LGT Financial Advisors’s AbbVie ABBV Stock Holding History

LGT Financial 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 Q1	$329K	Buy	1,514 +6	+0.4%	+$1.33K	1.69%	8
2025 Q4	$345K	Buy	1,508 +6	+0.4%	+$1.37K	2.11%	8
2025 Q3	$348K	Buy	1,502 +7	+0.5%	+$1.43K	0.75%	33
2025 Q2	$277K	Buy	1,495 +68	+5%	+$12.6K	0.7%	32
2025 Q1	$299K	Sell	1,427 -349	-20%	-$67.8K	0.91%	28
2024 Q4	$316K	Buy	1,776 +11	+0.6%	+$2.02K	0.7%	27
2024 Q3	$348K	Sell	1,765 -663	-27%	-$124K	0.86%	27
2024 Q2	$416K	Sell	2,428 -336	-12%	-$55.7K	0.88%	24
2024 Q1	$503K	Buy	2,764 +19	+0.7%	+$3.27K	0.58%	32
2023 Q4	$425K	Sell	2,745 -241	-8%	-$35.1K	0.52%	38
2023 Q3	$445K	Sell	2,986 -480	-14%	-$70.5K	0.57%	29
2023 Q2	$467K	Buy	3,466 +522	+18%	+$76.5K	0.5%	53
2023 Q1	$469K	Buy	2,944 +21	+0.7%	+$3.21K	0.87%	20
2022 Q4	$472K	Buy	+2,923	New	+$448K	0.56%	35

Other funds holding ABBV

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

JP Morgan Chase

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Capital Research Global Investors

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Bank of America

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Fidelity Investments

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return