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Sax Wealth Advisors’s AbbVie ABBV Stock Holding History

Sax 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 		$2.52M Buy
11,579
+2,304
+25% +$496K 0.1% 131
2026
Q1 		$2.12M Sell
9,275
-533
-5% -$118K 0.1% 115
2025
Q4 		$2.24M Buy
9,808
+728
+8% +$166K 0.11% 115
2025
Q3 		$2.1M Buy
9,080
+1,526
+20% +$311K 0.11% 104
2025
Q2 		$1.4M Buy
7,554
+484
+7% +$90K 0.08% 132
2025
Q1 		$1.48M Buy
7,070
+476
+7% +$92.5K 0.11% 105
2024
Q4 		$1.17M Buy
6,594
+810
+14% +$149K 0.09% 106
2024
Q3 		$1.14M Buy
5,784
+314
+6% +$58.6K 0.1% 83
2024
Q2 		$938K Buy
5,470
+608
+13% +$101K 0.09% 93
2024
Q1 		$885K Buy
4,862
+193
+4% +$33.3K 0.1% 77
2023
Q4 		$724K Sell
4,669
-2,165
-32% -$316K 0.12% 90
2023
Q3 		$1.02M Buy
6,834
+2
+0% +$294 0.2% 67
2023
Q2 		$921K Sell
6,832
-61
-0.9% -$8.95K 0.18% 73
2023
Q1 		$1.1M Sell
6,893
-740
-10% -$113K 0.24% 61
2022
Q4 		$1.23M Buy
7,633
+70
+0.9% +$10.7K 0.28% 55
2022
Q3 		$1.01M Sell
7,563
-6
-0.1% -$861 0.26% 56
2022
Q2 		$1.16M Buy
7,569
+16
+0.2% +$2.44K 0.29% 54
2022
Q1 		$1.22M Buy
7,553
+1
+0% +$145 0.3% 50
2021
Q4 		$1.02M Buy
7,552
+2,250
+42% +$266K 0.21% 69
2021
Q3 		$572K Buy
5,302
+13
+0.2% +$1.49K 0.14% 99
2021
Q2 		$596K Buy
5,289
+202
+4% +$22.8K 0.2% 90
2021
Q1 		$551K Buy
5,087
+1,658
+48% +$177K 0.2% 87
2020
Q4 		$367K Buy
+3,429
New +$330K 0.17% 88

Other funds holding ABBV

LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
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

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

Sax Wealth Advisors increased its AbbVie (ABBV) stake by 25% in Q2 2026, buying an estimated $496K and bringing the position to 11,579 shares worth $2.52M. The position accounts for 0.1% of the portfolio, ranked #131.

Sax Wealth Advisors first reported a position in ABBV in Q4 2020 and has held it in 23 quarters since. 1,043 funds tracked by Wall St. Rank hold ABBV as of Q2 2026.

  • Sax Wealth Advisors held 11,579 shares of AbbVie worth $2.52M as of Q2 2026.
  • Sax Wealth Advisors bought 2,304 AbbVie shares in Q2 2026, an estimated $496K.
  • AbbVie made up 0.1% of Sax Wealth Advisors's portfolio in Q2 2026, its #131 holding.
  • Sax Wealth Advisors first reported a position in AbbVie in Q4 2020 and has held it in 23 quarters since.
  • 1,043 funds tracked by Wall St. Rank held AbbVie as of Q2 2026.

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