MWA
ABBV icon

Martel Wealth Advisors’s AbbVie ABBV Stock Holding History

Martel 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 		$243K Sell
967
-125
-11% -$26.9K 0.04% 55
2026
Q1 		$237K Hold
1,092
– – 0.04% 68
2025
Q4 		$250K Buy
1,092
+125
+13% +$28.5K 0.04% 65
2025
Q3 		$224K Buy
+967
New +$197K 0.04% 66

Other funds holding ABBV

Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return

Martel Wealth Advisors's ABBV Position: Q2 2026 in Review

Martel Wealth Advisors reduced its AbbVie (ABBV) stake by 11% in Q2 2026, selling an estimated $26.9K and leaving 967 shares worth $243K. The position accounts for 0.04% of the portfolio, ranked #55.

Martel Wealth Advisors first reported a position in ABBV in Q3 2025 and has held it in 4 quarters since. The position peaked at $250K in Q4 2025. 2,493 funds tracked by Wall St. Rank hold ABBV as of Q2 2026.

  • Martel Wealth Advisors held 967 shares of AbbVie worth $243K as of Q2 2026.
  • Martel Wealth Advisors sold 125 AbbVie shares in Q2 2026, an estimated $26.9K.
  • AbbVie made up 0.04% of Martel Wealth Advisors's portfolio in Q2 2026, its #55 holding.
  • Martel Wealth Advisors first reported a position in AbbVie in Q3 2025 and has held it in 4 quarters since.
  • Martel Wealth Advisors's AbbVie position peaked at $250K in Q4 2025.
  • 2,493 funds tracked by Wall St. Rank held AbbVie as of Q2 2026.

Based on Martel Wealth Advisors's 13F filing for Q2 2026, filed 13 Jul 2026.