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Lokken Investment Group’s AbbVie ABBV Stock Holding History

Lokken Investment 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
2025
Q3 		$405K Buy
1,750
+4
+0.2% +$815 0.14% 100
2025
Q2 		$324K Sell
1,746
-8
-0.5% -$1.49K 0.12% 103
2025
Q1 		$367K Buy
1,754
+6
+0.3% +$1.17K 0.16% 91
2024
Q4 		$311K Buy
1,748
+2
+0.1% +$368 0.13% 100
2024
Q3 		$345K Buy
1,746
+19
+1% +$3.55K 0.14% 104
2024
Q2 		$296K Buy
1,727
+59
+4% +$9.77K 0.14% 109
2024
Q1 		$304K Buy
1,668
+2
+0.1% +$345 0.15% 102
2023
Q4 		$258K Buy
1,666
+58
+4% +$8.46K 0.15% 107
2023
Q3 		$240K Sell
1,608
-80
-5% -$11.7K 0.16% 109
2023
Q2 		$227K Sell
1,688
-153
-8% -$22.4K 0.15% 113
2023
Q1 		$293K Sell
1,841
-42
-2% -$6.42K 0.22% 97
2022
Q4 		$304K Buy
1,883
+3
+0.2% +$460 0.24% 92
2022
Q3 		$252K Buy
1,880
+4
+0.2% +$574 0.22% 96
2022
Q2 		$287K Buy
1,876
+4
+0.2% +$611 0.23% 92
2022
Q1 		$275K Buy
1,872
+4
+0.2% +$581 0.22% 102
2021
Q4 		$253K Buy
+1,868
New +$221K 0.18% 111

Other funds holding ABBV

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Lokken Investment Group's ABBV Position: Q3 2025 in Review

Lokken Investment Group increased its AbbVie (ABBV) stake by 0.23% in Q3 2025, buying an estimated $815 and bringing the position to 1,750 shares worth $405K. The position accounts for 0.14% of the portfolio, ranked #100.

Lokken Investment Group first reported a position in ABBV in Q4 2021 and has held it in 16 quarters since. 3,905 funds tracked by Wall St. Rank hold ABBV as of Q3 2025.

  • Lokken Investment Group held 1,750 shares of AbbVie worth $405K as of Q3 2025.
  • Lokken Investment Group bought 4 AbbVie shares in Q3 2025, an estimated $815.
  • AbbVie made up 0.14% of Lokken Investment Group's portfolio in Q3 2025, its #100 holding.
  • Lokken Investment Group first reported a position in AbbVie in Q4 2021 and has held it in 16 quarters since.
  • 3,905 funds tracked by Wall St. Rank held AbbVie as of Q3 2025.

Based on Lokken Investment Group's 13F filing for Q3 2025, filed 5 Nov 2025.