Lockerman Financial Group’s AbbVie ABBV Stock Holding History

Lockerman Financial Group’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	$226K	Buy	+900	New	+$194K	0.35%	87
2026 Q1	–	Sell	-899	Closed	-$205K	–	88
2025 Q4	$205K	Sell	899 -476	-35%	-$108K	0.39%	81
2025 Q3	$318K	Sell	1,375 -105	-7%	-$21.4K	0.4%	84
2025 Q2	$275K	Sell	1,480 -64	-4%	-$11.9K	0.37%	96
2025 Q1	$324K	Buy	1,544 +137	+10%	+$26.6K	0.49%	69
2024 Q4	$250K	Buy	1,407 +117	+9%	+$21.5K	0.43%	82
2024 Q3	$255K	Sell	1,290 -173	-12%	-$32.3K	0.43%	89
2024 Q2	$251K	Buy	1,463 +299	+26%	+$49.5K	0.46%	84
2024 Q1	$212K	Buy	+1,164	New	+$201K	0.41%	102
2023 Q1	–	Sell	-1,357	Closed	-$219K	–	74
2022 Q4	$219K	Buy	+1,357	New	+$208K	0.64%	64

Other funds holding ABBV

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Lockerman Financial Group's ABBV Position: Q2 2026 in Review

Lockerman Financial Group opened a new position in AbbVie (ABBV) in Q2 2026: 900 shares worth $226K. The stake represents 0.35% of the portfolio and ranks #87 among its holdings. This is a return to the name: Lockerman Financial Group previously reported a position in ABBV as recently as Q4 2025.

Lockerman Financial Group first reported a position in ABBV in Q4 2022 and has held it in 10 quarters since. The position peaked at $324K in Q1 2025. 4,209 funds tracked by Wall St. Rank hold ABBV as of Q2 2026.

Lockerman Financial Group held 900 shares of AbbVie worth $226K as of Q2 2026.
AbbVie was a new Lockerman Financial Group position in Q2 2026.
AbbVie made up 0.35% of Lockerman Financial Group's portfolio in Q2 2026, its #87 holding.
Lockerman Financial Group first reported a position in AbbVie in Q4 2022 and has held it in 10 quarters since.
Lockerman Financial Group's AbbVie position peaked at $324K in Q1 2025.
4,209 funds tracked by Wall St. Rank held AbbVie as of Q2 2026.

Based on Lockerman Financial Group's 13F filing for Q2 2026, filed 16 Jul 2026.