LWM
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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
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

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

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

Lyell Wealth Management held its AbbVie (ABBV) position steady in Q1 2026 at 1,968 shares worth $428K. The position accounts for 0.03% of the portfolio, ranked #164.

Lyell Wealth Management first reported a position in ABBV in Q1 2021 and has held it in 21 quarters since. The position peaked at $450K in Q4 2025. 4,079 funds tracked by Wall St. Rank hold ABBV as of Q1 2026.

  • Lyell Wealth Management held 1,968 shares of AbbVie worth $428K as of Q1 2026.
  • Lyell Wealth Management left its AbbVie share count unchanged in Q1 2026.
  • AbbVie made up 0.03% of Lyell Wealth Management's portfolio in Q1 2026, its #164 holding.
  • Lyell Wealth Management first reported a position in AbbVie in Q1 2021 and has held it in 21 quarters since.
  • Lyell Wealth Management's AbbVie position peaked at $450K in Q4 2025.
  • 4,079 funds tracked by Wall St. Rank held AbbVie as of Q1 2026.

Based on Lyell Wealth Management's 13F filing for Q1 2026, filed 7 May 2026.