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Merriman Wealth Management’s AbbVie ABBV Stock Holding History

Merriman 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
2024
Q4 		$622K Buy
3,499
+208
+6% +$38.2K 0.03% 120
2024
Q3 		$650K Buy
3,291
+4
+0.1% +$747 0.03% 127
2024
Q2 		$564K Sell
3,287
-24
-0.7% -$3.98K 0.02% 133
2024
Q1 		$603K Buy
3,311
+4
+0.1% +$689 0.03% 124
2023
Q4 		$513K Buy
3,307
+100
+3% +$14.6K 0.02% 130
2023
Q3 		$478K Hold
3,207
– – 0.02% 122
2023
Q2 		$432K Sell
3,207
-48
-1% -$7.04K 0.02% 146
2023
Q1 		$519K Hold
3,255
– – 0.03% 126
2022
Q4 		$526K Buy
3,255
+113
+4% +$17.3K 0.03% 138
2022
Q3 		$422K Buy
3,142
+41
+1% +$5.88K 0.03% 108
2022
Q2 		$475K Sell
3,101
-31
-1% -$4.74K 0.03% 103
2022
Q1 		$508K Sell
3,132
-350
-10% -$50.8K 0.04% 127
2021
Q4 		$471K Buy
3,482
+469
+16% +$55.4K 0.03% 148
2021
Q3 		$325K Sell
3,013
-9
-0.3% -$1.03K 0.03% 162
2021
Q2 		$340K Buy
3,022
+145
+5% +$16.3K 0.03% 174
2021
Q1 		$311K Sell
2,877
-953
-25% -$102K 0.04% 154
2020
Q4 		$411K Buy
+3,830
New +$368K 0.04% 155
2020
Q3 		– Sell
-2,362
Closed -$232K – 161
2020
Q2 		$232K Sell
2,362
-371
-14% -$32.7K 0.04% 147
2020
Q1 		$208K Sell
2,733
-355
-11% -$30.2K 0.05% 142
2019
Q4 		$273K Buy
+3,088
New +$256K 0.05% 151

Other funds holding ABBV

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.88B AUM 29.07% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Merriman Wealth Management's ABBV Position: Q4 2024 in Review

Merriman Wealth Management increased its AbbVie (ABBV) stake by 6.3% in Q4 2024, buying an estimated $38.2K and bringing the position to 3,499 shares worth $622K. The position accounts for 0.03% of the portfolio, ranked #120.

Merriman Wealth Management first reported a position in ABBV in Q4 2019 and has held it in 20 quarters since. The position peaked at $650K in Q3 2024. 3,745 funds tracked by Wall St. Rank hold ABBV as of Q4 2024.

  • Merriman Wealth Management held 3,499 shares of AbbVie worth $622K as of Q4 2024.
  • Merriman Wealth Management bought 208 AbbVie shares in Q4 2024, an estimated $38.2K.
  • AbbVie made up 0.03% of Merriman Wealth Management's portfolio in Q4 2024, its #120 holding.
  • Merriman Wealth Management first reported a position in AbbVie in Q4 2019 and has held it in 20 quarters since.
  • Merriman Wealth Management's AbbVie position peaked at $650K in Q3 2024.
  • 3,745 funds tracked by Wall St. Rank held AbbVie as of Q4 2024.

Based on Merriman Wealth Management's 13F filing for Q4 2024, filed 13 Feb 2025.