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Plan Group Financial’s AbbVie ABBV Stock Holding History

Plan Group Financial’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 		$330K Buy
1,516
+201
+15% +$44.6K 0.08% 160
2025
Q4 		$300K Sell
1,315
-248
-16% -$56.5K 0.08% 153
2025
Q3 		$362K Buy
1,563
+91
+6% +$18.5K 0.1% 131
2025
Q2 		$273K Buy
1,472
+165
+13% +$30.7K 0.09% 135
2025
Q1 		$274K Buy
+1,307
New +$254K 0.1% 122
2023
Q3 		– Sell
-4,914
Closed -$674K – 72
2023
Q2 		$674K Buy
+4,914
New +$721K 0.56% 31

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

Plan Group Financial's ABBV Position: Q1 2026 in Review

Plan Group Financial increased its AbbVie (ABBV) stake by 15% in Q1 2026, buying an estimated $44.6K and bringing the position to 1,516 shares worth $330K. The position accounts for 0.08% of the portfolio, ranked #160.

Plan Group Financial first reported a position in ABBV in Q2 2023 and has held it in 6 quarters since. The position peaked at $674K in Q2 2023. 4,077 funds tracked by Wall St. Rank hold ABBV as of Q1 2026.

  • Plan Group Financial held 1,516 shares of AbbVie worth $330K as of Q1 2026.
  • Plan Group Financial bought 201 AbbVie shares in Q1 2026, an estimated $44.6K.
  • AbbVie made up 0.08% of Plan Group Financial's portfolio in Q1 2026, its #160 holding.
  • Plan Group Financial first reported a position in AbbVie in Q2 2023 and has held it in 6 quarters since.
  • Plan Group Financial's AbbVie position peaked at $674K in Q2 2023.
  • 4,077 funds tracked by Wall St. Rank held AbbVie as of Q1 2026.

Based on Plan Group Financial's 13F filing for Q1 2026, filed 13 Apr 2026.