Lido Advisors’s AbbVie ABBV Stock Holding History

Lido 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	$94.1M	Buy	432,465 +11,334	+3%	+$2.51M	0.29%	57
2025 Q4	$97.4M	Buy	421,131 +3,965	+1%	+$903K	0.29%	52
2025 Q3	$96.6M	Buy	417,166 +37,254	+10%	+$7.59M	0.3%	47
2025 Q2	$70.5M	Sell	379,912 -3,270	-0.9%	-$608K	0.27%	54
2025 Q1	$80.3M	Buy	383,182 +36,539	+11%	+$7.1M	0.36%	38
2024 Q4	$61.6M	Buy	346,643 +12,627	+4%	+$2.32M	0.28%	45
2024 Q3	$66M	Buy	334,016 +21,341	+7%	+$3.98M	0.33%	33
2024 Q2	$53.6M	Sell	312,675 -20,974	-6%	-$3.47M	0.3%	36
2024 Q1	$60.8M	Buy	333,649 +14,861	+5%	+$2.56M	0.36%	30
2023 Q4	$49.4M	Buy	318,788 +70,898	+29%	+$10.3M	0.33%	31
2023 Q3	$37M	Sell	247,890 -63,114	-20%	-$9.27M	0.28%	37
2023 Q2	$41.9M	Buy	311,004 +74,901	+32%	+$11M	0.3%	34
2023 Q1	$37.6M	Buy	236,103 +30,642	+15%	+$4.68M	0.37%	29
2022 Q4	$33.2M	Buy	205,461 +32,146	+19%	+$4.93M	0.4%	29
2022 Q3	$23.3M	Sell	173,315 -18,736	-10%	-$2.69M	0.29%	41
2022 Q2	$29.4M	Buy	192,051 +17,943	+10%	+$2.74M	0.39%	29
2022 Q1	$28.2M	Buy	174,108 +15,177	+10%	+$2.2M	0.31%	33
2021 Q4	$21.5M	Buy	158,931 +15,836	+11%	+$1.87M	0.23%	37
2021 Q3	$15.4M	Buy	143,095 +15,576	+12%	+$1.78M	0.22%	58
2021 Q2	$14.4M	Sell	127,519 -3,774	-3%	-$425K	0.2%	60
2021 Q1	$14.2M	Buy	131,293 +21,394	+19%	+$2.29M	0.25%	51
2020 Q4	$11.8M	Buy	109,899 +17,583	+19%	+$1.69M	0.25%	49
2020 Q3	$8.09M	Buy	92,316 +5,885	+7%	+$554K	0.21%	61
2020 Q2	$8.49M	Buy	86,431 +29,815	+53%	+$2.63M	0.26%	47
2020 Q1	$4.31M	Buy	56,616 +19,088	+51%	+$1.63M	0.18%	79
2019 Q4	$3.32M	Sell	37,528 -15,760	-30%	-$1.31M	0.13%	105
2019 Q3	$4.04M	Sell	53,288 -216	-0.4%	-$14.8K	0.2%	78
2019 Q2	$3.89M	Buy	53,504 +11,549	+28%	+$908K	0.22%	69
2019 Q1	$3.38M	Buy	41,955 +15,287	+57%	+$1.25M	0.22%	72
2018 Q4	$2.46M	Buy	26,668 +2,060	+8%	+$181K	0.24%	64
2018 Q3	$2.33M	Buy	24,608 +1,237	+5%	+$117K	0.23%	68
2018 Q2	$2.17M	Buy	23,371 +537	+2%	+$52.4K	0.25%	64
2018 Q1	$2.16M	Buy	22,834 +4,735	+26%	+$520K	0.3%	54
2017 Q4	$1.75M	Buy	18,099 +805	+5%	+$75.9K	0.25%	58
2017 Q3	$1.56M	Buy	17,294 +4,676	+37%	+$356K	0.25%	56
2017 Q2	$915K	Buy	12,618 +1,122	+10%	+$75.4K	0.19%	68
2017 Q1	$761K	Buy	11,496 +514	+5%	+$32.3K	0.21%	75
2016 Q4	$688K	Buy	10,982 +3,465	+46%	+$212K	0.17%	63
2016 Q3	$474K	Sell	7,517 -204	-3%	-$13.2K	0.14%	70
2016 Q2	$478K	Buy	7,721 +677	+10%	+$41.3K	0.15%	66
2016 Q1	$402K	Buy	+7,044	New	+$393K	0.14%	75

Other funds holding ABBV

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

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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

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

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

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

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

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

Lido Advisors's ABBV Position: Q1 2026 in Review

Lido Advisors increased its AbbVie (ABBV) stake by 2.7% in Q1 2026, buying an estimated $2.51M and bringing the position to 432,465 shares worth $94.1M. The position accounts for 0.29% of the portfolio, ranked #57.

Lido Advisors first reported a position in ABBV in Q1 2016 and has held it in 41 quarters since. The position peaked at $97.4M in Q4 2025. 4,076 funds tracked by Wall St. Rank hold ABBV as of Q1 2026.

Lido Advisors held 432,465 shares of AbbVie worth $94.1M as of Q1 2026.
Lido Advisors bought 11,334 AbbVie shares in Q1 2026, an estimated $2.51M.
AbbVie made up 0.29% of Lido Advisors's portfolio in Q1 2026, its #57 holding.
Lido Advisors first reported a position in AbbVie in Q1 2016 and has held it in 41 quarters since.
Lido Advisors's AbbVie position peaked at $97.4M in Q4 2025.
4,076 funds tracked by Wall St. Rank held AbbVie as of Q1 2026.

Based on Lido Advisors's 13F filing for Q1 2026, filed 13 May 2026.