Lionshead Wealth Management’s AbbVie ABBV Stock Holding History

Lionshead Wealth Management’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	$522K	Sell	2,398 -23	-1%	-$5.1K	0.38%	58
2025 Q4	$553K	Buy	2,421 +23	+1%	+$5.24K	0.42%	57
2025 Q3	$555K	Buy	2,398 +756	+46%	+$154K	0.44%	56
2025 Q2	$305K	Buy	1,642 +8	+0.5%	+$1.49K	0.28%	71
2025 Q1	$342K	Sell	1,634 -1,525	-48%	-$296K	0.36%	63
2024 Q4	$561K	Buy	+3,159	New	+$581K	0.41%	51

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

Lionshead Wealth Management's ABBV Position: Q1 2026 in Review

Lionshead Wealth Management reduced its AbbVie (ABBV) stake by 0.95% in Q1 2026, selling an estimated $5.1K and leaving 2,398 shares worth $522K. The position accounts for 0.38% of the portfolio, ranked #58.

Lionshead Wealth Management first reported a position in ABBV in Q4 2024 and has held it in 6 quarters since. The position peaked at $561K in Q4 2024. 4,076 funds tracked by Wall St. Rank hold ABBV as of Q1 2026.

Lionshead Wealth Management held 2,398 shares of AbbVie worth $522K as of Q1 2026.
Lionshead Wealth Management sold 23 AbbVie shares in Q1 2026, an estimated $5.1K.
AbbVie made up 0.38% of Lionshead Wealth Management's portfolio in Q1 2026, its #58 holding.
Lionshead Wealth Management first reported a position in AbbVie in Q4 2024 and has held it in 6 quarters since.
Lionshead Wealth Management's AbbVie position peaked at $561K in Q4 2024.
4,076 funds tracked by Wall St. Rank held AbbVie as of Q1 2026.

Based on Lionshead Wealth Management's 13F filing for Q1 2026, filed 11 May 2026.