Lyell Wealth Management
ABBV icon

Lyell Wealth Management’s AbbVie ABBV Stock Holding History

Lyell 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
Q3 		$1.01M Buy
3,859
+240
+7% +$61.5K 0.06% 128
2026
Q2 		$911K Buy
3,619
+1,651
+84% +$355K 0.06% 131
2026
Q1 		$428K Hold
1,968
– – 0.03% 164
2025
Q4 		$450K Buy
1,968
+456
+30% +$104K 0.03% 156
2025
Q3 		$350K Sell
1,512
-8
-0.5% -$1.63K 0.03% 170
2025
Q2 		$282K Sell
1,520
-95
-6% -$17.7K 0.02% 186
2025
Q1 		$338K Hold
1,615
– – 0.03% 165
2024
Q4 		$287K Sell
1,615
-56
-3% -$10.3K 0.03% 172
2024
Q3 		$330K Hold
1,671
– – 0.03% 172
2024
Q2 		$287K Buy
1,671
+64
+4% +$10.6K 0.03% 174
2024
Q1 		$293K Buy
1,607
+25
+2% +$4.31K 0.03% 172
2023
Q4 		$245K Sell
1,582
-82
-5% -$12K 0.03% 175
2023
Q3 		$248K Sell
1,664
-709
-30% -$104K 0.03% 159
2023
Q2 		$320K Sell
2,373
-44
-2% -$6.45K 0.04% 154
2023
Q1 		$385K Buy
2,417
+60
+3% +$9.17K 0.05% 152
2022
Q4 		$381K Buy
2,357
+314
+15% +$48.1K 0.06% 149
2022
Q3 		$274K Sell
2,043
-294
-13% -$42.2K 0.05% 159
2022
Q2 		$358K Buy
2,337
+261
+13% +$39.9K 0.06% 149
2022
Q1 		$336K Buy
2,076
+283
+16% +$41.1K 0.04% 161
2021
Q4 		$243K Sell
1,793
-131
-7% -$15.5K 0.03% 170
2021
Q3 		$208K Sell
1,924
-27
-1% -$3.08K 0.03% 174
2021
Q2 		$220K Sell
1,951
-567
-23% -$63.9K 0.03% 176
2021
Q1 		$272K Buy
+2,518
New +$269K 0.04% 158

Other funds holding ABBV

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $111B AUM 30.48% 1-Year Est. Return

Lyell Wealth Management's ABBV Position: Q3 2026 in Review

Lyell Wealth Management increased its AbbVie (ABBV) stake by 6.6% in Q3 2026, buying an estimated $61.5K and bringing the position to 3,859 shares worth $1.01M. The position accounts for 0.06% of the portfolio, ranked #128.

Lyell Wealth Management first reported a position in ABBV in Q1 2021 and has held it in 23 quarters since. 3,064 funds tracked by Wall St. Rank hold ABBV as of Q3 2026.

  • Lyell Wealth Management held 3,859 shares of AbbVie worth $1.01M as of Q3 2026.
  • Lyell Wealth Management bought 240 AbbVie shares in Q3 2026, an estimated $61.5K.
  • AbbVie made up 0.06% of Lyell Wealth Management's portfolio in Q3 2026, its #128 holding.
  • Lyell Wealth Management first reported a position in AbbVie in Q1 2021 and has held it in 23 quarters since.
  • 3,064 funds tracked by Wall St. Rank held AbbVie as of Q3 2026.

Based on Lyell Wealth Management's 13F filing for Q3 2026, filed 30 Oct 2026.