MSFP
ABBV icon

Mark Sheptoff Financial Planning’s AbbVie ABBV Stock Holding History

Mark Sheptoff Financial Planning’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 		$4.37M Sell
21,209
-4,222
-17% -$937K 2.31% 10
2025
Q4 		$5.81M Hold
25,431
– – 2.77% 11
2025
Q3 		$5.89M Buy
25,431
+2
+0% +$407 2.82% 11
2025
Q2 		$4.72M Sell
25,429
-10
-0% -$1.86K 2.52% 13
2025
Q1 		$5.33M Hold
25,439
– – 2.94% 10
2024
Q4 		$4.52M Hold
25,439
– – 2.43% 10
2024
Q3 		$5.02M Sell
25,439
-225
-0.9% -$42K 2.67% 9
2024
Q2 		$4.4M Sell
25,664
-565
-2% -$93.6K 2.46% 10
2024
Q1 		$4.78M Sell
26,229
-39
-0.1% -$6.72K 2.65% 9
2023
Q4 		$4.07M Sell
26,268
-100
-0.4% -$14.6K 2.45% 10
2023
Q3 		$3.93M Sell
26,368
-1,580
-6% -$232K 2.52% 10
2023
Q2 		$3.77M Sell
27,948
-2,278
-8% -$334K 2.15% 11
2023
Q1 		$4.82M Buy
30,226
+2
+0% +$306 2.8% 9
2022
Q4 		$4.88M Sell
30,224
-98
-0.3% -$15K 2.86% 9
2022
Q3 		$4.07M Sell
30,322
-648
-2% -$93K 2.48% 11
2022
Q2 		$4.74M Sell
30,970
-468
-1% -$71.5K 2.73% 10
2022
Q1 		$5.1M Sell
31,438
-98
-0.3% -$14.2K 2.56% 11
2021
Q4 		$4.27M Buy
31,536
+836
+3% +$98.8K 2.04% 11
2021
Q3 		$3.31M Buy
30,700
+2,102
+7% +$240K 1.82% 12
2021
Q2 		$3.22M Buy
28,598
+1,293
+5% +$146K 1.73% 13
2021
Q1 		$2.96M Sell
27,305
-5
-0% -$535 1.7% 14
2020
Q4 		$2.93M Buy
27,310
+110
+0.4% +$10.6K 1.66% 12
2020
Q3 		$2.38M Buy
27,200
+1,142
+4% +$108K 1.47% 18
2020
Q2 		$2.56M Buy
26,058
+1,360
+6% +$120K 1.66% 13
2020
Q1 		$1.88M Buy
24,698
+3,400
+16% +$290K 1.42% 20
2019
Q4 		$1.89M Hold
21,298
– – 1.19% 23
2019
Q3 		$1.61M Sell
21,298
-3,900
-15% -$267K 1.09% 22
2019
Q2 		$1.83M Hold
25,198
– – 1.25% 20
2019
Q1 		$2.03M Sell
25,198
-18,452
-42% -$1.51M 1.46% 17
2018
Q4 		$4.02M Buy
43,650
+271
+0.6% +$23.8K 3.34% 6
2018
Q3 		$4.1M Buy
43,379
+307
+0.7% +$29.1K 2.81% 7
2018
Q2 		$3.99M Sell
43,072
-243
-0.6% -$23.7K 2.95% 6
2018
Q1 		$4.1M Sell
43,315
-330
-0.8% -$36.3K 2.84% 8
2017
Q4 		$4.22M Sell
43,645
-595
-1% -$56.1K 2.75% 7
2017
Q3 		$3.93M Buy
44,240
+106
+0.2% +$8.07K 2.64% 7
2017
Q2 		$3.2M Sell
44,134
-694
-2% -$46.7K 2.2% 11
2017
Q1 		$2.92M Buy
44,828
+2,108
+5% +$133K 2.08% 12
2016
Q4 		$2.67M Buy
42,720
+206
+0.5% +$12.6K 1.99% 12
2016
Q3 		$2.68M Buy
42,514
+1,406
+3% +$91K 1.99% 10
2016
Q2 		$2.54M Buy
41,108
+806
+2% +$49.1K 1.9% 14
2016
Q1 		$2.3M Sell
40,302
-493
-1% -$27.5K 1.87% 14
2015
Q4 		$2.42M Buy
40,795
+3,656
+10% +$211K 1.96% 11
2015
Q3 		$2.02M Sell
37,139
-559
-1% -$36.4K 1.77% 15
2015
Q2 		$2.53M Buy
37,698
+2,905
+8% +$190K 2.05% 12
2015
Q1 		$2.04M Buy
34,793
+4,106
+13% +$248K 1.7% 14
2014
Q4 		$2.01M Buy
30,687
+204
+0.7% +$12.9K 1.78% 14
2014
Q3 		$1.76M Buy
30,483
+4
+0% +$222 1.56% 16
2014
Q2 		$1.72M Sell
30,479
-1,395
-4% -$73.2K 1.47% 19
2014
Q1 		$1.64M Buy
+31,874
New +$1.61M 1.45% 18

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

Mark Sheptoff Financial Planning's ABBV Position: Q1 2026 in Review

Mark Sheptoff Financial Planning reduced its AbbVie (ABBV) stake by 17% in Q1 2026, selling an estimated $937K and leaving 21,209 shares worth $4.37M. The position accounts for 2.31% of the portfolio, ranked #10.

Mark Sheptoff Financial Planning first reported a position in ABBV in Q1 2014 and has held it in 49 quarters since. The position peaked at $5.89M in Q3 2025. 4,077 funds tracked by Wall St. Rank hold ABBV as of Q1 2026.

  • Mark Sheptoff Financial Planning held 21,209 shares of AbbVie worth $4.37M as of Q1 2026.
  • Mark Sheptoff Financial Planning sold 4,222 AbbVie shares in Q1 2026, an estimated $937K.
  • AbbVie made up 2.31% of Mark Sheptoff Financial Planning's portfolio in Q1 2026, its #10 holding.
  • Mark Sheptoff Financial Planning first reported a position in AbbVie in Q1 2014 and has held it in 49 quarters since.
  • Mark Sheptoff Financial Planning's AbbVie position peaked at $5.89M in Q3 2025.
  • 4,077 funds tracked by Wall St. Rank held AbbVie as of Q1 2026.

Based on Mark Sheptoff Financial Planning's 13F filing for Q1 2026, filed 11 May 2026.