MGB Wealth Management’s AbbVie ABBV Stock Holding History

MGB 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
2025 Q4	$2.84M	Buy	12,413 +25	+0.2%	+$5.7K	0.81%	21
2025 Q3	$2.84M	Sell	12,388 -1,164	-9%	-$237K	0.8%	23
2025 Q2	$2.5M	Sell	13,552 -282	-2%	-$52.4K	0.82%	22
2025 Q1	$2.88M	Buy	13,834 +196	+1%	+$38.1K	1.04%	18
2024 Q4	$2.42M	Buy	13,638 +493	+4%	+$90.6K	0.75%	25
2024 Q3	$2.58M	Sell	13,145 -300	-2%	-$56K	0.94%	21
2024 Q2	$2.29M	Buy	13,445 +123	+0.9%	+$20.4K	0.86%	24
2024 Q1	$2.43M	Buy	13,322 +87	+0.7%	+$15K	0.99%	20
2023 Q4	$2.05M	Buy	+13,235	New	+$1.93M	1.03%	21

Other funds holding ABBV

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

MGB Wealth Management's ABBV Position: Q4 2025 in Review

MGB Wealth Management increased its AbbVie (ABBV) stake by 0.2% in Q4 2025, buying an estimated $5.7K and bringing the position to 12,413 shares worth $2.84M. The position accounts for 0.81% of the portfolio, ranked #21.

MGB Wealth Management first reported a position in ABBV in Q4 2023 and has held it in 9 quarters since. The position peaked at $2.88M in Q1 2025. 4,160 funds tracked by Wall St. Rank hold ABBV as of Q4 2025.

MGB Wealth Management held 12,413 shares of AbbVie worth $2.84M as of Q4 2025.
MGB Wealth Management bought 25 AbbVie shares in Q4 2025, an estimated $5.7K.
AbbVie made up 0.81% of MGB Wealth Management's portfolio in Q4 2025, its #21 holding.
MGB Wealth Management first reported a position in AbbVie in Q4 2023 and has held it in 9 quarters since.
MGB Wealth Management's AbbVie position peaked at $2.88M in Q1 2025.
4,160 funds tracked by Wall St. Rank held AbbVie as of Q4 2025.

Based on MGB Wealth Management's 13F filing for Q4 2025, filed 17 Feb 2026.