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Oakwell Private Wealth Management’s AbbVie ABBV Stock Holding History

Oakwell Private 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
Q2 		– Sell
-1,006
Closed -$219K – 84
2026
Q1 		$219K Buy
1,006
+10
+1% +$2.22K 0.04% 73
2025
Q4 		$228K Buy
996
+11
+1% +$2.51K 0.04% 73
2025
Q3 		$228K Buy
+985
New +$201K 0.05% 72
2025
Q2 		– Sell
-1,009
Closed -$211K – 74
2025
Q1 		$211K Buy
+1,009
New +$196K 0.06% 65

Other funds holding ABBV

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Oakwell Private Wealth Management's ABBV Position: Q2 2026 in Review

Oakwell Private Wealth Management sold out of AbbVie (ABBV) in Q2 2026, closing a stake of 1,006 shares — an estimated $219K sold.

Oakwell Private Wealth Management first reported a position in ABBV in Q1 2025 and held it in 4 quarters. The position peaked at $228K in Q3 2025. 4,188 funds tracked by Wall St. Rank hold ABBV as of Q2 2026.

  • Oakwell Private Wealth Management reported no remaining AbbVie position as of Q2 2026 after selling out during the quarter.
  • Oakwell Private Wealth Management sold 1,006 AbbVie shares in Q2 2026, an estimated $219K.
  • Oakwell Private Wealth Management first reported a position in AbbVie in Q1 2025 and held it in 4 quarters.
  • Oakwell Private Wealth Management's AbbVie position peaked at $228K in Q3 2025.
  • 4,188 funds tracked by Wall St. Rank held AbbVie as of Q2 2026.

Based on Oakwell Private Wealth Management's 13F filing for Q2 2026, filed 3 Aug 2026.