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LMG Wealth Partners’s AbbVie ABBV Stock Holding History

LMG Wealth Partners’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 		$6.06M Buy
24,080
+1,223
+5% +$263K 0.97% 35
2026
Q1 		$4.97M Buy
22,857
+692
+3% +$154K 0.91% 37
2025
Q4 		$5.06M Buy
22,165
+417
+2% +$95K 0.94% 36
2025
Q3 		$5.04M Buy
21,748
+26
+0.1% +$5.29K 0.94% 38
2025
Q2 		$4.03M Buy
21,722
+59
+0.3% +$11K 0.83% 41
2025
Q1 		$4.54M Sell
21,663
-78
-0.4% -$15.2K 1.01% 35
2024
Q4 		$3.86M Buy
21,741
+820
+4% +$151K 0.84% 41
2024
Q3 		$4.13M Buy
20,921
+403
+2% +$75.2K 0.95% 38
2024
Q2 		$3.52M Buy
20,518
+1,084
+6% +$180K 0.88% 37
2024
Q1 		$3.54M Buy
19,434
+1,520
+8% +$262K 0.89% 37
2023
Q4 		$2.78M Buy
17,914
+2,053
+13% +$299K 0.77% 39
2023
Q3 		$2.36M Buy
15,861
+8,119
+105% +$1.19M 0.72% 45
2023
Q2 		$1.04M Buy
7,742
+697
+10% +$102K 0.32% 60
2023
Q1 		$1.12M Sell
7,045
-2,458
-26% -$376K 0.36% 58
2022
Q4 		$1.45M Buy
+9,503
New +$1.46M 0.48% 49

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 $3.38T AUM 44.17% 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

LMG Wealth Partners's ABBV Position: Q2 2026 in Review

LMG Wealth Partners increased its AbbVie (ABBV) stake by 5.4% in Q2 2026, buying an estimated $263K and bringing the position to 24,080 shares worth $6.06M. The position accounts for 0.97% of the portfolio, ranked #35.

LMG Wealth Partners first reported a position in ABBV in Q4 2022 and has held it in 15 quarters since. 4,234 funds tracked by Wall St. Rank hold ABBV as of Q2 2026.

  • LMG Wealth Partners held 24,080 shares of AbbVie worth $6.06M as of Q2 2026.
  • LMG Wealth Partners bought 1,223 AbbVie shares in Q2 2026, an estimated $263K.
  • AbbVie made up 0.97% of LMG Wealth Partners's portfolio in Q2 2026, its #35 holding.
  • LMG Wealth Partners first reported a position in AbbVie in Q4 2022 and has held it in 15 quarters since.
  • 4,234 funds tracked by Wall St. Rank held AbbVie as of Q2 2026.

Based on LMG Wealth Partners's 13F filing for Q2 2026, filed 12 Aug 2026.