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Marcum Wealth’s AbbVie ABBV Stock Holding History

Marcum Wealth’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
Q1 		$1.97M Sell
9,409
-30
-0.3% -$5.83K 0.17% 65
2024
Q4 		$1.68M Sell
9,439
-313
-3% -$57.5K 0.15% 73
2024
Q3 		$1.93M Sell
9,752
-353
-3% -$65.9K 0.18% 61
2024
Q2 		$1.73M Buy
10,105
+31
+0.3% +$5.13K 0.17% 61
2024
Q1 		$1.83M Sell
10,074
-616
-6% -$106K 0.19% 57
2023
Q4 		$1.66M Buy
10,690
+205
+2% +$29.9K 0.18% 62
2023
Q3 		$1.56M Sell
10,485
-478
-4% -$70.2K 0.19% 63
2023
Q2 		$1.48M Buy
10,963
+436
+4% +$63.9K 0.17% 64
2023
Q1 		$1.68M Buy
10,527
+29
+0.3% +$4.43K 0.21% 54
2022
Q4 		$1.7M Sell
10,498
-81
-0.8% -$12.4K 0.23% 51
2022
Q3 		$1.42M Buy
10,579
+51
+0.5% +$7.32K 0.22% 58
2022
Q2 		$1.61M Buy
10,528
+376
+4% +$57.5K 0.24% 51
2022
Q1 		$1.65M Sell
10,152
-1,022
-9% -$148K 0.23% 60
2021
Q4 		$1.51M Buy
11,174
+34
+0.3% +$4.02K 0.21% 68
2021
Q3 		$1.2M Buy
11,140
+747
+7% +$85.4K 0.19% 78
2021
Q2 		$1.17M Buy
10,393
+45
+0.4% +$5.07K 0.19% 75
2021
Q1 		$1.12M Buy
10,348
+7,140
+223% +$764K 0.18% 74
2020
Q4 		$344K Buy
3,208
+803
+33% +$77.2K 0.08% 91
2020
Q3 		$211K Sell
2,405
-39
-2% -$3.67K 0.06% 107
2020
Q2 		$240K Buy
+2,444
New +$215K 0.07% 96

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 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
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

Marcum Wealth's ABBV Position: Q1 2025 in Review

Marcum Wealth reduced its AbbVie (ABBV) stake by 0.32% in Q1 2025, selling an estimated $5.83K and leaving 9,409 shares worth $1.97M. The position accounts for 0.17% of the portfolio, ranked #65.

Marcum Wealth first reported a position in ABBV in Q2 2020 and has held it in 20 quarters since. 3,820 funds tracked by Wall St. Rank hold ABBV as of Q1 2025.

  • Marcum Wealth held 9,409 shares of AbbVie worth $1.97M as of Q1 2025.
  • Marcum Wealth sold 30 AbbVie shares in Q1 2025, an estimated $5.83K.
  • AbbVie made up 0.17% of Marcum Wealth's portfolio in Q1 2025, its #65 holding.
  • Marcum Wealth first reported a position in AbbVie in Q2 2020 and has held it in 20 quarters since.
  • 3,820 funds tracked by Wall St. Rank held AbbVie as of Q1 2025.

Based on Marcum Wealth's 13F filing for Q1 2025, filed 2 Apr 2025.