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Phillips Financial Management’s AbbVie ABBV Stock Holding History

Phillips 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
Q1 		$550K Sell
2,528
-446
-15% -$98.9K 0.04% 140
2025
Q4 		$680K Sell
2,974
-338
-10% -$77K 0.04% 129
2025
Q3 		$767K Buy
3,312
+488
+17% +$99.4K 0.05% 127
2025
Q2 		$524K Sell
2,824
-128
-4% -$23.8K 0.04% 139
2025
Q1 		$619K Buy
2,952
+117
+4% +$22.7K 0.05% 123
2024
Q4 		$504K Sell
2,835
-114
-4% -$21K 0.04% 131
2024
Q3 		$582K Sell
2,949
-576
-16% -$108K 0.05% 130
2024
Q2 		$605K Buy
3,525
+120
+4% +$19.9K 0.05% 126
2024
Q1 		$620K Buy
3,405
+157
+5% +$27.1K 0.05% 123
2023
Q4 		$503K Buy
3,248
+652
+25% +$95.1K 0.04% 129
2023
Q3 		$387K Buy
2,596
+96
+4% +$14.1K 0.04% 135
2023
Q2 		$337K Sell
2,500
-29
-1% -$4.25K 0.03% 142
2023
Q1 		$403K Sell
2,529
-68
-3% -$10.4K 0.04% 128
2022
Q4 		$420K Buy
2,597
+181
+7% +$27.8K 0.04% 118
2022
Q3 		$324K Buy
+2,416
New +$347K 0.04% 124
2022
Q2 		– Sell
-1,684
Closed -$274K – 106
2022
Q1 		$274K Buy
+1,684
New +$245K 0.03% 128

Other funds holding ABBV

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
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
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Phillips Financial Management's ABBV Position: Q1 2026 in Review

Phillips Financial Management reduced its AbbVie (ABBV) stake by 15% in Q1 2026, selling an estimated $98.9K and leaving 2,528 shares worth $550K. The position accounts for 0.04% of the portfolio, ranked #140.

Phillips Financial Management first reported a position in ABBV in Q1 2022 and has held it in 16 quarters since. The position peaked at $767K in Q3 2025. 4,076 funds tracked by Wall St. Rank hold ABBV as of Q1 2026.

  • Phillips Financial Management held 2,528 shares of AbbVie worth $550K as of Q1 2026.
  • Phillips Financial Management sold 446 AbbVie shares in Q1 2026, an estimated $98.9K.
  • AbbVie made up 0.04% of Phillips Financial Management's portfolio in Q1 2026, its #140 holding.
  • Phillips Financial Management first reported a position in AbbVie in Q1 2022 and has held it in 16 quarters since.
  • Phillips Financial Management's AbbVie position peaked at $767K in Q3 2025.
  • 4,076 funds tracked by Wall St. Rank held AbbVie as of Q1 2026.

Based on Phillips Financial Management's 13F filing for Q1 2026, filed 16 Apr 2026.