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Marks Group Wealth Management’s AbbVie ABBV Stock Holding History

Marks Group 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 		$326K Hold
1,501
– – 0.03% 286
2025
Q4 		$343K Buy
1,501
+24
+2% +$5.47K 0.03% 276
2025
Q3 		$342K Hold
1,477
– – 0.03% 250
2025
Q2 		$274K Sell
1,477
-666
-31% -$124K 0.03% 263
2025
Q1 		$449K Buy
2,143
+69
+3% +$13.4K 0.04% 247
2024
Q4 		$369K Buy
2,074
+5
+0.2% +$919 0.04% 240
2024
Q3 		$409K Sell
2,069
-79
-4% -$14.7K 0.04% 234
2024
Q2 		$368K Sell
2,148
-111
-5% -$18.4K 0.04% 241
2024
Q1 		$411K Buy
2,259
+5
+0.2% +$862 0.04% 236
2023
Q4 		$349K Buy
2,254
+63
+3% +$9.19K 0.04% 241
2023
Q3 		$327K Buy
2,191
+5
+0.2% +$734 0.04% 236
2023
Q2 		$295K Sell
2,186
-635
-23% -$93.1K 0.04% 250
2023
Q1 		$450K Buy
2,821
+598
+27% +$91.4K 0.06% 217
2022
Q4 		$359K Buy
2,223
+5
+0.2% +$767 0.05% 231
2022
Q3 		$297K Buy
2,218
+6
+0.3% +$861 0.05% 237
2022
Q2 		$339K Buy
2,212
+114
+5% +$17.4K 0.05% 237
2022
Q1 		$340K Buy
2,098
+253
+14% +$36.8K 0.04% 261
2021
Q4 		$249K Buy
+1,845
New +$218K 0.03% 285

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

Marks Group Wealth Management's ABBV Position: Q1 2026 in Review

Marks Group Wealth Management held its AbbVie (ABBV) position steady in Q1 2026 at 1,501 shares worth $326K. The position accounts for 0.03% of the portfolio, ranked #286.

Marks Group Wealth Management first reported a position in ABBV in Q4 2021 and has held it in 18 quarters since. The position peaked at $450K in Q1 2023. 4,075 funds tracked by Wall St. Rank hold ABBV as of Q1 2026.

  • Marks Group Wealth Management held 1,501 shares of AbbVie worth $326K as of Q1 2026.
  • Marks Group Wealth Management left its AbbVie share count unchanged in Q1 2026.
  • AbbVie made up 0.03% of Marks Group Wealth Management's portfolio in Q1 2026, its #286 holding.
  • Marks Group Wealth Management first reported a position in AbbVie in Q4 2021 and has held it in 18 quarters since.
  • Marks Group Wealth Management's AbbVie position peaked at $450K in Q1 2023.
  • 4,075 funds tracked by Wall St. Rank held AbbVie as of Q1 2026.

Based on Marks Group Wealth Management's 13F filing for Q1 2026, filed 5 May 2026.