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Peak Financial Management’s AbbVie ABBV Stock Holding History

Peak Financial 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 		$247K Buy
981
+50
+5% +$10.8K 0.06% 97
2026
Q1 		$202K Sell
931
-33
-3% -$7.32K 0.05% 98
2025
Q4 		$220K Sell
964
-100
-9% -$22.8K 0.06% 94
2025
Q3 		$247K Buy
+1,064
New +$217K 0.07% 83
2025
Q2 		– Sell
-1,004
Closed -$211K – 96
2025
Q1 		$211K Sell
1,004
-250
-20% -$48.6K 0.06% 91
2024
Q4 		$223K Buy
1,254
+90
+8% +$16.5K 0.07% 90
2024
Q3 		$230K Sell
1,164
-84
-7% -$15.7K 0.07% 90
2024
Q2 		$214K Sell
1,248
-26
-2% -$4.31K 0.07% 89
2024
Q1 		$232K Buy
+1,274
New +$220K 0.07% 86

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

Peak Financial Management's ABBV Position: Q2 2026 in Review

Peak Financial Management increased its AbbVie (ABBV) stake by 5.4% in Q2 2026, buying an estimated $10.8K and bringing the position to 981 shares worth $247K. The position accounts for 0.06% of the portfolio, ranked #97.

Peak Financial Management first reported a position in ABBV in Q1 2024 and has held it in 9 quarters since. 4,192 funds tracked by Wall St. Rank hold ABBV as of Q2 2026.

  • Peak Financial Management held 981 shares of AbbVie worth $247K as of Q2 2026.
  • Peak Financial Management bought 50 AbbVie shares in Q2 2026, an estimated $10.8K.
  • AbbVie made up 0.06% of Peak Financial Management's portfolio in Q2 2026, its #97 holding.
  • Peak Financial Management first reported a position in AbbVie in Q1 2024 and has held it in 9 quarters since.
  • 4,192 funds tracked by Wall St. Rank held AbbVie as of Q2 2026.

Based on Peak Financial Management's 13F filing for Q2 2026, filed 20 Jul 2026.