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LJI Wealth Management’s AbbVie ABBV Stock Holding History

LJI 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
Q2 		$464K Sell
1,846
-92
-5% -$19.8K 0.07% 120
2026
Q1 		$421K Sell
1,938
-19
-1% -$4.21K 0.07% 118
2025
Q4 		$447K Buy
1,957
+157
+9% +$35.8K 0.07% 116
2025
Q3 		$417K Sell
1,800
-234
-12% -$47.7K 0.07% 103
2025
Q2 		$378K Sell
2,034
-19
-0.9% -$3.53K 0.07% 123
2025
Q1 		$430K Hold
2,053
– – 0.09% 96
2024
Q4 		$365K Sell
2,053
-166
-7% -$30.5K 0.07% 115
2024
Q3 		$438K Buy
2,219
+89
+4% +$16.6K 0.09% 118
2024
Q2 		$365K Sell
2,130
-5
-0.2% -$828 0.08% 128
2024
Q1 		$389K Buy
2,135
+152
+8% +$26.2K 0.1% 97
2023
Q4 		$307K Buy
1,983
+78
+4% +$11.4K 0.08% 130
2023
Q3 		$284K Sell
1,905
-15,914
-89% -$2.34M 0.08% 129
2023
Q2 		$257K Buy
17,819
+15,899
+828% +$2.33M 0.07% 132
2023
Q1 		$306K Buy
1,920
+68
+4% +$10.4K 0.1% 110
2022
Q4 		$299K Buy
+1,852
New +$284K 0.1% 98

Other funds holding ABBV

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

LJI Wealth Management's ABBV Position: Q2 2026 in Review

LJI Wealth Management reduced its AbbVie (ABBV) stake by 4.7% in Q2 2026, selling an estimated $19.8K and leaving 1,846 shares worth $464K. The position accounts for 0.07% of the portfolio, ranked #120.

LJI Wealth Management first reported a position in ABBV in Q4 2022 and has held it in 15 quarters since. 4,193 funds tracked by Wall St. Rank hold ABBV as of Q2 2026.

  • LJI Wealth Management held 1,846 shares of AbbVie worth $464K as of Q2 2026.
  • LJI Wealth Management sold 92 AbbVie shares in Q2 2026, an estimated $19.8K.
  • AbbVie made up 0.07% of LJI Wealth Management's portfolio in Q2 2026, its #120 holding.
  • LJI Wealth Management first reported a position in AbbVie in Q4 2022 and has held it in 15 quarters since.
  • 4,193 funds tracked by Wall St. Rank held AbbVie as of Q2 2026.

Based on LJI Wealth Management's 13F filing for Q2 2026, filed 31 Jul 2026.