Simplicity Wealth’s AbbVie ABBV Stock Holding History

Simplicity Wealth’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	$9.32M	Buy	42,840 +11,328	+36%	+$2.51M	0.53%	38
2025 Q4	$7.2M	Buy	31,512 +1,300	+4%	+$296K	0.43%	50
2025 Q3	$7M	Sell	30,212 -25,039	-45%	-$5.1M	0.41%	50
2025 Q2	$10.3M	Buy	55,251 +35,208	+176%	+$6.54M	0.43%	47
2025 Q1	$4.2M	Buy	20,043 +14,576	+267%	+$2.83M	0.33%	67
2024 Q4	$971K	Sell	5,467 -8,972	-62%	-$1.65M	0.2%	94
2024 Q3	$2.85M	Sell	14,439 -120,096	-89%	-$22.4M	0.26%	86
2024 Q2	$23.1M	Buy	134,535 +13,608	+11%	+$2.25M	0.52%	33
2024 Q1	$21.8M	Buy	120,927 +119,550	+8,682%	+$20.6M	0.52%	28
2023 Q4	$213K	Buy	+1,377	New	+$201K	0.08%	170

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

Simplicity Wealth's ABBV Position: Q1 2026 in Review

Simplicity Wealth increased its AbbVie (ABBV) stake by 36% in Q1 2026, buying an estimated $2.51M and bringing the position to 42,840 shares worth $9.32M. The position accounts for 0.53% of the portfolio, ranked #38.

Simplicity Wealth first reported a position in ABBV in Q4 2023 and has held it in 10 quarters since. The position peaked at $23.1M in Q2 2024. 4,075 funds tracked by Wall St. Rank hold ABBV as of Q1 2026.

Simplicity Wealth held 42,840 shares of AbbVie worth $9.32M as of Q1 2026.
Simplicity Wealth bought 11,328 AbbVie shares in Q1 2026, an estimated $2.51M.
AbbVie made up 0.53% of Simplicity Wealth's portfolio in Q1 2026, its #38 holding.
Simplicity Wealth first reported a position in AbbVie in Q4 2023 and has held it in 10 quarters since.
Simplicity Wealth's AbbVie position peaked at $23.1M in Q2 2024.
4,075 funds tracked by Wall St. Rank held AbbVie as of Q1 2026.

Based on Simplicity Wealth's 13F filing for Q1 2026, filed 30 Apr 2026.