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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
Q2 		$685K Buy
2,721
+193
+8% +$41.5K 0.05% 126
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 $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

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

Phillips Financial Management increased its AbbVie (ABBV) stake by 7.6% in Q2 2026, buying an estimated $41.5K and bringing the position to 2,721 shares worth $685K. The position accounts for 0.05% of the portfolio, ranked #126.

Phillips Financial Management first reported a position in ABBV in Q1 2022 and has held it in 17 quarters since. The position peaked at $767K in Q3 2025. 4,215 funds tracked by Wall St. Rank hold ABBV as of Q2 2026.

  • Phillips Financial Management held 2,721 shares of AbbVie worth $685K as of Q2 2026.
  • Phillips Financial Management bought 193 AbbVie shares in Q2 2026, an estimated $41.5K.
  • AbbVie made up 0.05% of Phillips Financial Management's portfolio in Q2 2026, its #126 holding.
  • Phillips Financial Management first reported a position in AbbVie in Q1 2022 and has held it in 17 quarters since.
  • Phillips Financial Management's AbbVie position peaked at $767K in Q3 2025.
  • 4,215 funds tracked by Wall St. Rank held AbbVie as of Q2 2026.

Based on Phillips Financial Management's 13F filing for Q2 2026, filed 3 Aug 2026.