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Next Level Wealth Planning’s AbbVie ABBV Stock Holding History

Next Level Wealth Planning’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 		$1.01M Hold
4,651
– – 0.52% 17
2025
Q4 		$1.06M Buy
+4,651
New +$1.06M 0.57% 16

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

Next Level Wealth Planning's ABBV Position: Q1 2026 in Review

Next Level Wealth Planning held its AbbVie (ABBV) position steady in Q1 2026 at 4,651 shares worth $1.01M. The position accounts for 0.52% of the portfolio, ranked #17.

Next Level Wealth Planning first reported a position in ABBV in Q4 2025 and has held it in 2 quarters since. The position peaked at $1.06M in Q4 2025. 4,077 funds tracked by Wall St. Rank hold ABBV as of Q1 2026.

  • Next Level Wealth Planning held 4,651 shares of AbbVie worth $1.01M as of Q1 2026.
  • Next Level Wealth Planning left its AbbVie share count unchanged in Q1 2026.
  • AbbVie made up 0.52% of Next Level Wealth Planning's portfolio in Q1 2026, its #17 holding.
  • Next Level Wealth Planning first reported a position in AbbVie in Q4 2025 and has held it in 2 quarters since.
  • Next Level Wealth Planning's AbbVie position peaked at $1.06M in Q4 2025.
  • 4,077 funds tracked by Wall St. Rank held AbbVie as of Q1 2026.

Based on Next Level Wealth Planning's 13F filing for Q1 2026, filed 21 Apr 2026.