Schechter Investment Advisors’s AbbVie ABBV Stock Holding History

Schechter Investment 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
2025 Q1	$7.31M	Sell	34,908 -3,313	-9%	-$644K	0.6%	28
2024 Q4	$6.79M	Sell	38,221 -59	-0.2%	-$10.8K	0.52%	37
2024 Q3	$7.56M	Sell	38,280 -175	-0.5%	-$32.7K	0.56%	34
2024 Q2	$6.6M	Buy	38,455 +2,830	+8%	+$469K	0.5%	39
2024 Q1	$6.49M	Sell	35,625 -35	-0.1%	-$6.03K	0.49%	39
2023 Q4	$5.53M	Buy	35,660 +72	+0.2%	+$10.5K	0.48%	40
2023 Q3	$5.3M	Buy	35,588 +1,315	+4%	+$193K	0.51%	35
2023 Q2	$4.62M	Sell	34,273 -5,911	-15%	-$867K	0.41%	41
2023 Q1	$6.4M	Sell	40,184 -1,705	-4%	-$261K	0.59%	30
2022 Q4	$6.77M	Buy	41,889 +379	+0.9%	+$58.1K	0.62%	21
2022 Q3	$5.57M	Sell	41,510 -93	-0.2%	-$13.3K	0.55%	20
2022 Q2	$6.37M	Sell	41,603 -1,274	-3%	-$195K	0.62%	19
2022 Q1	$6.95M	Sell	42,877 -884	-2%	-$128K	0.65%	17
2021 Q4	$5.92M	Buy	+43,761	New	+$5.17M	0.53%	23

Other funds holding ABBV

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 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

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Schechter Investment Advisors's ABBV Position: Q1 2025 in Review

Schechter Investment Advisors reduced its AbbVie (ABBV) stake by 8.7% in Q1 2025, selling an estimated $644K and leaving 34,908 shares worth $7.31M. The position accounts for 0.6% of the portfolio, ranked #28.

Schechter Investment Advisors first reported a position in ABBV in Q4 2021 and has held it in 14 quarters since. The position peaked at $7.56M in Q3 2024. 3,819 funds tracked by Wall St. Rank hold ABBV as of Q1 2025.

Schechter Investment Advisors held 34,908 shares of AbbVie worth $7.31M as of Q1 2025.
Schechter Investment Advisors sold 3,313 AbbVie shares in Q1 2025, an estimated $644K.
AbbVie made up 0.6% of Schechter Investment Advisors's portfolio in Q1 2025, its #28 holding.
Schechter Investment Advisors first reported a position in AbbVie in Q4 2021 and has held it in 14 quarters since.
Schechter Investment Advisors's AbbVie position peaked at $7.56M in Q3 2024.
3,819 funds tracked by Wall St. Rank held AbbVie as of Q1 2025.

Based on Schechter Investment Advisors's 13F filing for Q1 2025, filed 1 May 2025.