Levy Wealth Management Group’s AbbVie ABBV Stock Holding History

Levy Wealth Management Group’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
2024 Q2	$1.11M	Buy	6,468 +16	+0.2%	+$2.65K	0.28%	42
2024 Q1	$1,000K	Hold	6,452	–	–	0.28%	39
2023 Q4	$1,000K	Buy	6,452 +10	+0.2%	+$1.46K	0.28%	39
2023 Q3	$960K	Buy	6,442 +8	+0.1%	+$1.17K	0.3%	40
2023 Q2	$867K	Buy	6,434 +9	+0.1%	+$1.32K	0.26%	43
2023 Q1	$1.02M	Buy	6,425 +8	+0.1%	+$1.22K	0.32%	38
2022 Q4	$1.04M	Sell	6,417 -129	-2%	-$19.8K	0.35%	35
2022 Q3	$879K	Buy	6,546 +144	+2%	+$20.7K	0.38%	30
2022 Q2	$981K	Buy	6,402 +7	+0.1%	+$1.07K	0.45%	29
2022 Q1	$1.04M	Buy	6,395 +8	+0.1%	+$1.16K	0.43%	28
2021 Q4	$865K	Buy	6,387 +9	+0.1%	+$1.06K	0.39%	31
2021 Q3	$688K	Buy	6,378 +6	+0.1%	+$686	0.38%	32
2021 Q2	$718K	Buy	6,372 +14	+0.2%	+$1.58K	0.41%	32
2021 Q1	$688K	Buy	6,358 +16	+0.3%	+$1.71K	0.45%	31
2020 Q4	$680K	Buy	+6,342	New	+$609K	0.48%	30

Other funds holding ABBV

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Levy Wealth Management Group's ABBV Position: Q2 2024 in Review

Levy Wealth Management Group increased its AbbVie (ABBV) stake by 0.25% in Q2 2024, buying an estimated $2.65K and bringing the position to 6,468 shares worth $1.11M. The position accounts for 0.28% of the portfolio, ranked #42.

Levy Wealth Management Group first reported a position in ABBV in Q4 2020 and has held it in 15 quarters since. 3,370 funds tracked by Wall St. Rank hold ABBV as of Q2 2024.

Levy Wealth Management Group held 6,468 shares of AbbVie worth $1.11M as of Q2 2024.
Levy Wealth Management Group bought 16 AbbVie shares in Q2 2024, an estimated $2.65K.
AbbVie made up 0.28% of Levy Wealth Management Group's portfolio in Q2 2024, its #42 holding.
Levy Wealth Management Group first reported a position in AbbVie in Q4 2020 and has held it in 15 quarters since.
3,370 funds tracked by Wall St. Rank held AbbVie as of Q2 2024.

Based on Levy Wealth Management Group's 13F filing for Q2 2024, filed 25 Jul 2024.