MHWM
ABBV icon

Montz Harcus Wealth Management’s AbbVie ABBV Stock Holding History

Montz Harcus 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 		$739K Sell
2,937
-77
-3% -$16.6K 0.26% 38
2026
Q1 		$655K Buy
3,014
+158
+6% +$35K 0.26% 42
2025
Q4 		$653K Buy
2,856
+563
+25% +$128K 0.26% 39
2025
Q3 		$531K Buy
2,293
+61
+3% +$12.4K 0.23% 45
2025
Q2 		$414K Buy
2,232
+14
+0.6% +$2.6K 0.2% 45
2025
Q1 		$465K Buy
2,218
+14
+0.6% +$2.72K 0.25% 43
2024
Q4 		$392K Buy
2,204
+245
+13% +$45K 0.22% 45
2024
Q3 		$387K Buy
1,959
+17
+0.9% +$3.17K 0.23% 44
2024
Q2 		$333K Sell
1,942
-437
-18% -$72.4K 0.22% 43
2024
Q1 		$433K Buy
2,379
+424
+22% +$73.1K 0.29% 38
2023
Q4 		$303K Buy
1,955
+27
+1% +$3.94K 0.23% 39
2023
Q3 		$287K Buy
1,928
+37
+2% +$5.43K 0.25% 38
2023
Q2 		$255K Buy
1,891
+3
+0.2% +$440 0.21% 44
2023
Q1 		$301K Buy
1,888
+55
+3% +$8.41K 0.28% 39
2022
Q4 		$296K Buy
1,833
+3
+0.2% +$460 0.29% 40
2022
Q3 		$246K Buy
1,830
+2
+0.1% +$287 0.27% 39
2022
Q2 		$280K Buy
1,828
+132
+8% +$20.2K 0.3% 39
2022
Q1 		$275K Buy
1,696
+3
+0.2% +$436 0.25% 42
2021
Q4 		$229K Buy
+1,693
New +$200K 0.2% 48

Other funds holding ABBV

LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
ATO
Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
HCM
Hamlin Capital Management New York $4.45B AUM 22.95% 1-Year Est. Return
AAMU
AEGON Asset Management (UK) Edinburgh, United Kingdom $9.38B AUM 48.94% 1-Year Est. Return
FWCM
Ferguson Wellman Capital Management Portland, Oregon $8.19B AUM 30.56% 1-Year Est. Return

Montz Harcus Wealth Management's ABBV Position: Q2 2026 in Review

Montz Harcus Wealth Management reduced its AbbVie (ABBV) stake by 2.6% in Q2 2026, selling an estimated $16.6K and leaving 2,937 shares worth $739K. The position accounts for 0.26% of the portfolio, ranked #38.

Montz Harcus Wealth Management first reported a position in ABBV in Q4 2021 and has held it in 19 quarters since. 1,476 funds tracked by Wall St. Rank hold ABBV as of Q2 2026.

  • Montz Harcus Wealth Management held 2,937 shares of AbbVie worth $739K as of Q2 2026.
  • Montz Harcus Wealth Management sold 77 AbbVie shares in Q2 2026, an estimated $16.6K.
  • AbbVie made up 0.26% of Montz Harcus Wealth Management's portfolio in Q2 2026, its #38 holding.
  • Montz Harcus Wealth Management first reported a position in AbbVie in Q4 2021 and has held it in 19 quarters since.
  • 1,476 funds tracked by Wall St. Rank held AbbVie as of Q2 2026.

Based on Montz Harcus Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.