Marotta Asset Management’s AbbVie ABBV Stock Holding History

Marotta Asset 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 Q2	$266K	Buy	1,060 +19	+2%	+$4.09K	0.04%	90
2026 Q1	$224K	Hold	1,041	–	–	0.04%	99
2025 Q4	$238K	Hold	1,041	–	–	0.04%	95
2025 Q3	$254K	Buy	+1,041	New	+$212K	0.05%	89
2025 Q2	–	Sell	-1,780	Closed	-$352K	–	106
2025 Q1	$352K	Buy	1,780 +72	+4%	+$14K	0.07%	88
2024 Q4	$306K	Sell	1,708 -72	-4%	-$13.2K	0.06%	96
2024 Q3	$352K	Sell	1,780 -54	-3%	-$10.1K	0.07%	88
2024 Q2	$312K	Buy	1,834 +77	+4%	+$12.8K	0.06%	93
2024 Q1	$320K	Hold	1,757	–	–	0.07%	90
2023 Q4	$272K	Sell	1,757 -95	-5%	-$13.8K	0.06%	91
2023 Q3	$276K	Buy	1,852 +250	+16%	+$36.7K	0.06%	94
2023 Q2	$216K	Buy	+1,602	New	+$235K	0.05%	102
2022 Q4	$260K	Sell	1,611 -93	-5%	-$14.3K	0.06%	92
2022 Q3	$229K	Hold	1,704	–	–	0.06%	94
2022 Q2	$262K	Buy	1,704 +93	+6%	+$14.2K	0.06%	92
2022 Q1	$261K	Buy	+1,611	New	+$234K	0.06%	99

Other funds holding ABBV

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Marotta Asset Management's ABBV Position: Q2 2026 in Review

Marotta Asset Management increased its AbbVie (ABBV) stake by 1.8% in Q2 2026, buying an estimated $4.09K and bringing the position to 1,060 shares worth $266K. The position accounts for 0.04% of the portfolio, ranked #90.

Marotta Asset Management first reported a position in ABBV in Q1 2022 and has held it in 16 quarters since. The position peaked at $352K in Q1 2025. 4,227 funds tracked by Wall St. Rank hold ABBV as of Q2 2026.

Marotta Asset Management held 1,060 shares of AbbVie worth $266K as of Q2 2026.
Marotta Asset Management bought 19 AbbVie shares in Q2 2026, an estimated $4.09K.
AbbVie made up 0.04% of Marotta Asset Management's portfolio in Q2 2026, its #90 holding.
Marotta Asset Management first reported a position in AbbVie in Q1 2022 and has held it in 16 quarters since.
Marotta Asset Management's AbbVie position peaked at $352K in Q1 2025.
4,227 funds tracked by Wall St. Rank held AbbVie as of Q2 2026.

Based on Marotta Asset Management's 13F filing for Q2 2026, filed 9 Jul 2026.