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Melfa Wealth Management’s AbbVie ABBV Stock Holding History

Melfa 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
Q2 		$360K Buy
1,432
+106
+8% +$22.8K 0.19% 105
2026
Q1 		$288K Hold
1,326
– – 0.17% 125
2025
Q4 		$303K Buy
1,326
+31
+2% +$7.06K 0.17% 123
2025
Q3 		$300K Hold
1,295
– – 0.18% 131
2025
Q2 		$240K Buy
1,295
+5
+0.4% +$929 0.15% 151
2025
Q1 		$270K Hold
1,290
– – 0.18% 129
2024
Q4 		$229K Hold
1,290
– – 0.15% 151
2024
Q3 		$255K Hold
1,290
– – 0.17% 139
2024
Q2 		$221K Buy
1,290
+50
+4% +$8.28K 0.15% 148
2024
Q1 		$226K Buy
+1,240
New +$214K 0.16% 142

Other funds holding ABBV

LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
ATO
Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
HCM
Hamlin Capital Management New York $4.45B AUM 22.95% 1-Year Est. Return
AAMU
AEGON Asset Management (UK) Edinburgh, United Kingdom $9.38B AUM 48.94% 1-Year Est. Return
FWCM
Ferguson Wellman Capital Management Portland, Oregon $8.19B AUM 30.56% 1-Year Est. Return

Melfa Wealth Management's ABBV Position: Q2 2026 in Review

Melfa Wealth Management increased its AbbVie (ABBV) stake by 8% in Q2 2026, buying an estimated $22.8K and bringing the position to 1,432 shares worth $360K. The position accounts for 0.19% of the portfolio, ranked #105.

Melfa Wealth Management first reported a position in ABBV in Q1 2024 and has held it in 10 quarters since. 1,476 funds tracked by Wall St. Rank hold ABBV as of Q2 2026.

  • Melfa Wealth Management held 1,432 shares of AbbVie worth $360K as of Q2 2026.
  • Melfa Wealth Management bought 106 AbbVie shares in Q2 2026, an estimated $22.8K.
  • AbbVie made up 0.19% of Melfa Wealth Management's portfolio in Q2 2026, its #105 holding.
  • Melfa Wealth Management first reported a position in AbbVie in Q1 2024 and has held it in 10 quarters since.
  • 1,476 funds tracked by Wall St. Rank held AbbVie as of Q2 2026.

Based on Melfa Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.