MF
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Montis Financial’s AbbVie ABBV Stock Holding History

Montis Financial’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 		$929K Buy
3,690
+303
+9% +$65.2K 0.19% 67
2026
Q1 		$737K Buy
3,387
+98
+3% +$21.7K 0.15% 73
2025
Q4 		$752K Hold
3,289
– – 0.15% 74
2025
Q3 		$762K Buy
3,289
+572
+21% +$116K 0.18% 77
2025
Q2 		$504K Sell
2,717
-112
-4% -$20.8K 0.14% 85
2025
Q1 		$593K Buy
2,829
+1
+0% +$194 0.17% 79
2024
Q4 		$503K Buy
2,828
+186
+7% +$34.2K 0.16% 87
2024
Q3 		$522K Buy
+2,642
New +$493K 0.19% 66
2021
Q3 		– Sell
-2,407
Closed -$271K – 65
2021
Q2 		$271K Hold
2,407
– – 0.22% 56
2021
Q1 		$261K Hold
2,407
– – 0.24% 55
2020
Q4 		$247K Buy
+2,407
New +$231K 0.25% 56

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

Montis Financial's ABBV Position: Q2 2026 in Review

Montis Financial increased its AbbVie (ABBV) stake by 8.9% in Q2 2026, buying an estimated $65.2K and bringing the position to 3,690 shares worth $929K. The position accounts for 0.19% of the portfolio, ranked #67.

Montis Financial first reported a position in ABBV in Q4 2020 and has held it in 11 quarters since. 4,221 funds tracked by Wall St. Rank hold ABBV as of Q2 2026.

  • Montis Financial held 3,690 shares of AbbVie worth $929K as of Q2 2026.
  • Montis Financial bought 303 AbbVie shares in Q2 2026, an estimated $65.2K.
  • AbbVie made up 0.19% of Montis Financial's portfolio in Q2 2026, its #67 holding.
  • Montis Financial first reported a position in AbbVie in Q4 2020 and has held it in 11 quarters since.
  • 4,221 funds tracked by Wall St. Rank held AbbVie as of Q2 2026.

Based on Montis Financial's 13F filing for Q2 2026, filed 6 Aug 2026.