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 Q2	$417K	Buy	1,646 +115	+8%	+$24.7K	0.1%	41
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 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

Luminvest Wealth Management's ABBV Position: Q2 2026 in Review

Luminvest Wealth Management increased its AbbVie (ABBV) stake by 7.5% in Q2 2026, buying an estimated $24.7K and bringing the position to 1,646 shares worth $417K. The position accounts for 0.1% of the portfolio, ranked #41.

Luminvest Wealth Management first reported a position in ABBV in Q2 2024 and has held it in 9 quarters since. 4,217 funds tracked by Wall St. Rank hold ABBV as of Q2 2026.

Luminvest Wealth Management held 1,646 shares of AbbVie worth $417K as of Q2 2026.
Luminvest Wealth Management bought 115 AbbVie shares in Q2 2026, an estimated $24.7K.
AbbVie made up 0.1% of Luminvest Wealth Management's portfolio in Q2 2026, its #41 holding.
Luminvest Wealth Management first reported a position in AbbVie in Q2 2024 and has held it in 9 quarters since.
4,217 funds tracked by Wall St. Rank held AbbVie as of Q2 2026.

Based on Luminvest Wealth Management's 13F filing for Q2 2026, filed 29 Jul 2026.