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Safir Wealth Advisors’s AbbVie ABBV Stock Holding History

Safir 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 		$225K Buy
+894
New +$192K 0.15% 15
2026
Q1 		– Sell
-894
Closed -$204K – 20
2025
Q4 		$204K Hold
894
– – 0.14% 16
2025
Q3 		$207K Buy
+894
New +$182K 0.15% 15
2021
Q1 		– Sell
-800
Closed -$86K – 15
2020
Q4 		$86K Buy
+800
New +$76.9K 0.08% 21

Other funds holding ABBV

LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
HCM
Hamlin Capital Management New York $4.45B AUM 22.95% 1-Year Est. Return
AAMU
AEGON Asset Management (UK) Edinburgh, United Kingdom $9.38B AUM 48.94% 1-Year Est. Return
HPC
HM Payson & Co Portland, Maine $7.54B AUM 31.34% 1-Year Est. Return
CRM
Cardano Risk Management Rotterdam, Netherlands $13B AUM 49.44% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

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

Safir Wealth Advisors opened a new position in AbbVie (ABBV) in Q2 2026: 894 shares worth $225K. The stake represents 0.15% of the portfolio and ranks #15 among its holdings. This is a return to the name: Safir Wealth Advisors previously reported a position in ABBV as recently as Q4 2025.

Safir Wealth Advisors first reported a position in ABBV in Q4 2020 and has held it in 4 quarters since. 926 funds tracked by Wall St. Rank hold ABBV as of Q2 2026.

  • Safir Wealth Advisors held 894 shares of AbbVie worth $225K as of Q2 2026.
  • AbbVie was a new Safir Wealth Advisors position in Q2 2026.
  • AbbVie made up 0.15% of Safir Wealth Advisors's portfolio in Q2 2026, its #15 holding.
  • Safir Wealth Advisors first reported a position in AbbVie in Q4 2020 and has held it in 4 quarters since.
  • 926 funds tracked by Wall St. Rank held AbbVie as of Q2 2026.

Based on Safir Wealth Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.