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Regal Investment Advisors’s AbbVie ABBV Stock Holding History

Regal Investment Advisors’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
2019
Q2 		– Sell
-700
Closed -$56K – 318
2019
Q1 		$56K Buy
+700
New +$57.3K 0.01% 316

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

Regal Investment Advisors's ABBV Position: Q1 2026 in Review

Regal Investment Advisors reduced its AbbVie (ABBV) stake by 0.64% in Q1 2026, selling an estimated $103K and leaving 71,921 shares worth $15.6M. The position accounts for 0.9% of the portfolio, ranked #18.

Regal Investment Advisors first reported a position in ABBV in Q2 2013 and has held it in 48 quarters since. The position peaked at $22.1M in Q3 2024. 4,081 funds tracked by Wall St. Rank hold ABBV as of Q1 2026.

  • Regal Investment Advisors held 71,921 shares of AbbVie worth $15.6M as of Q1 2026.
  • Regal Investment Advisors sold 466 AbbVie shares in Q1 2026, an estimated $103K.
  • AbbVie made up 0.9% of Regal Investment Advisors's portfolio in Q1 2026, its #18 holding.
  • Regal Investment Advisors first reported a position in AbbVie in Q2 2013 and has held it in 48 quarters since.
  • Regal Investment Advisors's AbbVie position peaked at $22.1M in Q3 2024.
  • 4,081 funds tracked by Wall St. Rank held AbbVie as of Q1 2026.

Based on Regal Investment Advisors's 13F filing for Q1 2026, filed 14 May 2026.