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 Q2	$1.37M	Sell	7,975 -2,625	-25%	-$565K	1.41%	17
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 $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Schrum Private Wealth Management's ABBV Position: Q2 2026 in Review

Schrum Private Wealth Management reduced its AbbVie (ABBV) stake by 25% in Q2 2026, selling an estimated $565K and leaving 7,975 shares worth $1.37M. The position accounts for 1.41% of the portfolio, ranked #17.

Schrum Private Wealth Management first reported a position in ABBV in Q4 2021 and has held it in 19 quarters since. The position peaked at $3.28M in Q3 2024. 4,215 funds tracked by Wall St. Rank hold ABBV as of Q2 2026.

Schrum Private Wealth Management held 7,975 shares of AbbVie worth $1.37M as of Q2 2026.
Schrum Private Wealth Management sold 2,625 AbbVie shares in Q2 2026, an estimated $565K.
AbbVie made up 1.41% of Schrum Private Wealth Management's portfolio in Q2 2026, its #17 holding.
Schrum Private Wealth Management first reported a position in AbbVie in Q4 2021 and has held it in 19 quarters since.
Schrum Private Wealth Management's AbbVie position peaked at $3.28M in Q3 2024.
4,215 funds tracked by Wall St. Rank held AbbVie as of Q2 2026.

Based on Schrum Private Wealth Management's 13F filing for Q2 2026, filed 10 Aug 2026.