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Shepherd Financial Partners’s AbbVie ABBV Stock Holding History

Shepherd Financial Partners’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 		$5.7M Buy
26,225
+101
+0.4% +$22.4K 0.54% 41
2025
Q4 		$5.97M Buy
26,124
+103
+0.4% +$23.5K 0.55% 39
2025
Q3 		$6.02M Buy
26,021
+133
+0.5% +$27.1K 0.57% 40
2025
Q2 		$4.81M Buy
25,888
+286
+1% +$53.2K 0.51% 43
2025
Q1 		$5.36M Buy
25,602
+466
+2% +$90.6K 0.63% 37
2024
Q4 		$4.47M Buy
25,136
+248
+1% +$45.6K 0.53% 33
2024
Q3 		$4.91M Buy
24,888
+503
+2% +$93.9K 0.59% 29
2024
Q2 		$4.18M Buy
24,385
+208
+0.9% +$34.5K 0.54% 30
2024
Q1 		$4.4M Buy
24,177
+398
+2% +$68.6K 0.58% 29
2023
Q4 		$3.69M Buy
23,779
+175
+0.7% +$25.5K 0.52% 32
2023
Q3 		$3.52M Buy
23,604
+924
+4% +$136K 0.55% 31
2023
Q2 		$3.06M Buy
22,680
+1,372
+6% +$201K 0.47% 35
2023
Q1 		$3.4M Buy
21,308
+46
+0.2% +$7.03K 0.57% 32
2022
Q4 		$3.44M Sell
21,262
-141
-0.7% -$21.6K 0.62% 30
2022
Q3 		$2.87M Buy
21,403
+387
+2% +$55.5K 0.56% 32
2022
Q2 		$3.22M Buy
21,016
+165
+0.8% +$25.2K 0.63% 29
2022
Q1 		$3.38M Sell
20,851
-1,631
-7% -$237K 0.6% 25
2021
Q4 		$3.05M Buy
22,482
+497
+2% +$58.7K 0.53% 36
2021
Q3 		$2.37M Buy
21,985
+24
+0.1% +$2.74K 0.46% 41
2021
Q2 		$2.47M Buy
21,961
+431
+2% +$48.5K 0.47% 38
2021
Q1 		$2.33M Buy
21,530
+890
+4% +$95.2K 0.52% 36
2020
Q4 		$2.21M Buy
20,640
+1,188
+6% +$114K 0.5% 39
2020
Q3 		$1.7M Sell
19,452
-12,843
-40% -$1.21M 0.4% 51
2020
Q2 		$3.17M Buy
32,295
+556
+2% +$49K 0.86% 17
2020
Q1 		$2.42M Sell
31,739
-29,802
-48% -$2.54M 0.84% 20
2019
Q4 		$5.45M Buy
61,541
+198
+0.3% +$16.4K 1.27% 14
2019
Q3 		$4.64M Buy
61,343
+30,376
+98% +$2.08M 1.16% 17
2019
Q2 		$2.25M Hold
30,967
– – 0.42% 32
2019
Q1 		$2.5M Sell
30,967
-190
-0.6% -$15.5K 0.48% 30
2018
Q4 		$2.87M Sell
31,157
-1,068
-3% -$93.9K 0.63% 23
2018
Q3 		$2.98M Hold
32,225
– – 0.67% 23
2018
Q2 		$3M Sell
32,225
-578
-2% -$56.4K 0.68% 22
2018
Q1 		$3.1M Buy
32,803
+502
+2% +$55.1K 0.76% 21
2017
Q4 		$3.13M Sell
32,301
-1,610
-5% -$152K 0.73% 23
2017
Q3 		$3.08M Sell
33,911
-4,649
-12% -$354K 0.72% 27
2017
Q2 		$2.77M Sell
38,560
-1,434
-4% -$96.4K 0.68% 29
2017
Q1 		$2.6M Buy
39,994
+584
+1% +$36.7K 0.67% 30
2016
Q4 		$2.46M Buy
+39,410
New +$2.41M 0.7% 29

Other funds holding ABBV

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
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
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Shepherd Financial Partners's ABBV Position: Q1 2026 in Review

Shepherd Financial Partners increased its AbbVie (ABBV) stake by 0.39% in Q1 2026, buying an estimated $22.4K and bringing the position to 26,225 shares worth $5.7M. The position accounts for 0.54% of the portfolio, ranked #41.

Shepherd Financial Partners first reported a position in ABBV in Q4 2016 and has held it in 38 quarters since. The position peaked at $6.02M in Q3 2025. 4,081 funds tracked by Wall St. Rank hold ABBV as of Q1 2026.

  • Shepherd Financial Partners held 26,225 shares of AbbVie worth $5.7M as of Q1 2026.
  • Shepherd Financial Partners bought 101 AbbVie shares in Q1 2026, an estimated $22.4K.
  • AbbVie made up 0.54% of Shepherd Financial Partners's portfolio in Q1 2026, its #41 holding.
  • Shepherd Financial Partners first reported a position in AbbVie in Q4 2016 and has held it in 38 quarters since.
  • Shepherd Financial Partners's AbbVie position peaked at $6.02M in Q3 2025.
  • 4,081 funds tracked by Wall St. Rank held AbbVie as of Q1 2026.

Based on Shepherd Financial Partners's 13F filing for Q1 2026, filed 11 May 2026.