Modern Wealth Management’s AbbVie ABBV Stock Holding History

Modern 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	$20.1M	Buy	79,725 +24,108	+43%	+$5.19M	0.24%	109
2026 Q1	$12M	Buy	55,617 +610	+1%	+$135K	0.2%	123
2025 Q4	$12.6M	Buy	55,007 +2,239	+4%	+$510K	0.23%	111
2025 Q3	$12.2M	Sell	52,768 -1,620	-3%	-$330K	0.24%	108
2025 Q2	$10.1M	Buy	54,388 +1,580	+3%	+$294K	0.25%	98
2025 Q1	$11.1M	Buy	52,808 +4,544	+9%	+$883K	0.35%	67
2024 Q4	$8.58M	Buy	48,264 +19,149	+66%	+$3.52M	0.32%	74
2024 Q3	$5.75M	Buy	29,115 +570	+2%	+$106K	0.35%	52
2024 Q2	$4.9M	Buy	28,545 +4,977	+21%	+$824K	0.36%	47
2024 Q1	$4.29M	Buy	23,568 +18,710	+385%	+$3.22M	0.4%	39
2023 Q4	$753K	Buy	+4,858	New	+$708K	0.1%	72

Other funds holding ABBV

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

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

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

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

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

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

Norges Bank Oslo, Norway $1T AUM

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

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

Modern Wealth Management increased its AbbVie (ABBV) stake by 43% in Q2 2026, buying an estimated $5.19M and bringing the position to 79,725 shares worth $20.1M. The position accounts for 0.24% of the portfolio, ranked #109.

Modern Wealth Management first reported a position in ABBV in Q4 2023 and has held it in 11 quarters since. 4,214 funds tracked by Wall St. Rank hold ABBV as of Q2 2026.

Modern Wealth Management held 79,725 shares of AbbVie worth $20.1M as of Q2 2026.
Modern Wealth Management bought 24,108 AbbVie shares in Q2 2026, an estimated $5.19M.
AbbVie made up 0.24% of Modern Wealth Management's portfolio in Q2 2026, its #109 holding.
Modern Wealth Management first reported a position in AbbVie in Q4 2023 and has held it in 11 quarters since.
4,214 funds tracked by Wall St. Rank held AbbVie as of Q2 2026.

Based on Modern Wealth Management's 13F filing for Q2 2026, filed 14 Aug 2026.