Mountain Capital Investment Advisors’s AbbVie ABBV Stock Holding History

Mountain Capital 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
2026 Q2	$306K	Sell	1,214 -68	-5%	-$14.6K	0.04%	65
2026 Q1	$253K	Buy	1,282 +165	+15%	+$36.6K	0.04%	67
2025 Q4	$245K	Sell	1,117 -778	-41%	-$177K	0.04%	73
2025 Q3	$463K	Buy	+1,895	New	+$386K	0.08%	40
2020 Q4	–	Sell	-4,366	Closed	-$386K	–	136
2020 Q3	$386K	Sell	4,366 -32,898	-88%	-$3.1M	0.25%	83
2020 Q2	$3.7M	Buy	37,264 +33,208	+819%	+$2.92M	1.7%	13
2020 Q1	$323K	Sell	4,056 -66	-2%	-$5.62K	0.17%	36
2019 Q4	$369K	Sell	4,122 -1,918	-32%	-$159K	0.16%	28
2019 Q3	$457K	Buy	6,040 +244	+4%	+$16.7K	0.4%	24
2019 Q2	$377K	Buy	5,796 +2,329	+67%	+$183K	0.35%	28
2019 Q1	$279K	Buy	+3,467	New	+$284K	0.3%	33
2017 Q4	–	Sell	-676	Closed	-$60K	–	37
2017 Q3	$60K	Hold	676	–	–	0.05%	101
2017 Q2	$49K	Buy	+676	New	+$45.4K	0.05%	131

Other funds holding ABBV

LMFP

Larry Mathis Financial Planning Phoenix, Arizona $124B AUM

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

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) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

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

Mountain Capital Investment Advisors's ABBV Position: Q2 2026 in Review

Mountain Capital Investment Advisors reduced its AbbVie (ABBV) stake by 5.3% in Q2 2026, selling an estimated $14.6K and leaving 1,214 shares worth $306K. The position accounts for 0.04% of the portfolio, ranked #65.

Mountain Capital Investment Advisors first reported a position in ABBV in Q2 2017 and has held it in 13 quarters since. The position peaked at $3.7M in Q2 2020. 1,476 funds tracked by Wall St. Rank hold ABBV as of Q2 2026.

Mountain Capital Investment Advisors held 1,214 shares of AbbVie worth $306K as of Q2 2026.
Mountain Capital Investment Advisors sold 68 AbbVie shares in Q2 2026, an estimated $14.6K.
AbbVie made up 0.04% of Mountain Capital Investment Advisors's portfolio in Q2 2026, its #65 holding.
Mountain Capital Investment Advisors first reported a position in AbbVie in Q2 2017 and has held it in 13 quarters since.
Mountain Capital Investment Advisors's AbbVie position peaked at $3.7M in Q2 2020.
1,476 funds tracked by Wall St. Rank held AbbVie as of Q2 2026.

Based on Mountain Capital Investment Advisors's 13F filing for Q2 2026, filed 14 Jul 2026.