MPS Loria Financial Planners’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
$3.48M Buy
15,980
+109
+0.7% +$24.2K 0.92% 9
2025
Q4
$3.63M Sell
15,871
-35
-0.2% -$7.97K 0.93% 10
2025
Q3
$3.68M Sell
15,906
-119
-0.7% -$24.2K 0.98% 10
2025
Q2
$2.97M Sell
16,025
-414
-3% -$76.9K 0.88% 11
2025
Q1
$3.44M Buy
16,439
+114
+0.7% +$22.2K 1.02% 11
2024
Q4
$2.9M Buy
16,325
+125
+0.8% +$23K 0.86% 11
2024
Q3
$3.2M Sell
16,200
-1,094
-6% -$204K 0.95% 11
2024
Q2
$2.97M Buy
17,294
+119
+0.7% +$19.7K 0.96% 11
2024
Q1
$3.13M Sell
17,175
-1,497
-8% -$258K 1.05% 10
2023
Q4
$2.89M Buy
18,672
+132
+0.7% +$19.2K 1.02% 8
2023
Q3
$2.76M Buy
18,540
+119
+0.6% +$17.5K 1.08% 8
2023
Q2
$2.48M Buy
18,421
+122
+0.7% +$17.9K 0.93% 9
2023
Q1
$2.92M Buy
18,299
+261
+1% +$39.9K 1.18% 8
2022
Q4
$2.92M Buy
18,038
+122
+0.7% +$18.7K 1.3% 8
2022
Q3
$2.4M Sell
17,916
-616
-3% -$88.4K 0.93% 11
2022
Q2
$2.84M Sell
18,532
-2,183
-11% -$334K 1.28% 7
2022
Q1
$3.36M Buy
20,715
+6
+0% +$872 1.41% 6
2021
Q4
$2.8M Sell
20,709
-2,285
-10% -$270K 1.14% 8
2021
Q3
$2.48M Buy
22,994
+179
+0.8% +$20.5K 1.14% 9
2021
Q2
$2.57M Sell
22,815
-3
-0% -$338 1.18% 8
2021
Q1
$2.47M Buy
22,818
+151
+0.7% +$16.2K 1.15% 9
2020
Q4
$2.39M Buy
22,667
+522
+2% +$50.2K 1.07% 9
2020
Q3
$1.94M Sell
22,145
-810
-4% -$76.3K 1% 11
2020
Q2
$2.25M Sell
22,955
-426
-2% -$37.5K 1.21% 8
2020
Q1
$1.78M Buy
23,381
+398
+2% +$33.9K 1.37% 8
2019
Q4
$2.03M Buy
22,983
+25
+0.1% +$2.08K 1.2% 10
2019
Q3
$1.74M Buy
22,958
+269
+1% +$18.4K 1.13% 11
2019
Q2
$1.65M Buy
22,689
+59
+0.3% +$4.64K 1.05% 12
2019
Q1
$1.82M Buy
22,630
+215
+1% +$17.6K 1.21% 9
2018
Q4
$2.07M Buy
22,415
+44
+0.2% +$3.87K 1.48% 9
2018
Q3
$2.12M Buy
22,371
+394
+2% +$37.4K 1.32% 9
2018
Q2
$2.04M Buy
21,977
+322
+1% +$31.4K 2.05% 9
2018
Q1
$2.05M Sell
21,655
-865
-4% -$95K 1.44% 9
2017
Q4
$2.18M Sell
22,520
-114
-0.5% -$10.7K 1.49% 11
2017
Q3
$2.01M Buy
22,634
+160
+0.7% +$12.2K 1.44% 12
2017
Q2
$1.58M Buy
+22,474
New +$1.51M 1.06% 13

Other funds holding ABBV

MPS Loria Financial Planners's ABBV Position: Q1 2026 in Review

MPS Loria Financial Planners increased its AbbVie (ABBV) stake by 0.69% in Q1 2026, buying an estimated $24.2K and bringing the position to 15,980 shares worth $3.48M. The position accounts for 0.92% of the portfolio, ranked #9.

MPS Loria Financial Planners first reported a position in ABBV in Q2 2017 and has held it in 36 quarters since. The position peaked at $3.68M in Q3 2025. 4,078 funds tracked by Wall St. Rank hold ABBV as of Q1 2026.

  • MPS Loria Financial Planners held 15,980 shares of AbbVie worth $3.48M as of Q1 2026.
  • MPS Loria Financial Planners bought 109 AbbVie shares in Q1 2026, an estimated $24.2K.
  • AbbVie made up 0.92% of MPS Loria Financial Planners's portfolio in Q1 2026, its #9 holding.
  • MPS Loria Financial Planners first reported a position in AbbVie in Q2 2017 and has held it in 36 quarters since.
  • MPS Loria Financial Planners's AbbVie position peaked at $3.68M in Q3 2025.
  • 4,078 funds tracked by Wall St. Rank held AbbVie as of Q1 2026.

Based on MPS Loria Financial Planners's 13F filing for Q1 2026, filed 8 May 2026.