MCM
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Morton Capital Management’s AbbVie ABBV Stock Holding History

Morton Capital 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 		$2.51M Buy
9,961
+399
+4% +$85.8K 0.34% 27
2026
Q1 		$2.08M Buy
9,562
+133
+1% +$29.5K 0.31% 27
2025
Q4 		$2.15M Sell
9,429
-66
-0.7% -$15K 0.33% 26
2025
Q3 		$2.2M Sell
9,495
-227
-2% -$46.2K 0.36% 26
2025
Q2 		$1.8M Buy
9,722
+275
+3% +$51.1K 0.32% 29
2025
Q1 		$1.98M Buy
9,447
+92
+1% +$17.9K 0.38% 24
2024
Q4 		$1.66M Buy
9,355
+168
+2% +$30.9K 0.31% 27
2024
Q3 		$1.81M Buy
9,187
+358
+4% +$66.8K 0.36% 24
2024
Q2 		$1.51M Sell
8,829
-556
-6% -$92.1K 0.36% 26
2024
Q1 		$1.71M Sell
9,385
-263
-3% -$45.3K 0.46% 22
2023
Q4 		$1.5M Buy
9,648
+186
+2% +$27.1K 0.44% 22
2023
Q3 		$1.41M Buy
9,462
+64
+0.7% +$9.39K 0.5% 19
2023
Q2 		$1.27M Buy
9,398
+34
+0.4% +$4.99K 0.43% 22
2023
Q1 		$1.49M Sell
9,364
-563
-6% -$86.1K 0.53% 18
2022
Q4 		$1.6M Buy
9,927
+5
+0.1% +$767 0.63% 16
2022
Q3 		$1.33M Buy
9,922
+558
+6% +$80.1K 0.61% 16
2022
Q2 		$1.43M Buy
9,364
+619
+7% +$94.6K 0.62% 16
2022
Q1 		$1.42M Buy
8,745
+9
+0.1% +$1.31K 0.58% 16
2021
Q4 		$1.18M Buy
+8,736
New +$1.03M 0.48% 22

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

Morton Capital Management's ABBV Position: Q2 2026 in Review

Morton Capital Management increased its AbbVie (ABBV) stake by 4.2% in Q2 2026, buying an estimated $85.8K and bringing the position to 9,961 shares worth $2.51M. The position accounts for 0.34% of the portfolio, ranked #27.

Morton Capital Management first reported a position in ABBV in Q4 2021 and has held it in 19 quarters since. 1,329 funds tracked by Wall St. Rank hold ABBV as of Q2 2026.

  • Morton Capital Management held 9,961 shares of AbbVie worth $2.51M as of Q2 2026.
  • Morton Capital Management bought 399 AbbVie shares in Q2 2026, an estimated $85.8K.
  • AbbVie made up 0.34% of Morton Capital Management's portfolio in Q2 2026, its #27 holding.
  • Morton Capital Management first reported a position in AbbVie in Q4 2021 and has held it in 19 quarters since.
  • 1,329 funds tracked by Wall St. Rank held AbbVie as of Q2 2026.

Based on Morton Capital Management's 13F filing for Q2 2026, filed 23 Jul 2026.