Oldfather Financial Services’s AbbVie ABBV Stock Holding History

Oldfather 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
2025 Q4	$424K	Buy	1,856 +328	+21%	+$74.7K	0.13%	67
2025 Q3	$354K	Buy	1,528 +3	+0.2%	+$611	0.11%	69
2025 Q2	$283K	Sell	1,525 -14	-0.9%	-$2.6K	0.1%	66
2025 Q1	$322K	Sell	1,539 -299	-16%	-$58.1K	0.12%	59
2024 Q4	$327K	Buy	1,838 +4	+0.2%	+$735	0.12%	60
2024 Q3	$362K	Buy	1,834 +34	+2%	+$6.35K	0.14%	56
2024 Q2	$309K	Hold	1,800	–	–	0.13%	56
2024 Q1	$328K	Buy	+1,800	New	+$310K	0.13%	54
2022 Q4	–	Sell	-1,595	Closed	-$214K	–	61
2022 Q3	$214K	Sell	1,595 -40	-2%	-$5.74K	0.13%	56
2022 Q2	$247K	Buy	1,635 +4	+0.2%	+$611	0.14%	54
2022 Q1	$255K	Sell	1,631 -82	-5%	-$11.9K	0.14%	55
2021 Q4	$250K	Buy	+1,713	New	+$202K	0.13%	56

Other funds holding ABBV

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

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

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

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

Norges Bank Oslo, Norway $935B AUM

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

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Oldfather Financial Services's ABBV Position: Q4 2025 in Review

Oldfather Financial Services increased its AbbVie (ABBV) stake by 21% in Q4 2025, buying an estimated $74.7K and bringing the position to 1,856 shares worth $424K. The position accounts for 0.13% of the portfolio, ranked #67.

Oldfather Financial Services first reported a position in ABBV in Q4 2021 and has held it in 12 quarters since. 4,146 funds tracked by Wall St. Rank hold ABBV as of Q4 2025.

Oldfather Financial Services held 1,856 shares of AbbVie worth $424K as of Q4 2025.
Oldfather Financial Services bought 328 AbbVie shares in Q4 2025, an estimated $74.7K.
AbbVie made up 0.13% of Oldfather Financial Services's portfolio in Q4 2025, its #67 holding.
Oldfather Financial Services first reported a position in AbbVie in Q4 2021 and has held it in 12 quarters since.
4,146 funds tracked by Wall St. Rank held AbbVie as of Q4 2025.

Based on Oldfather Financial Services's 13F filing for Q4 2025, filed 16 Jan 2026.