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Sage Mountain Advisors’s AbbVie ABBV Stock Holding History

Sage Mountain 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
Q1 		– Sell
-16,457
Closed -$3.76M – 283
2025
Q4 		$3.76M Sell
16,457
-1,092
-6% -$249K 0.2% 60
2025
Q3 		$4.06M Buy
17,549
+2,934
+20% +$597K 0.23% 58
2025
Q2 		$2.71M Buy
14,615
+563
+4% +$105K 0.18% 68
2025
Q1 		$2.94M Buy
14,052
+214
+2% +$41.6K 0.22% 59
2024
Q4 		$2.46M Buy
13,838
+2,074
+18% +$381K 0.18% 65
2024
Q3 		$2.32M Buy
11,764
+1,177
+11% +$220K 0.2% 60
2024
Q2 		$1.82M Buy
10,587
+1,101
+12% +$182K 0.17% 64
2024
Q1 		$1.73M Buy
9,486
+653
+7% +$113K 0.18% 64
2023
Q4 		$1.37M Buy
8,833
+734
+9% +$107K 0.16% 67
2023
Q3 		$1.21M Sell
8,099
-108
-1% -$15.9K 0.17% 65
2023
Q2 		$1.11M Buy
8,207
+225
+3% +$33K 0.16% 67
2023
Q1 		$1.27M Buy
7,982
+2,519
+46% +$385K 0.21% 57
2022
Q4 		$883K Buy
5,463
+230
+4% +$35.3K 0.2% 44
2022
Q3 		$702K Sell
5,233
-287
-5% -$41.2K 0.19% 45
2022
Q2 		$845K Sell
5,520
-312
-5% -$47.7K 0.15% 117
2022
Q1 		$945K Buy
5,832
+97
+2% +$14.1K 0.15% 120
2021
Q4 		$776K Sell
5,735
-13
-0.2% -$1.54K 0.09% 204
2021
Q3 		$620K Buy
5,748
+985
+21% +$113K 0.09% 218
2021
Q2 		$536K Buy
4,763
+2,051
+76% +$231K 0.09% 218
2021
Q1 		$294K Buy
+2,712
New +$290K 0.06% 236

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

Sage Mountain Advisors's ABBV Position: Q1 2026 in Review

Sage Mountain Advisors sold out of AbbVie (ABBV) in Q1 2026, closing a stake of 16,457 shares — an estimated $3.76M sold.

Sage Mountain Advisors first reported a position in ABBV in Q1 2021 and held it in 20 quarters. The position peaked at $4.06M in Q3 2025. 4,077 funds tracked by Wall St. Rank hold ABBV as of Q1 2026.

  • Sage Mountain Advisors reported no remaining AbbVie position as of Q1 2026 after selling out during the quarter.
  • Sage Mountain Advisors sold 16,457 AbbVie shares in Q1 2026, an estimated $3.76M.
  • Sage Mountain Advisors first reported a position in AbbVie in Q1 2021 and held it in 20 quarters.
  • Sage Mountain Advisors's AbbVie position peaked at $4.06M in Q3 2025.
  • 4,077 funds tracked by Wall St. Rank held AbbVie as of Q1 2026.

Based on Sage Mountain Advisors's 13F filing for Q1 2026, filed 11 May 2026.