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 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 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

LMG Wealth Partners's ABBV Position: Q1 2026 in Review

LMG Wealth Partners increased its AbbVie (ABBV) stake by 3.1% in Q1 2026, buying an estimated $154K and bringing the position to 22,857 shares worth $4.97M. The position accounts for 0.91% of the portfolio, ranked #37.

LMG Wealth Partners first reported a position in ABBV in Q4 2022 and has held it in 14 quarters since. The position peaked at $5.06M in Q4 2025. 4,082 funds tracked by Wall St. Rank hold ABBV as of Q1 2026.

LMG Wealth Partners held 22,857 shares of AbbVie worth $4.97M as of Q1 2026.
LMG Wealth Partners bought 692 AbbVie shares in Q1 2026, an estimated $154K.
AbbVie made up 0.91% of LMG Wealth Partners's portfolio in Q1 2026, its #37 holding.
LMG Wealth Partners first reported a position in AbbVie in Q4 2022 and has held it in 14 quarters since.
LMG Wealth Partners's AbbVie position peaked at $5.06M in Q4 2025.
4,082 funds tracked by Wall St. Rank held AbbVie as of Q1 2026.

Based on LMG Wealth Partners's 13F filing for Q1 2026, filed 17 Apr 2026.