Optimist Retirement Group’s AbbVie ABBV Stock Holding History

Optimist Retirement Group’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	$2.81M	Sell	12,919 -114	-0.9%	-$25.3K	1.24%	15
2025 Q4	$2.98M	Sell	13,033 -185	-1%	-$42.1K	1.36%	13
2025 Q3	$3.06M	Sell	13,218 -92	-0.7%	-$18.7K	1.38%	11
2025 Q2	$2.47M	Sell	13,310 -138	-1%	-$25.6K	1.18%	20
2025 Q1	$2.82M	Buy	13,448 +136	+1%	+$26.4K	1.41%	11
2024 Q4	$2.37M	Sell	13,312 -250	-2%	-$46K	1.12%	20
2024 Q3	$2.68M	Buy	13,562 +13	+0.1%	+$2.43K	1.21%	18
2024 Q2	$2.32M	Sell	13,549 -261	-2%	-$43.2K	1.22%	18
2024 Q1	$2.51M	Buy	13,810 +888	+7%	+$153K	1.29%	13
2023 Q4	$2M	Buy	+12,922	New	+$1.88M	1.3%	17

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

Optimist Retirement Group's ABBV Position: Q1 2026 in Review

Optimist Retirement Group reduced its AbbVie (ABBV) stake by 0.87% in Q1 2026, selling an estimated $25.3K and leaving 12,919 shares worth $2.81M. The position accounts for 1.24% of the portfolio, ranked #15.

Optimist Retirement Group first reported a position in ABBV in Q4 2023 and has held it in 10 quarters since. The position peaked at $3.06M in Q3 2025. 4,082 funds tracked by Wall St. Rank hold ABBV as of Q1 2026.

Optimist Retirement Group held 12,919 shares of AbbVie worth $2.81M as of Q1 2026.
Optimist Retirement Group sold 114 AbbVie shares in Q1 2026, an estimated $25.3K.
AbbVie made up 1.24% of Optimist Retirement Group's portfolio in Q1 2026, its #15 holding.
Optimist Retirement Group first reported a position in AbbVie in Q4 2023 and has held it in 10 quarters since.
Optimist Retirement Group's AbbVie position peaked at $3.06M in Q3 2025.
4,082 funds tracked by Wall St. Rank held AbbVie as of Q1 2026.

Based on Optimist Retirement Group's 13F filing for Q1 2026, filed 11 May 2026.