Shepherd Kaplan Krochuk’s AbbVie ABBV Stock Holding History

Shepherd Kaplan Krochuk’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	$415K	Sell	1,910 -6	-0.3%	-$1.33K	0.35%	50
2025 Q4	$438K	Buy	+1,916	New	+$436K	0.36%	51
2023 Q2	–	Sell	-5,348	Closed	-$852K	–	53
2023 Q1	$852K	Sell	5,348 -56	-1%	-$8.56K	0.75%	34
2022 Q4	$873K	Sell	5,404 -125	-2%	-$19.2K	0.52%	42
2022 Q3	$742K	Buy	5,529 +41	+0.7%	+$5.88K	0.37%	52
2022 Q2	$841K	Sell	5,488 -892	-14%	-$136K	0.37%	51
2022 Q1	$1.03M	Sell	6,380 -2,057	-24%	-$299K	0.39%	47
2021 Q4	$1.14M	Buy	8,437 +553	+7%	+$65.3K	0.41%	46
2021 Q3	$850K	Sell	7,884 -366	-4%	-$41.8K	0.31%	54
2021 Q2	$929K	Buy	8,250 +256	+3%	+$28.8K	0.33%	53
2021 Q1	$865K	Buy	+7,994	New	+$855K	0.33%	50
2020 Q4	–	Sell	-10,438	Closed	-$914K	–	186
2020 Q3	$914K	Sell	10,438 -395	-4%	-$37.2K	0.38%	42
2020 Q2	$1.06M	Buy	+10,833	New	+$954K	0.48%	34

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

Shepherd Kaplan Krochuk's ABBV Position: Q1 2026 in Review

Shepherd Kaplan Krochuk reduced its AbbVie (ABBV) stake by 0.31% in Q1 2026, selling an estimated $1.33K and leaving 1,910 shares worth $415K. The position accounts for 0.35% of the portfolio, ranked #50.

Shepherd Kaplan Krochuk first reported a position in ABBV in Q2 2020 and has held it in 13 quarters since. The position peaked at $1.14M in Q4 2021. 4,078 funds tracked by Wall St. Rank hold ABBV as of Q1 2026.

Shepherd Kaplan Krochuk held 1,910 shares of AbbVie worth $415K as of Q1 2026.
Shepherd Kaplan Krochuk sold 6 AbbVie shares in Q1 2026, an estimated $1.33K.
AbbVie made up 0.35% of Shepherd Kaplan Krochuk's portfolio in Q1 2026, its #50 holding.
Shepherd Kaplan Krochuk first reported a position in AbbVie in Q2 2020 and has held it in 13 quarters since.
Shepherd Kaplan Krochuk's AbbVie position peaked at $1.14M in Q4 2021.
4,078 funds tracked by Wall St. Rank held AbbVie as of Q1 2026.

Based on Shepherd Kaplan Krochuk's 13F filing for Q1 2026, filed 15 May 2026.