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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
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 $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

Montis Financial's ABBV Position: Q1 2026 in Review

Montis Financial increased its AbbVie (ABBV) stake by 3% in Q1 2026, buying an estimated $21.7K and bringing the position to 3,387 shares worth $737K. The position accounts for 0.15% of the portfolio, ranked #73.

Montis Financial first reported a position in ABBV in Q4 2020 and has held it in 10 quarters since. The position peaked at $762K in Q3 2025. 4,078 funds tracked by Wall St. Rank hold ABBV as of Q1 2026.

  • Montis Financial held 3,387 shares of AbbVie worth $737K as of Q1 2026.
  • Montis Financial bought 98 AbbVie shares in Q1 2026, an estimated $21.7K.
  • AbbVie made up 0.15% of Montis Financial's portfolio in Q1 2026, its #73 holding.
  • Montis Financial first reported a position in AbbVie in Q4 2020 and has held it in 10 quarters since.
  • Montis Financial's AbbVie position peaked at $762K in Q3 2025.
  • 4,078 funds tracked by Wall St. Rank held AbbVie as of Q1 2026.

Based on Montis Financial's 13F filing for Q1 2026, filed 11 May 2026.