Novak & Powell Financial Services’s AbbVie ABBV Stock Holding History

Novak & Powell Financial Services’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	$257K	Hold	1,183	–	–	0.14%	138
2025 Q4	$270K	Hold	1,183	–	–	0.14%	126
2025 Q3	$274K	Sell	1,183 -158	-12%	-$32.2K	0.14%	130
2025 Q2	$249K	Sell	1,341 -49	-4%	-$9.11K	0.17%	122
2025 Q1	$291K	Buy	+1,390	New	+$270K	0.18%	113
2024 Q4	–	Sell	-1,390	Closed	-$274K	–	151
2024 Q3	$274K	Hold	1,390	–	–	0.16%	118
2024 Q2	$238K	Hold	1,390	–	–	0.15%	124
2024 Q1	$253K	Hold	1,390	–	–	0.19%	112
2023 Q4	$215K	Buy	+1,390	New	+$203K	0.14%	131

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

Novak & Powell Financial Services's ABBV Position: Q1 2026 in Review

Novak & Powell Financial Services held its AbbVie (ABBV) position steady in Q1 2026 at 1,183 shares worth $257K. The position accounts for 0.14% of the portfolio, ranked #138.

Novak & Powell Financial Services first reported a position in ABBV in Q4 2023 and has held it in 9 quarters since. The position peaked at $291K in Q1 2025. 4,079 funds tracked by Wall St. Rank hold ABBV as of Q1 2026.

Novak & Powell Financial Services held 1,183 shares of AbbVie worth $257K as of Q1 2026.
Novak & Powell Financial Services left its AbbVie share count unchanged in Q1 2026.
AbbVie made up 0.14% of Novak & Powell Financial Services's portfolio in Q1 2026, its #138 holding.
Novak & Powell Financial Services first reported a position in AbbVie in Q4 2023 and has held it in 9 quarters since.
Novak & Powell Financial Services's AbbVie position peaked at $291K in Q1 2025.
4,079 funds tracked by Wall St. Rank held AbbVie as of Q1 2026.

Based on Novak & Powell Financial Services's 13F filing for Q1 2026, filed 14 May 2026.