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Shum Financial Group’s AbbVie ABBV Stock Holding History

Shum Financial Group’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 		$1.29M Sell
5,145
-99
-2% -$21.3K 0.78% 34
2026
Q1 		$1.14M Buy
5,244
+17
+0.3% +$3.77K 0.81% 33
2025
Q4 		$1.19M Sell
5,227
-109
-2% -$24.8K 0.86% 32
2025
Q3 		$1.24M Buy
+5,336
New +$1.09M 0.92% 30
2025
Q1 		$1.18M Buy
5,631
+77
+1% +$15K 1.02% 33
2024
Q4 		$987K Buy
5,554
+44
+0.8% +$8.09K 0.85% 39
2024
Q3 		$1.11M Buy
+5,510
New +$1.03M 0.93% 35

Other funds holding ABBV

Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Shum Financial Group's ABBV Position: Q2 2026 in Review

Shum Financial Group reduced its AbbVie (ABBV) stake by 1.9% in Q2 2026, selling an estimated $21.3K and leaving 5,145 shares worth $1.29M. The position accounts for 0.78% of the portfolio, ranked #34.

Shum Financial Group first reported a position in ABBV in Q3 2024 and has held it in 7 quarters since. 2,661 funds tracked by Wall St. Rank hold ABBV as of Q2 2026.

  • Shum Financial Group held 5,145 shares of AbbVie worth $1.29M as of Q2 2026.
  • Shum Financial Group sold 99 AbbVie shares in Q2 2026, an estimated $21.3K.
  • AbbVie made up 0.78% of Shum Financial Group's portfolio in Q2 2026, its #34 holding.
  • Shum Financial Group first reported a position in AbbVie in Q3 2024 and has held it in 7 quarters since.
  • 2,661 funds tracked by Wall St. Rank held AbbVie as of Q2 2026.

Based on Shum Financial Group's 13F filing for Q2 2026, filed 22 Jul 2026.