Roberts Wealth Advisors’s AbbVie ABBV Stock Holding History

Roberts Wealth 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
2026 Q2	$326K	Hold	1,294	–	–	0.07%	99
2026 Q1	$281K	Buy	1,294 +7	+0.5%	+$1.55K	0.07%	102
2025 Q4	$294K	Buy	+1,287	New	+$293K	0.08%	91
2025 Q3	–	Sell	-1,302	Closed	-$242K	–	99
2025 Q2	$242K	Hold	1,302	–	–	0.07%	92
2025 Q1	$273K	Sell	1,302 -150	-10%	-$29.2K	0.08%	93
2024 Q4	$249K	Buy	1,452 +241	+20%	+$44.3K	0.08%	93
2024 Q3	$234K	Buy	+1,211	New	+$226K	0.08%	90

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

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

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

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

Norges Bank Oslo, Norway $1T AUM

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

Roberts Wealth Advisors's ABBV Position: Q2 2026 in Review

Roberts Wealth Advisors held its AbbVie (ABBV) position steady in Q2 2026 at 1,294 shares worth $326K. The position accounts for 0.07% of the portfolio, ranked #99.

Roberts Wealth Advisors first reported a position in ABBV in Q3 2024 and has held it in 7 quarters since. 4,192 funds tracked by Wall St. Rank hold ABBV as of Q2 2026.

Roberts Wealth Advisors held 1,294 shares of AbbVie worth $326K as of Q2 2026.
Roberts Wealth Advisors left its AbbVie share count unchanged in Q2 2026.
AbbVie made up 0.07% of Roberts Wealth Advisors's portfolio in Q2 2026, its #99 holding.
Roberts Wealth Advisors first reported a position in AbbVie in Q3 2024 and has held it in 7 quarters since.
4,192 funds tracked by Wall St. Rank held AbbVie as of Q2 2026.

Based on Roberts Wealth Advisors's 13F filing for Q2 2026, filed 30 Jul 2026.