Mowery & Schoenfeld Wealth Management’s AbbVie ABBV Stock Holding History

Mowery & Schoenfeld Wealth 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 Q1	$604K	Sell	2,778 -250	-8%	-$55.5K	0.92%	21
2025 Q4	$692K	Buy	3,028 +1,985	+190%	+$452K	1%	18
2025 Q3	$241K	Buy	1,043 +537	+106%	+$109K	0.41%	40
2025 Q2	$94K	Sell	506 -999	-66%	-$186K	0.14%	82
2025 Q1	$315K	Buy	1,505 +1,003	+200%	+$195K	0.62%	34
2024 Q4	$89.2K	Sell	502 -2,022	-80%	-$372K	0.17%	79
2024 Q3	$498K	Buy	2,524 +20	+0.8%	+$3.73K	0.79%	21
2024 Q2	$429K	Buy	2,504 +24	+1%	+$3.98K	0.62%	23
2024 Q1	$452K	Buy	+2,480	New	+$427K	0.87%	19

Other funds holding ABBV

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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 Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Mowery & Schoenfeld Wealth Management's ABBV Position: Q1 2026 in Review

Mowery & Schoenfeld Wealth Management reduced its AbbVie (ABBV) stake by 8.3% in Q1 2026, selling an estimated $55.5K and leaving 2,778 shares worth $604K. The position accounts for 0.92% of the portfolio, ranked #21.

Mowery & Schoenfeld Wealth Management first reported a position in ABBV in Q1 2024 and has held it in 9 quarters since. The position peaked at $692K in Q4 2025. 4,080 funds tracked by Wall St. Rank hold ABBV as of Q1 2026.

Mowery & Schoenfeld Wealth Management held 2,778 shares of AbbVie worth $604K as of Q1 2026.
Mowery & Schoenfeld Wealth Management sold 250 AbbVie shares in Q1 2026, an estimated $55.5K.
AbbVie made up 0.92% of Mowery & Schoenfeld Wealth Management's portfolio in Q1 2026, its #21 holding.
Mowery & Schoenfeld Wealth Management first reported a position in AbbVie in Q1 2024 and has held it in 9 quarters since.
Mowery & Schoenfeld Wealth Management's AbbVie position peaked at $692K in Q4 2025.
4,080 funds tracked by Wall St. Rank held AbbVie as of Q1 2026.

Based on Mowery & Schoenfeld Wealth Management's 13F filing for Q1 2026, filed 1 May 2026.