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Pacific Excel Wealth Advisors’s AbbVie ABBV Stock Holding History

Pacific Excel Wealth Advisors’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 		$1.43M Buy
5,697
+3,424
+151% +$737K 0.55% 43
2026
Q1 		$494K Buy
2,273
+17
+0.8% +$3.77K 0.52% 69
2025
Q4 		$516K Buy
+2,256
New +$514K 0.97% 40

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

Pacific Excel Wealth Advisors's ABBV Position: Q2 2026 in Review

Pacific Excel Wealth Advisors increased its AbbVie (ABBV) stake by 151% in Q2 2026, buying an estimated $737K and bringing the position to 5,697 shares worth $1.43M. The position accounts for 0.55% of the portfolio, ranked #43.

Pacific Excel Wealth Advisors first reported a position in ABBV in Q4 2025 and has held it in 3 quarters since. 4,206 funds tracked by Wall St. Rank hold ABBV as of Q2 2026.

  • Pacific Excel Wealth Advisors held 5,697 shares of AbbVie worth $1.43M as of Q2 2026.
  • Pacific Excel Wealth Advisors bought 3,424 AbbVie shares in Q2 2026, an estimated $737K.
  • AbbVie made up 0.55% of Pacific Excel Wealth Advisors's portfolio in Q2 2026, its #43 holding.
  • Pacific Excel Wealth Advisors first reported a position in AbbVie in Q4 2025 and has held it in 3 quarters since.
  • 4,206 funds tracked by Wall St. Rank held AbbVie as of Q2 2026.

Based on Pacific Excel Wealth Advisors's 13F filing for Q2 2026, filed 6 Jul 2026.