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LWM Advisory Services’s AbbVie ABBV Stock Holding History

LWM Advisory Services’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
Q4 		– Sell
-1,702
Closed -$394K – 84
2025
Q3 		$394K Sell
1,702
-30
-2% -$6.11K 0.23% 70
2025
Q2 		$321K Sell
1,732
-37
-2% -$6.88K 0.22% 77
2025
Q1 		$370K Hold
1,769
– – 0.26% 70
2024
Q4 		$315K Hold
1,769
– – 0.22% 75
2024
Q3 		$349K Buy
1,769
+199
+13% +$37.1K 0.26% 71
2024
Q2 		$269K Sell
1,570
-197
-11% -$32.6K 0.23% 69
2024
Q1 		$322K Buy
1,767
+71
+4% +$12.2K 0.26% 70
2023
Q4 		$263K Buy
1,696
+18
+1% +$2.62K 0.23% 70
2023
Q3 		$250K Buy
1,678
+63
+4% +$9.25K 0.27% 63
2023
Q2 		$218K Sell
1,615
-238
-13% -$34.9K 0.23% 72
2023
Q1 		$295K Buy
1,853
+118
+7% +$18K 0.32% 64
2022
Q4 		$280K Sell
1,735
-1,527
-47% -$234K 0.31% 63
2022
Q3 		$438K Buy
3,262
+476
+17% +$68.3K 0.5% 59
2022
Q2 		$427K Buy
2,786
+1,355
+95% +$207K 0.51% 62
2022
Q1 		$232K Buy
+1,431
New +$208K 0.29% 101

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
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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

LWM Advisory Services's ABBV Position: Q4 2025 in Review

LWM Advisory Services sold out of AbbVie (ABBV) in Q4 2025, closing a stake of 1,702 shares — an estimated $394K sold.

LWM Advisory Services first reported a position in ABBV in Q1 2022 and held it in 15 quarters. The position peaked at $438K in Q3 2022. 4,148 funds tracked by Wall St. Rank hold ABBV as of Q4 2025.

  • LWM Advisory Services reported no remaining AbbVie position as of Q4 2025 after selling out during the quarter.
  • LWM Advisory Services sold 1,702 AbbVie shares in Q4 2025, an estimated $394K.
  • LWM Advisory Services first reported a position in AbbVie in Q1 2022 and held it in 15 quarters.
  • LWM Advisory Services's AbbVie position peaked at $438K in Q3 2022.
  • 4,148 funds tracked by Wall St. Rank held AbbVie as of Q4 2025.

Based on LWM Advisory Services's 13F filing for Q4 2025, filed 12 Feb 2026.