Schwarz Dygos Wheeler Investment Advisors’s AbbVie ABBV Stock Holding History

Schwarz Dygos Wheeler 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
2026 Q2	$570K	Sell	2,264 -93	-4%	-$20K	0.11%	104
2026 Q1	$513K	Hold	2,357	–	–	0.11%	105
2025 Q4	$539K	Buy	2,357 +169	+8%	+$38.5K	0.11%	102
2025 Q3	$507K	Hold	2,188	–	–	0.11%	102
2025 Q2	$406K	Buy	2,188 +2	+0.1%	+$372	0.09%	113
2025 Q1	$458K	Sell	2,186 -250	-10%	-$48.6K	0.11%	109
2024 Q4	$433K	Buy	2,436 +18	+0.7%	+$3.31K	0.11%	110
2024 Q3	$478K	Hold	2,418	–	–	0.12%	104
2024 Q2	$415K	Hold	2,418	–	–	0.11%	101
2024 Q1	$440K	Sell	2,418 -1,120	-32%	-$193K	0.12%	101
2023 Q4	$548K	Buy	3,538 +100	+3%	+$14.6K	0.17%	88
2023 Q3	$512K	Hold	3,438	–	–	0.17%	85
2023 Q2	$463K	Sell	3,438 -10	-0.3%	-$1.47K	0.15%	89
2023 Q1	$550K	Buy	3,448 +20	+0.6%	+$3.06K	0.2%	74
2022 Q4	$554K	Hold	3,428	–	–	0.22%	71
2022 Q3	$460K	Sell	3,428 -228	-6%	-$32.7K	0.2%	71
2022 Q2	$560K	Sell	3,656 -168	-4%	-$25.7K	0.22%	68
2022 Q1	$620K	Hold	3,824	–	–	0.21%	68
2021 Q4	$518K	Buy	3,824 +242	+7%	+$28.6K	0.18%	81
2021 Q3	$386K	Hold	3,582	–	–	0.14%	91
2021 Q2	$404K	Hold	3,582	–	–	0.15%	87
2021 Q1	$388K	Buy	+3,582	New	+$383K	0.16%	85

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

Schwarz Dygos Wheeler Investment Advisors's ABBV Position: Q2 2026 in Review

Schwarz Dygos Wheeler Investment Advisors reduced its AbbVie (ABBV) stake by 3.9% in Q2 2026, selling an estimated $20K and leaving 2,264 shares worth $570K. The position accounts for 0.11% of the portfolio, ranked #104.

Schwarz Dygos Wheeler Investment Advisors first reported a position in ABBV in Q1 2021 and has held it in 22 quarters since. The position peaked at $620K in Q1 2022. 4,193 funds tracked by Wall St. Rank hold ABBV as of Q2 2026.

Schwarz Dygos Wheeler Investment Advisors held 2,264 shares of AbbVie worth $570K as of Q2 2026.
Schwarz Dygos Wheeler Investment Advisors sold 93 AbbVie shares in Q2 2026, an estimated $20K.
AbbVie made up 0.11% of Schwarz Dygos Wheeler Investment Advisors's portfolio in Q2 2026, its #104 holding.
Schwarz Dygos Wheeler Investment Advisors first reported a position in AbbVie in Q1 2021 and has held it in 22 quarters since.
Schwarz Dygos Wheeler Investment Advisors's AbbVie position peaked at $620K in Q1 2022.
4,193 funds tracked by Wall St. Rank held AbbVie as of Q2 2026.

Based on Schwarz Dygos Wheeler Investment Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.