Plan A Wealth’s AbbVie ABBV Stock Holding History

Plan A Wealth’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	–	Sell	-963	Closed	-$220K	–	179
2025 Q4	$220K	Buy	963 +17	+2%	+$3.87K	0.11%	148
2025 Q3	$219K	Buy	+946	New	+$193K	0.11%	144
2025 Q2	–	Sell	-1,092	Closed	-$229K	–	158
2025 Q1	$229K	Buy	+1,092	New	+$212K	0.18%	97

Other funds holding ABBV

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Plan A Wealth's ABBV Position: Q1 2026 in Review

Plan A Wealth sold out of AbbVie (ABBV) in Q1 2026, closing a stake of 963 shares — an estimated $220K sold.

Plan A Wealth first reported a position in ABBV in Q1 2025 and held it in 3 quarters. The position peaked at $229K in Q1 2025. 4,097 funds tracked by Wall St. Rank hold ABBV as of Q1 2026.

Plan A Wealth reported no remaining AbbVie position as of Q1 2026 after selling out during the quarter.
Plan A Wealth sold 963 AbbVie shares in Q1 2026, an estimated $220K.
Plan A Wealth first reported a position in AbbVie in Q1 2025 and held it in 3 quarters.
Plan A Wealth's AbbVie position peaked at $229K in Q1 2025.
4,097 funds tracked by Wall St. Rank held AbbVie as of Q1 2026.

Based on Plan A Wealth's 13F filing for Q1 2026, filed 15 May 2026.