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Momentous Wealth Management’s AbbVie ABBV Stock Holding History

Momentous 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 		$271K Sell
1,244
-87
-7% -$19.3K 0.15% 33
2025
Q4 		$304K Sell
1,331
-20
-1% -$4.56K 0.17% 32
2025
Q3 		$313K Buy
1,351
+20
+2% +$4.07K 0.2% 28
2025
Q2 		$247K Sell
1,331
-7
-0.5% -$1.3K 0.16% 37
2025
Q1 		$280K Buy
+1,338
New +$260K 0.2% 30

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

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

Momentous Wealth Management reduced its AbbVie (ABBV) stake by 6.5% in Q1 2026, selling an estimated $19.3K and leaving 1,244 shares worth $271K. The position accounts for 0.15% of the portfolio, ranked #33.

Momentous Wealth Management first reported a position in ABBV in Q1 2025 and has held it in 5 quarters since. The position peaked at $313K in Q3 2025. 4,077 funds tracked by Wall St. Rank hold ABBV as of Q1 2026.

  • Momentous Wealth Management held 1,244 shares of AbbVie worth $271K as of Q1 2026.
  • Momentous Wealth Management sold 87 AbbVie shares in Q1 2026, an estimated $19.3K.
  • AbbVie made up 0.15% of Momentous Wealth Management's portfolio in Q1 2026, its #33 holding.
  • Momentous Wealth Management first reported a position in AbbVie in Q1 2025 and has held it in 5 quarters since.
  • Momentous Wealth Management's AbbVie position peaked at $313K in Q3 2025.
  • 4,077 funds tracked by Wall St. Rank held AbbVie as of Q1 2026.

Based on Momentous Wealth Management's 13F filing for Q1 2026, filed 11 May 2026.