Matrix Asset Advisors’s AbbVie ABBV Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$9.83M Sell
39,070
-105
-0.3% -$22.6K 0.8% 42
2026
Q1
$8.52M Buy
39,175
+890
+2% +$197K 0.78% 38
2025
Q4
$8.75M Sell
38,285
-528
-1% -$120K 0.79% 41
2025
Q3
$8.99M Buy
38,813
+302
+0.8% +$61.5K 0.83% 44
2025
Q2
$7.15M Sell
38,511
-608
-2% -$113K 0.72% 43
2025
Q1
$8.2M Sell
39,119
-64,910
-62% -$12.6M 0.9% 40
2024
Q4
$18.5M Buy
104,029
+2,768
+3% +$509K 2.02% 19
2024
Q3
$20M Sell
101,261
-43,986
-30% -$8.21M 2.22% 17
2024
Q2
$24.9M Buy
145,247
+2,291
+2% +$380K 2.97% 11
2024
Q1
$26M Sell
142,956
-21,471
-13% -$3.7M 3.11% 9
2023
Q4
$25.5M Buy
164,427
+3,125
+2% +$456K 3.24% 9
2023
Q3
$24M Buy
161,302
+320
+0.2% +$47K 3.43% 5
2023
Q2
$21.7M Buy
160,982
+2,972
+2% +$436K 2.99% 10
2023
Q1
$25.2M Sell
158,010
-449
-0.3% -$68.6K 3.64% 7
2022
Q4
$25.6M Sell
158,459
-4,245
-3% -$651K 3.84% 5
2022
Q3
$21.8M Buy
162,704
+14,646
+10% +$2.1M 3.58% 4
2022
Q2
$22.7M Sell
148,058
-30,824
-17% -$4.71M 3.48% 10
2022
Q1
$29M Sell
178,882
-54,381
-23% -$7.9M 3.9% 4
2021
Q4
$31.6M Buy
233,263
+156
+0.1% +$18.4K 4.11% 4
2021
Q3
$25.1M Buy
233,107
+1,825
+0.8% +$209K 3.54% 6
2021
Q2
$26.1M Buy
231,282
+22
+0% +$2.48K 3.74% 4
2021
Q1
$25M Buy
231,260
+3,449
+2% +$369K 3.73% 4
2020
Q4
$24.4M Buy
227,811
+4,386
+2% +$421K 4.12% 3
2020
Q3
$19.6M Sell
223,425
-38,261
-15% -$3.6M 3.81% 4
2020
Q2
$25.7M Sell
261,686
-7,102
-3% -$625K 4.92% 2
2020
Q1
$20.5M Sell
268,788
-14,322
-5% -$1.22M 4.66% 4
2019
Q4
$25.1M Sell
283,110
-940
-0.3% -$78K 4.09% 5
2019
Q3
$21.5M Buy
284,050
+48,040
+20% +$3.29M 3.8% 5
2019
Q2
$17.2M Sell
236,010
-12,862
-5% -$1.01M 3.04% 10
2019
Q1
$20.1M Buy
248,872
+1,246
+0.5% +$102K 3.43% 7
2018
Q4
$22.8M Sell
247,626
-208
-0.1% -$18.3K 4.24% 3
2018
Q3
$23.4M Buy
247,834
+406
+0.2% +$38.5K 3.74% 7
2018
Q2
$22.9M Sell
247,428
-2,205
-0.9% -$215K 3.78% 6
2018
Q1
$23.6M Sell
249,633
-3,839
-2% -$422K 3.9% 6
2017
Q4
$24.5M Sell
253,472
-7,445
-3% -$702K 3.89% 5
2017
Q3
$23.2M Sell
260,917
-864
-0.3% -$65.8K 3.82% 5
2017
Q2
$19M Sell
261,781
-210
-0.1% -$14.1K 3.25% 9
2017
Q1
$17.1M Sell
261,991
-680
-0.3% -$42.8K 3% 10
2016
Q4
$16.4M Buy
262,671
+90,091
+52% +$5.5M 2.79% 11
2016
Q3
$10.9M Buy
172,580
+36,110
+26% +$2.34M 1.92% 26
2016
Q2
$8.45M Buy
136,470
+59,269
+77% +$3.61M 1.64% 29
2016
Q1
$4.41M Buy
77,201
+15,855
+26% +$884K 0.87% 43
2015
Q4
$3.63M Buy
+61,346
New +$3.53M 0.7% 45
2015
Q3
Sell
-3,234
Closed -$217K 72
2015
Q2
$217K Buy
+3,234
New +$211K 0.03% 69
2015
Q1
Sell
-3,234
Closed -$212K 79
2014
Q4
$212K Buy
+3,234
New +$204K 0.02% 71

Other funds holding ABBV

Matrix Asset Advisors's ABBV Position: Q2 2026 in Review

Matrix Asset Advisors reduced its AbbVie (ABBV) stake by 0.27% in Q2 2026, selling an estimated $22.6K and leaving 39,070 shares worth $9.83M. The position accounts for 0.8% of the portfolio, ranked #42.

Matrix Asset Advisors first reported a position in ABBV in Q4 2014 and has held it in 45 quarters since. The position peaked at $31.6M in Q4 2021. 803 funds tracked by Wall St. Rank hold ABBV as of Q2 2026.

  • Matrix Asset Advisors held 39,070 shares of AbbVie worth $9.83M as of Q2 2026.
  • Matrix Asset Advisors sold 105 AbbVie shares in Q2 2026, an estimated $22.6K.
  • AbbVie made up 0.8% of Matrix Asset Advisors's portfolio in Q2 2026, its #42 holding.
  • Matrix Asset Advisors first reported a position in AbbVie in Q4 2014 and has held it in 45 quarters since.
  • Matrix Asset Advisors's AbbVie position peaked at $31.6M in Q4 2021.
  • 803 funds tracked by Wall St. Rank held AbbVie as of Q2 2026.

Based on Matrix Asset Advisors's 13F filing for Q2 2026, filed 15 Jul 2026.