MWM
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Mission Wealth Management’s AbbVie ABBV Stock Holding History

Mission 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
Q1 		$6.86M Sell
31,521
-5,743
-15% -$1.27M 0.14% 86
2025
Q4 		$8.51M Sell
37,264
-9,597
-20% -$2.19M 0.17% 72
2025
Q3 		$10.9M Sell
46,861
-946
-2% -$193K 0.22% 61
2025
Q2 		$8.87M Sell
47,807
-212
-0.4% -$39.4K 0.19% 71
2025
Q1 		$10.1M Buy
48,019
+266
+0.6% +$51.7K 0.25% 60
2024
Q4 		$8.49M Buy
47,753
+1,020
+2% +$188K 0.2% 66
2024
Q3 		$9.23M Buy
46,733
+6,704
+17% +$1.25M 0.22% 61
2024
Q2 		$6.87M Sell
40,029
-824
-2% -$136K 0.18% 72
2024
Q1 		$7.44M Buy
40,853
+3,366
+9% +$580K 0.2% 76
2023
Q4 		$5.81M Buy
37,487
+2,208
+6% +$322K 0.19% 75
2023
Q3 		$5.26M Sell
35,279
-20
-0.1% -$2.94K 0.2% 69
2023
Q2 		$4.76M Buy
35,299
+1,725
+5% +$253K 0.18% 71
2023
Q1 		$5.35M Sell
33,574
-1,946
-5% -$298K 0.22% 62
2022
Q4 		$5.74M Buy
35,520
+4,114
+13% +$631K 0.27% 53
2022
Q3 		$4.21M Buy
31,406
+2,121
+7% +$304K 0.22% 57
2022
Q2 		$4.49M Sell
29,285
-1,166
-4% -$178K 0.24% 57
2022
Q1 		$4.94M Buy
30,451
+11,336
+59% +$1.65M 0.23% 56
2021
Q4 		$2.59M Buy
19,115
+576
+3% +$68K 0.12% 96
2021
Q3 		$2M Sell
18,539
-496
-3% -$56.7K 0.1% 105
2021
Q2 		$2.14M Sell
19,035
-1,097
-5% -$124K 0.11% 95
2021
Q1 		$2.18M Buy
20,132
+2,046
+11% +$219K 0.13% 85
2020
Q4 		$1.94M Sell
18,086
-739
-4% -$71K 0.12% 85
2020
Q3 		$1.65M Buy
18,825
+683
+4% +$64.3K 0.12% 85
2020
Q2 		$1.78M Buy
18,142
+2,815
+18% +$248K 0.15% 76
2020
Q1 		$1.17M Buy
15,327
+1,557
+11% +$133K 0.13% 89
2019
Q4 		$1.22M Buy
13,770
+2,870
+26% +$238K 0.12% 101
2019
Q3 		$825K Buy
10,900
+172
+2% +$11.8K 0.09% 120
2019
Q2 		$780K Sell
10,728
-702
-6% -$55.2K 0.09% 121
2019
Q1 		$921K Buy
11,430
+899
+9% +$73.5K 0.11% 102
2018
Q4 		$971K Sell
10,531
-1,268
-11% -$112K 0.13% 88
2018
Q3 		$1.12M Buy
11,799
+228
+2% +$21.6K 0.15% 85
2018
Q2 		$1.07M Buy
11,571
+242
+2% +$23.6K 0.16% 82
2018
Q1 		$1.07M Buy
11,329
+671
+6% +$73.7K 0.17% 69
2017
Q4 		$1.03M Sell
10,658
-160
-1% -$15.1K 0.18% 63
2017
Q3 		$961K Sell
10,818
-50
-0.5% -$3.81K 0.18% 68
2017
Q2 		$788K Sell
10,868
-111
-1% -$7.46K 0.15% 75
2017
Q1 		$715K Sell
10,979
-218
-2% -$13.7K 0.14% 78
2016
Q4 		$701K Buy
11,197
+679
+6% +$41.4K 0.14% 77
2016
Q3 		$663K Buy
10,518
+56
+0.5% +$3.63K 0.16% 70
2016
Q2 		$648K Buy
10,462
+99
+1% +$6.03K 0.17% 62
2016
Q1 		$592K Buy
10,363
+173
+2% +$9.64K 0.16% 68
2015
Q4 		$604K Buy
10,190
+376
+4% +$21.7K 0.17% 64
2015
Q3 		$534K Buy
9,814
+2,045
+26% +$133K 0.16% 63
2015
Q2 		$455K Buy
+7,769
New +$507K 0.16% 74

Other funds holding ABBV

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
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
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Mission Wealth Management's ABBV Position: Q1 2026 in Review

Mission Wealth Management reduced its AbbVie (ABBV) stake by 15% in Q1 2026, selling an estimated $1.27M and leaving 31,521 shares worth $6.86M. The position accounts for 0.14% of the portfolio, ranked #86.

Mission Wealth Management first reported a position in ABBV in Q2 2015 and has held it in 44 quarters since. The position peaked at $10.9M in Q3 2025. 4,075 funds tracked by Wall St. Rank hold ABBV as of Q1 2026.

  • Mission Wealth Management held 31,521 shares of AbbVie worth $6.86M as of Q1 2026.
  • Mission Wealth Management sold 5,743 AbbVie shares in Q1 2026, an estimated $1.27M.
  • AbbVie made up 0.14% of Mission Wealth Management's portfolio in Q1 2026, its #86 holding.
  • Mission Wealth Management first reported a position in AbbVie in Q2 2015 and has held it in 44 quarters since.
  • Mission Wealth Management's AbbVie position peaked at $10.9M in Q3 2025.
  • 4,075 funds tracked by Wall St. Rank held AbbVie as of Q1 2026.

Based on Mission Wealth Management's 13F filing for Q1 2026, filed 15 May 2026.