 29
2021
Q3
$2.02M Buy
18,752
+307
+2% +$35.1K 0.42% 30
2021
Q2
$2.08M Sell
18,445
-340
-2% -$38.3K 0.44% 31
2021
Q1
$2.03M Sell
18,785
-342
-2% -$36.6K 0.48% 29
2020
Q4
$2.05M Buy
19,127
+106
+0.6% +$10.2K 0.53% 29
2020
Q3
$1.67M Buy
19,021
+257
+1% +$24.2K 0.47% 36
2020
Q2
$1.84M Sell
18,764
-147
-0.8% -$12.9K 0.51% 32
2020
Q1
$1.44M Sell
18,911
-66
-0.3% -$5.62K 0.48% 36
2019
Q4
$1.68M Sell
18,977
-5
-0% -$415 0.36% 36
2019
Q3
$1.44M Buy
18,982
+2,801
+17% +$192K 0.32% 43
2019
Q2
$1.18M Sell
16,181
-60
-0.4% -$4.72K 0.27% 52
2019
Q1
$1.31M Buy
16,241
+161
+1% +$13.2K 0.31% 45
2018
Q4
$1.48M Sell
16,080
-276
-2% -$24.3K 0.4% 32
2018
Q3
$1.55M Sell
16,356
-174
-1% -$16.5K 0.38% 37
2018
Q2
$1.53M Sell
16,530
-454
-3% -$44.3K 0.36% 40
2018
Q1
$1.61M Sell
16,984
-2,225
-12% -$244K 0.41% 38
2017
Q4
$1.86M Sell
19,209
-395
-2% -$37.2K 0.54% 33
2017
Q3
$1.74M Sell
19,604
-2,386
-11% -$182K 0.56% 34
2017
Q2
$1.59M Buy
21,990
+3,872
+21% +$260K 0.59% 35
2017
Q1
$1.18M Sell
18,118
-561
-3% -$35.3K 0.47% 45
2016
Q4
$1.17M Buy
+18,679
New +$1.14M 0.65% 38

Other funds holding ABBV

Lee Financial's ABBV Position: Q1 2026 in Review

Lee Financial reduced its AbbVie (ABBV) stake by 20% in Q1 2026, selling an estimated $476K and leaving 8,784 shares worth $1.91M. The position accounts for 0.27% of the portfolio, ranked #38.

Lee Financial first reported a position in ABBV in Q4 2016 and has held it in 38 quarters since. The position peaked at $2.91M in Q3 2025. 4,075 funds tracked by Wall St. Rank hold ABBV as of Q1 2026.

  • Lee Financial held 8,784 shares of AbbVie worth $1.91M as of Q1 2026.
  • Lee Financial sold 2,147 AbbVie shares in Q1 2026, an estimated $476K.
  • AbbVie made up 0.27% of Lee Financial's portfolio in Q1 2026, its #38 holding.
  • Lee Financial first reported a position in AbbVie in Q4 2016 and has held it in 38 quarters since.
  • Lee Financial's AbbVie position peaked at $2.91M in Q3 2025.
  • 4,075 funds tracked by Wall St. Rank held AbbVie as of Q1 2026.

Based on Lee Financial's 13F filing for Q1 2026, filed 13 Apr 2026.