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Morris Financial Concepts’s AbbVie ABBV Stock Holding History

Morris Financial Concepts’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 		$659K Sell
2,620
-3
-0.1% -$645 0.2% 65
2026
Q1 		$571K Sell
2,623
-5
-0.2% -$1.11K 0.19% 68
2025
Q4 		$600K Hold
2,628
– – 0.21% 64
2025
Q3 		$608K Sell
2,628
-17
-0.6% -$3.46K 0.22% 64
2025
Q2 		$491K Sell
2,645
-12
-0.5% -$2.23K 0.19% 67
2025
Q1 		$557K Sell
2,657
-79
-3% -$15.4K 0.23% 64
2024
Q4 		$486K Buy
2,736
+179
+7% +$32.9K 0.21% 64
2024
Q3 		$505K Buy
2,557
+51
+2% +$9.52K 0.22% 62
2024
Q2 		$430K Sell
2,506
-4
-0.2% -$663 0.21% 65
2024
Q1 		$457K Sell
2,510
-22
-0.9% -$3.79K 0.23% 60
2023
Q4 		$392K Sell
2,532
-28
-1% -$4.08K 0.22% 60
2023
Q3 		$382K Sell
2,560
-6
-0.2% -$881 0.25% 55
2023
Q2 		$346K Buy
2,566
+782
+44% +$115K 0.22% 59
2023
Q1 		$284K Sell
1,784
-1
-0.1% -$153 0.2% 65
2022
Q4 		$288K Sell
1,785
-6
-0.3% -$920 0.23% 64
2022
Q3 		$240K Sell
1,791
-26
-1% -$3.73K 0.25% 57
2022
Q2 		$278K Sell
1,817
-36
-2% -$5.5K 0.26% 54
2022
Q1 		$300K Buy
1,853
+33
+2% +$4.79K 0.25% 54
2021
Q4 		$246K Buy
+1,820
New +$215K 0.21% 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

Morris Financial Concepts's ABBV Position: Q2 2026 in Review

Morris Financial Concepts reduced its AbbVie (ABBV) stake by 0.11% in Q2 2026, selling an estimated $645 and leaving 2,620 shares worth $659K. The position accounts for 0.2% of the portfolio, ranked #65.

Morris Financial Concepts first reported a position in ABBV in Q4 2021 and has held it in 19 quarters since. 4,194 funds tracked by Wall St. Rank hold ABBV as of Q2 2026.

  • Morris Financial Concepts held 2,620 shares of AbbVie worth $659K as of Q2 2026.
  • Morris Financial Concepts sold 3 AbbVie shares in Q2 2026, an estimated $645.
  • AbbVie made up 0.2% of Morris Financial Concepts's portfolio in Q2 2026, its #65 holding.
  • Morris Financial Concepts first reported a position in AbbVie in Q4 2021 and has held it in 19 quarters since.
  • 4,194 funds tracked by Wall St. Rank held AbbVie as of Q2 2026.

Based on Morris Financial Concepts's 13F filing for Q2 2026, filed 29 Jul 2026.