SFMG Wealth Advisors’s AbbVie ABBV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $1.31M | Buy |
6,024
+194
| +3% | +$43K | 0.09% | 95 |
|
|
2025
Q4 | $1.33M | Buy |
5,830
+157
| +3% | +$35.8K | 0.09% | 93 |
|
|
2025
Q3 | $1.31M | Buy |
5,673
+22
| +0.4% | +$4.48K | 0.09% | 93 |
|
|
2025
Q2 | $1.05M | Sell |
5,651
-823
| -13% | -$153K | 0.08% | 99 |
|
|
2025
Q1 | $1.36M | Sell |
6,474
-581
| -8% | -$113K | 0.11% | 89 |
|
|
2024
Q4 | $1.25M | Sell |
7,055
-5
| -0.1% | -$919 | 0.1% | 91 |
|
|
2024
Q3 | $1.39M | Sell |
7,060
-31
| -0.4% | -$5.79K | 0.11% | 83 |
|
|
2024
Q2 | $1.22M | Sell |
7,091
-29
| -0.4% | -$4.8K | 0.11% | 85 |
|
|
2024
Q1 | $1.3M | Sell |
7,120
-392
| -5% | -$67.6K | 0.11% | 85 |
|
|
2023
Q4 | $1.16M | Sell |
7,512
-429
| -5% | -$62.5K | 0.11% | 86 |
|
|
2023
Q3 | $1.18M | Buy |
7,941
+247
| +3% | +$36.3K | 0.12% | 79 |
|
|
2023
Q2 | $1.04M | Sell |
7,694
-63
| -0.8% | -$9.24K | 0.11% | 85 |
|
|
2023
Q1 | $1.24M | Buy |
7,757
+923
| +14% | +$141K | 0.13% | 80 |
|
|
2022
Q4 | $1.1M | Sell |
6,834
-11,941
| -64% | -$1.83M | 0.12% | 85 |
|
|
2022
Q3 | $2.63M | Buy |
18,775
+115
| +0.6% | +$16.5K | 0.31% | 44 |
|
|
2022
Q2 | $2.86M | Sell |
18,660
-5,808
| -24% | -$887K | 0.33% | 41 |
|
|
2022
Q1 | $3.97M | Sell |
24,468
-11,884
| -33% | -$1.73M | 0.39% | 38 |
|
|
2021
Q4 | $4.92M | Buy |
36,352
+1,524
| +4% | +$180K | 0.48% | 26 |
|
|
2021
Q3 | $3.76M | Buy |
34,828
+253
| +0.7% | +$28.9K | 0.42% | 32 |
|
|
2021
Q2 | $3.9M | Sell |
34,575
-116
| -0.3% | -$13.1K | 0.43% | 30 |
|
|
2021
Q1 | $3.75M | Buy |
34,691
+2,084
| +6% | +$223K | 0.44% | 28 |
|
|
2020
Q4 | $3.49M | Buy |
32,607
+1,718
| +6% | +$165K | 0.44% | 29 |
|
|
2020
Q3 | $2.71M | Buy |
30,889
+4,835
| +19% | +$455K | 0.37% | 34 |
|
|
2020
Q2 | $2.56M | Buy |
26,054
+432
| +2% | +$38K | 0.36% | 33 |
|
|
2020
Q1 | $1.95M | Sell |
25,622
-190
| -0.7% | -$16.2K | 0.29% | 28 |
|
|
2019
Q4 | $2.29M | Sell |
25,812
-1,431
| -5% | -$119K | 0.28% | 32 |
|
|
2019
Q3 | $2.06M | Buy |
27,243
+9,293
| +52% | +$637K | 0.28% | 29 |
|
|
2019
Q2 | $1.22M | Buy |
17,950
+12,659
| +239% | +$995K | 0.17% | 37 |
|
|
2019
Q1 | $426K | Buy |
5,291
+173
| +3% | +$14.2K | 0.06% | 92 |
|
|
2018
Q4 | $472K | Sell |
5,118
-42
| -0.8% | -$3.69K | 0.08% | 73 |
|
|
2018
Q3 | $411K | Buy |
5,160
+350
| +7% | +$33.2K | 0.06% | 86 |
|
|
2018
Q2 | $446K | Buy |
4,810
+100
| +2% | +$9.77K | 0.07% | 79 |
|
|
2018
Q1 | $446K | Buy |
4,710
+50
| +1% | +$5.49K | 0.08% | 76 |
|
|
2017
Q4 | $451K | Buy |
4,660
+985
| +27% | +$92.8K | 0.07% | 76 |
|
|
2017
Q3 | $327K | Buy |
3,675
+21
| +0.6% | +$1.6K | 0.06% | 94 |
|
|
2017
Q2 | $265K | Sell |
3,654
-724
| -17% | -$48.7K | 0.06% | 101 |
|
|
2017
Q1 | $285K | Buy |
+4,378
| New | +$275K | 0.06% | 92 |
|
Other funds holding ABBV
VCM
VPM
SFMG Wealth Advisors's ABBV Position: Q1 2026 in Review
SFMG Wealth Advisors increased its AbbVie (ABBV) stake by 3.3% in Q1 2026, buying an estimated $43K and bringing the position to 6,024 shares worth $1.31M. The position accounts for 0.09% of the portfolio, ranked #95.
SFMG Wealth Advisors first reported a position in ABBV in Q1 2017 and has held it in 37 quarters since. The position peaked at $4.92M in Q4 2021. 4,080 funds tracked by Wall St. Rank hold ABBV as of Q1 2026.
- SFMG Wealth Advisors held 6,024 shares of AbbVie worth $1.31M as of Q1 2026.
- SFMG Wealth Advisors bought 194 AbbVie shares in Q1 2026, an estimated $43K.
- AbbVie made up 0.09% of SFMG Wealth Advisors's portfolio in Q1 2026, its #95 holding.
- SFMG Wealth Advisors first reported a position in AbbVie in Q1 2017 and has held it in 37 quarters since.
- SFMG Wealth Advisors's AbbVie position peaked at $4.92M in Q4 2021.
- 4,080 funds tracked by Wall St. Rank held AbbVie as of Q1 2026.
Based on SFMG Wealth Advisors's 13F filing for Q1 2026, filed 12 May 2026.