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Milestone Asset Management’s AbbVie ABBV Stock Holding History

Milestone Asset 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 		$1.76M Sell
6,977
-19,281
-73% -$4.15M 0.28% 88
2026
Q1 		$5.71M Buy
26,258
+257
+1% +$57K 1.05% 20
2025
Q4 		$5.94M Buy
26,001
+19,094
+276% +$4.35M 1.12% 23
2025
Q3 		$1.6M Sell
6,907
-1,600
-19% -$326K 0.3% 64
2025
Q2 		$1.58M Buy
8,507
+234
+3% +$43.5K 0.33% 55
2025
Q1 		$1.73M Buy
8,273
+598
+8% +$116K 0.37% 58
2024
Q4 		$1.36M Buy
7,675
+1,539
+25% +$283K 0.3% 80
2024
Q3 		$1.21M Buy
6,136
+702
+13% +$131K 0.27% 79
2024
Q2 		$932K Buy
5,434
+2,842
+110% +$471K 0.23% 87
2024
Q1 		$472K Buy
2,592
+1,017
+65% +$175K 0.13% 109
2023
Q4 		$244K Sell
1,575
-105
-6% -$15.3K 0.08% 71
2023
Q3 		$249K Buy
1,680
+118
+8% +$17.3K 0.09% 70
2023
Q2 		$211K Hold
1,562
– – 0.09% 62
2023
Q1 		$249K Buy
1,562
+32
+2% +$4.89K 0.14% 62
2022
Q4 		$227K Buy
+1,530
New +$235K 0.14% 63

Other funds holding ABBV

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Milestone Asset Management's ABBV Position: Q2 2026 in Review

Milestone Asset Management reduced its AbbVie (ABBV) stake by 73% in Q2 2026, selling an estimated $4.15M and leaving 6,977 shares worth $1.76M. The position accounts for 0.28% of the portfolio, ranked #88.

Milestone Asset Management first reported a position in ABBV in Q4 2022 and has held it in 15 quarters since. The position peaked at $5.94M in Q4 2025. 4,201 funds tracked by Wall St. Rank hold ABBV as of Q2 2026.

  • Milestone Asset Management held 6,977 shares of AbbVie worth $1.76M as of Q2 2026.
  • Milestone Asset Management sold 19,281 AbbVie shares in Q2 2026, an estimated $4.15M.
  • AbbVie made up 0.28% of Milestone Asset Management's portfolio in Q2 2026, its #88 holding.
  • Milestone Asset Management first reported a position in AbbVie in Q4 2022 and has held it in 15 quarters since.
  • Milestone Asset Management's AbbVie position peaked at $5.94M in Q4 2025.
  • 4,201 funds tracked by Wall St. Rank held AbbVie as of Q2 2026.

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