Retirement Planning Group (New York)’s AbbVie ABBV Stock Holding History

Retirement Planning Group (New York)’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	$887K	Buy	4,078 +1	+0%	+$222	0.57%	34
2025 Q4	$932K	Sell	4,077 -5	-0.1%	-$1.14K	0.64%	33
2025 Q3	$945K	Buy	4,082 +6	+0.1%	+$1.22K	0.71%	32
2025 Q2	$757K	Hold	4,076	–	–	0.66%	31
2025 Q1	$854K	Buy	4,076 +30	+0.7%	+$5.83K	0.87%	29
2024 Q4	$719K	Buy	+4,046	New	+$744K	0.79%	27

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

Retirement Planning Group (New York)'s ABBV Position: Q1 2026 in Review

Retirement Planning Group (New York) increased its AbbVie (ABBV) stake by 0.02% in Q1 2026, buying an estimated $222 and bringing the position to 4,078 shares worth $887K. The position accounts for 0.57% of the portfolio, ranked #34.

Retirement Planning Group (New York) first reported a position in ABBV in Q4 2024 and has held it in 6 quarters since. The position peaked at $945K in Q3 2025. 4,077 funds tracked by Wall St. Rank hold ABBV as of Q1 2026.

Retirement Planning Group (New York) held 4,078 shares of AbbVie worth $887K as of Q1 2026.
Retirement Planning Group (New York) bought 1 AbbVie share in Q1 2026, an estimated $222.
AbbVie made up 0.57% of Retirement Planning Group (New York)'s portfolio in Q1 2026, its #34 holding.
Retirement Planning Group (New York) first reported a position in AbbVie in Q4 2024 and has held it in 6 quarters since.
Retirement Planning Group (New York)'s AbbVie position peaked at $945K in Q3 2025.
4,077 funds tracked by Wall St. Rank held AbbVie as of Q1 2026.

Based on Retirement Planning Group (New York)'s 13F filing for Q1 2026, filed 21 Apr 2026.