Marshall & Sterling Wealth Advisors’s AbbVie ABBV Stock Holding History

Marshall & Sterling Wealth Advisors’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	$443K	Buy	1,760 +133	+8%	+$28.6K	0.26%	71
2026 Q1	$354K	Sell	1,627 -173	-10%	-$38.4K	0.23%	72
2025 Q4	$411K	Buy	1,800 +206	+13%	+$46.9K	0.27%	62
2025 Q3	$367K	Sell	1,594 -133	-8%	-$27.1K	0.24%	64
2025 Q2	$318K	Buy	1,727 +9	+0.5%	+$1.67K	0.22%	63
2025 Q1	$360K	Sell	1,718 -3	-0.2%	-$583	0.24%	63
2024 Q4	$306K	Buy	+1,721	New	+$316K	0.21%	69

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

Marshall & Sterling Wealth Advisors's ABBV Position: Q2 2026 in Review

Marshall & Sterling Wealth Advisors increased its AbbVie (ABBV) stake by 8.2% in Q2 2026, buying an estimated $28.6K and bringing the position to 1,760 shares worth $443K. The position accounts for 0.26% of the portfolio, ranked #71.

Marshall & Sterling Wealth Advisors first reported a position in ABBV in Q4 2024 and has held it in 7 quarters since. 4,193 funds tracked by Wall St. Rank hold ABBV as of Q2 2026.

Marshall & Sterling Wealth Advisors held 1,760 shares of AbbVie worth $443K as of Q2 2026.
Marshall & Sterling Wealth Advisors bought 133 AbbVie shares in Q2 2026, an estimated $28.6K.
AbbVie made up 0.26% of Marshall & Sterling Wealth Advisors's portfolio in Q2 2026, its #71 holding.
Marshall & Sterling Wealth Advisors first reported a position in AbbVie in Q4 2024 and has held it in 7 quarters since.
4,193 funds tracked by Wall St. Rank held AbbVie as of Q2 2026.

Based on Marshall & Sterling Wealth Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.