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Mount Yale Investment Advisors’s AbbVie ABBV Stock Holding History

Mount Yale Investment Advisors’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
2019
Q2 		– Sell
-19,400
Closed -$19K – 316
2019
Q1 		$19K Buy
+19,400
New +$1.59M ﹤0.01% 300

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

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.