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 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 $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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 Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

Modern Wealth Management increased its AbbVie (ABBV) stake by 1.1% in Q1 2026, buying an estimated $135K and bringing the position to 55,617 shares worth $12M. The position accounts for 0.2% of the portfolio, ranked #123.

Modern Wealth Management first reported a position in ABBV in Q4 2023 and has held it in 10 quarters since. The position peaked at $12.6M in Q4 2025. 4,075 funds tracked by Wall St. Rank hold ABBV as of Q1 2026.

Modern Wealth Management held 55,617 shares of AbbVie worth $12M as of Q1 2026.
Modern Wealth Management bought 610 AbbVie shares in Q1 2026, an estimated $135K.
AbbVie made up 0.2% of Modern Wealth Management's portfolio in Q1 2026, its #123 holding.
Modern Wealth Management first reported a position in AbbVie in Q4 2023 and has held it in 10 quarters since.
Modern Wealth Management's AbbVie position peaked at $12.6M in Q4 2025.
4,075 funds tracked by Wall St. Rank held AbbVie as of Q1 2026.

Based on Modern Wealth Management's 13F filing for Q1 2026, filed 14 May 2026.