Schrum Private Wealth Management’s AbbVie ABBV Stock Holding History

Schrum Private Wealth Management’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	$2.31M	Sell	10,600 -49	-0.5%	-$10.9K	1.76%	12
2025 Q4	$2.43M	Hold	10,649	–	–	1.8%	12
2025 Q3	$2.47M	Hold	10,649	–	–	1.81%	10
2025 Q2	$1.98M	Sell	10,649 -33	-0.3%	-$6.13K	1.59%	13
2025 Q1	$2.24M	Buy	10,682 +63	+0.6%	+$12.2K	1.97%	10
2024 Q4	$1.89M	Sell	10,619 -6,001	-36%	-$1.1M	1.6%	15
2024 Q3	$3.28M	Buy	16,620 +6,065	+57%	+$1.13M	1.7%	11
2024 Q2	$1.81M	Sell	10,555 -25	-0.2%	-$4.14K	1.63%	14
2024 Q1	$1.93M	Buy	10,580 +2,580	+32%	+$445K	1.75%	11
2023 Q4	$1.24M	Sell	8,000 -2,579	-24%	-$376K	1.76%	13
2023 Q3	$1.58M	Hold	10,579	–	–	1.8%	11
2023 Q2	$1.43M	Buy	10,579 +1	+0%	+$147	1.54%	15
2023 Q1	$1.69M	Sell	10,578 -1,805	-15%	-$276K	1.95%	10
2022 Q4	$2M	Sell	12,383 -1,073	-8%	-$165K	2.37%	7
2022 Q3	$1.81M	Sell	13,456 -1,066	-7%	-$153K	2.28%	8
2022 Q2	$2.22M	Hold	14,522	–	–	2.51%	7
2022 Q1	$2.29M	Buy	14,522 +45	+0.3%	+$6.54K	2.3%	7
2021 Q4	$1.96M	Buy	+14,477	New	+$1.71M	1.79%	9

Other funds holding ABBV

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

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Schrum Private Wealth Management's ABBV Position: Q1 2026 in Review

Schrum Private Wealth Management reduced its AbbVie (ABBV) stake by 0.46% in Q1 2026, selling an estimated $10.9K and leaving 10,600 shares worth $2.31M. The position accounts for 1.76% of the portfolio, ranked #12.

Schrum Private Wealth Management first reported a position in ABBV in Q4 2021 and has held it in 18 quarters since. The position peaked at $3.28M in Q3 2024. 4,075 funds tracked by Wall St. Rank hold ABBV as of Q1 2026.

Schrum Private Wealth Management held 10,600 shares of AbbVie worth $2.31M as of Q1 2026.
Schrum Private Wealth Management sold 49 AbbVie shares in Q1 2026, an estimated $10.9K.
AbbVie made up 1.76% of Schrum Private Wealth Management's portfolio in Q1 2026, its #12 holding.
Schrum Private Wealth Management first reported a position in AbbVie in Q4 2021 and has held it in 18 quarters since.
Schrum Private Wealth Management's AbbVie position peaked at $3.28M in Q3 2024.
4,075 funds tracked by Wall St. Rank held AbbVie as of Q1 2026.

Based on Schrum Private Wealth Management's 13F filing for Q1 2026, filed 8 May 2026.