Phillips Wealth Planners’s AbbVie ABBV Stock Holding History

Phillips Wealth Planners’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	$1.36M	Buy	6,722 +364	+6%	+$80.7K	1.03%	19
2025 Q4	$1.37M	Sell	6,358 -733	-10%	-$167K	1.1%	18
2025 Q3	$1.63M	Sell	7,091 -52	-0.7%	-$10.6K	1.36%	6
2025 Q2	$1.36M	Sell	7,143 -400	-5%	-$74.3K	1.23%	13
2025 Q1	$1.32M	Buy	7,543 +479	+7%	+$93.1K	1.4%	10
2024 Q4	$1.24M	Buy	7,064 +188	+3%	+$34.6K	1.24%	16
2024 Q3	$1.31M	Sell	6,876 -399	-5%	-$74.5K	1.25%	16
2024 Q2	$1.22M	Sell	7,275 -328	-4%	-$54.3K	1.29%	16
2024 Q1	$1.24M	Sell	7,603 -707	-9%	-$122K	1.42%	10
2023 Q4	$1.36M	Sell	8,310 -148	-2%	-$21.6K	1.63%	8
2023 Q3	$1.23M	Sell	8,458 -711	-8%	-$104K	1.67%	9
2023 Q2	$1.24M	Buy	9,169 +305	+3%	+$44.7K	1.62%	8
2023 Q1	$1.36M	Buy	+8,864	New	+$1.36M	1.8%	6

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

Phillips Wealth Planners's ABBV Position: Q1 2026 in Review

Phillips Wealth Planners increased its AbbVie (ABBV) stake by 5.7% in Q1 2026, buying an estimated $80.7K and bringing the position to 6,722 shares worth $1.36M. The position accounts for 1.03% of the portfolio, ranked #19.

Phillips Wealth Planners first reported a position in ABBV in Q1 2023 and has held it in 13 quarters since. The position peaked at $1.63M in Q3 2025. 4,075 funds tracked by Wall St. Rank hold ABBV as of Q1 2026.

Phillips Wealth Planners held 6,722 shares of AbbVie worth $1.36M as of Q1 2026.
Phillips Wealth Planners bought 364 AbbVie shares in Q1 2026, an estimated $80.7K.
AbbVie made up 1.03% of Phillips Wealth Planners's portfolio in Q1 2026, its #19 holding.
Phillips Wealth Planners first reported a position in AbbVie in Q1 2023 and has held it in 13 quarters since.
Phillips Wealth Planners's AbbVie position peaked at $1.63M in Q3 2025.
4,075 funds tracked by Wall St. Rank held AbbVie as of Q1 2026.

Based on Phillips Wealth Planners's 13F filing for Q1 2026, filed 14 May 2026.