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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
Q2 		$1.93M Buy
7,574
+852
+13% +$183K 1.42% 8
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
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 Wealth Planners's ABBV Position: Q2 2026 in Review

Phillips Wealth Planners increased its AbbVie (ABBV) stake by 13% in Q2 2026, buying an estimated $183K and bringing the position to 7,574 shares worth $1.93M. The position accounts for 1.42% of the portfolio, ranked #8.

Phillips Wealth Planners first reported a position in ABBV in Q1 2023 and has held it in 14 quarters since. 4,215 funds tracked by Wall St. Rank hold ABBV as of Q2 2026.

  • Phillips Wealth Planners held 7,574 shares of AbbVie worth $1.93M as of Q2 2026.
  • Phillips Wealth Planners bought 852 AbbVie shares in Q2 2026, an estimated $183K.
  • AbbVie made up 1.42% of Phillips Wealth Planners's portfolio in Q2 2026, its #8 holding.
  • Phillips Wealth Planners first reported a position in AbbVie in Q1 2023 and has held it in 14 quarters since.
  • 4,215 funds tracked by Wall St. Rank held AbbVie as of Q2 2026.

Based on Phillips Wealth Planners's 13F filing for Q2 2026, filed 7 Aug 2026.