Mount Yale Investment Advisors’s AbbVie ABBV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $19M | Buy |
87,277
+53,414
| +158% | +$11.8M | 0.44% | 47 |
|
|
2025
Q4 | $7.74M | Buy |
33,863
+1,089
| +3% | +$248K | 0.37% | 55 |
|
|
2025
Q3 | $7.59M | Buy |
32,774
+8,652
| +36% | +$1.76M | 0.53% | 41 |
|
|
2025
Q2 | $4.48M | Sell |
24,122
-2,952
| -11% | -$549K | 0.35% | 51 |
|
|
2025
Q1 | $5.67M | Sell |
27,074
-1,478
| -5% | -$287K | 0.49% | 29 |
|
|
2024
Q4 | $5.07M | Buy |
28,552
+1,514
| +6% | +$278K | 0.41% | 39 |
|
|
2024
Q3 | $5.34M | Sell |
27,038
-1,185
| -4% | -$221K | 0.51% | 35 |
|
|
2024
Q2 | $4.84M | Buy |
28,223
+4,727
| +20% | +$783K | 0.38% | 52 |
|
|
2024
Q1 | $4.28M | Buy |
23,496
+589
| +3% | +$102K | 0.33% | 69 |
|
|
2023
Q4 | $3.55M | Sell |
22,907
-303
| -1% | -$44.2K | 0.34% | 75 |
|
|
2023
Q3 | $3.46M | Buy |
23,210
+2,278
| +11% | +$334K | 0.38% | 60 |
|
|
2023
Q2 | $2.82M | Sell |
20,932
-2,535
| -11% | -$372K | 0.3% | 76 |
|
|
2023
Q1 | $3.74M | Sell |
23,467
-726
| -3% | -$111K | 0.42% | 54 |
|
|
2022
Q4 | $3.91M | Sell |
24,193
-462
| -2% | -$70.8K | 0.44% | 59 |
|
|
2022
Q3 | $3.31M | Sell |
24,655
-8,842
| -26% | -$1.27M | 0.44% | 53 |
|
|
2022
Q2 | $5.13M | Buy |
33,497
+902
| +3% | +$138K | 0.65% | 35 |
|
|
2022
Q1 | $5.28M | Sell |
32,595
-166
| -0.5% | -$24.1K | 0.57% | 39 |
|
|
2021
Q4 | $4.44M | Sell |
32,761
-227
| -0.7% | -$26.8K | 0.46% | 50 |
|
|
2021
Q3 | $3.56M | Buy |
32,988
+1,332
| +4% | +$152K | 0.41% | 62 |
|
|
2021
Q2 | $3.57M | Buy |
31,656
+830
| +3% | +$93.5K | 0.43% | 55 |
|
|
2021
Q1 | $3.34M | Sell |
30,826
-140
| -0.5% | -$15K | 0.44% | 55 |
|
|
2020
Q4 | $3.32M | Buy |
30,966
+2,342
| +8% | +$225K | 0.47% | 55 |
|
|
2020
Q3 | $2.51M | Sell |
28,624
-2,864
| -9% | -$270K | 0.36% | 69 |
|
|
2020
Q2 | $3.09M | Buy |
31,488
+4,738
| +18% | +$417K | 0.55% | 47 |
|
|
2020
Q1 | $2.04M | Sell |
26,750
-932
| -3% | -$79.4K | 0.46% | 53 |
|
|
2019
Q4 | $2.24M | Sell |
27,682
-995
| -3% | -$82.6K | 0.39% | 58 |
|
|
2019
Q3 | $2.48M | Buy |
28,677
+1,308
| +5% | +$89.7K | 0.44% | 56 |
|
|
2019
Q2 | $1.76M | Buy |
27,369
+1,057
| +4% | +$83.1K | 0.33% | 76 |
|
|
2019
Q1 | $2.12M | Sell |
26,312
-221
| -0.8% | -$18.1K | 0.4% | 61 |
|
|
2018
Q4 | $2.12M | Buy |
26,533
+19,766
| +292% | +$1.74M | 0.43% | 55 |
|
|
2018
Q3 | $588K | Sell |
6,767
-66,247
| -91% | -$6.28M | 0.1% | 153 |
|
|
2018
Q2 | $6.76M | Buy |
73,014
+2,748
| +4% | +$268K | 1.28% | 19 |
|
|
2018
Q1 | $6.65M | Buy |
+70,266
| New | +$7.72M | 1.43% | 11 |
|
Other funds holding ABBV
VCM
VPM
Mount Yale Investment Advisors's ABBV Position: Q1 2026 in Review
Mount Yale Investment Advisors increased its AbbVie (ABBV) stake by 158% in Q1 2026, buying an estimated $11.8M and bringing the position to 87,277 shares worth $19M. The position accounts for 0.44% of the portfolio, ranked #47.
Mount Yale Investment Advisors first reported a position in ABBV in Q1 2018 and has held it in 33 quarters since. 4,081 funds tracked by Wall St. Rank hold ABBV as of Q1 2026.
- Mount Yale Investment Advisors held 87,277 shares of AbbVie worth $19M as of Q1 2026.
- Mount Yale Investment Advisors bought 53,414 AbbVie shares in Q1 2026, an estimated $11.8M.
- AbbVie made up 0.44% of Mount Yale Investment Advisors's portfolio in Q1 2026, its #47 holding.
- Mount Yale Investment Advisors first reported a position in AbbVie in Q1 2018 and has held it in 33 quarters since.
- 4,081 funds tracked by Wall St. Rank held AbbVie as of Q1 2026.
Based on Mount Yale Investment Advisors's 13F filing for Q1 2026, filed 27 Apr 2026.