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Luminvest Wealth Management’s AbbVie ABBV Stock Holding History

Luminvest 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
Q1 		$329K Hold
1,531
– – 0.09% 40
2025
Q4 		$350K Hold
1,531
– – 0.1% 38
2025
Q3 		$354K Hold
1,531
– – 0.12% 33
2025
Q2 		$285K Hold
1,531
– – 0.1% 34
2025
Q1 		$321K Hold
1,531
– – 0.13% 28
2024
Q4 		$272K Sell
1,531
-150
-9% -$27.6K 0.11% 29
2024
Q3 		$330K Hold
1,681
– – 0.14% 26
2024
Q2 		$295K Buy
+1,681
New +$278K 0.14% 27

Other funds holding ABBV

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
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
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Luminvest Wealth Management's ABBV Position: Q1 2026 in Review

Luminvest Wealth Management held its AbbVie (ABBV) position steady in Q1 2026 at 1,531 shares worth $329K. The position accounts for 0.09% of the portfolio, ranked #40.

Luminvest Wealth Management first reported a position in ABBV in Q2 2024 and has held it in 8 quarters since. The position peaked at $354K in Q3 2025. 4,077 funds tracked by Wall St. Rank hold ABBV as of Q1 2026.

  • Luminvest Wealth Management held 1,531 shares of AbbVie worth $329K as of Q1 2026.
  • Luminvest Wealth Management left its AbbVie share count unchanged in Q1 2026.
  • AbbVie made up 0.09% of Luminvest Wealth Management's portfolio in Q1 2026, its #40 holding.
  • Luminvest Wealth Management first reported a position in AbbVie in Q2 2024 and has held it in 8 quarters since.
  • Luminvest Wealth Management's AbbVie position peaked at $354K in Q3 2025.
  • 4,077 funds tracked by Wall St. Rank held AbbVie as of Q1 2026.

Based on Luminvest Wealth Management's 13F filing for Q1 2026, filed 1 May 2026.