Smallwood Wealth Investment Management’s AbbVie ABBV Stock Holding History

Smallwood Wealth Investment Management’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	$627K	Sell	2,493 -9	-0.4%	-$1.94K	0.27%	39
2026 Q1	$544K	Buy	2,502 +40	+2%	+$8.87K	0.29%	43
2025 Q4	$563K	Buy	2,462 +9	+0.4%	+$2.05K	0.29%	43
2025 Q3	$568K	Sell	2,453 -1	-0%	-$204	0.29%	46
2025 Q2	$456K	Buy	2,454 +9	+0.4%	+$1.67K	0.26%	49
2025 Q1	$512K	Hold	2,445	–	–	0.32%	43
2024 Q4	$434K	Hold	2,445	–	–	0.3%	47
2024 Q3	$483K	Buy	2,445 +61	+3%	+$11.4K	0.34%	40
2024 Q2	$409K	Hold	2,384	–	–	0.32%	45
2024 Q1	$434K	Hold	2,384	–	–	0.34%	44
2023 Q4	$369K	Buy	2,384 +42	+2%	+$6.12K	0.31%	46
2023 Q3	$349K	Buy	2,342 +258	+12%	+$37.9K	0.32%	45
2023 Q2	$281K	Hold	2,084	–	–	0.25%	52
2023 Q1	$332K	Sell	2,084 -525	-20%	-$80.3K	0.31%	46
2022 Q4	$422K	Sell	2,609 -72	-3%	-$11K	0.36%	48
2022 Q3	$360K	Buy	2,681 +759	+39%	+$109K	0.32%	53
2022 Q2	$294K	Buy	1,922 +593	+45%	+$90.6K	0.3%	51
2022 Q1	$215K	Buy	+1,329	New	+$193K	0.2%	51

Other funds holding ABBV

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

Smallwood Wealth Investment Management's ABBV Position: Q2 2026 in Review

Smallwood Wealth Investment Management reduced its AbbVie (ABBV) stake by 0.36% in Q2 2026, selling an estimated $1.94K and leaving 2,493 shares worth $627K. The position accounts for 0.27% of the portfolio, ranked #39.

Smallwood Wealth Investment Management first reported a position in ABBV in Q1 2022 and has held it in 18 quarters since. 2,173 funds tracked by Wall St. Rank hold ABBV as of Q2 2026.

Smallwood Wealth Investment Management held 2,493 shares of AbbVie worth $627K as of Q2 2026.
Smallwood Wealth Investment Management sold 9 AbbVie shares in Q2 2026, an estimated $1.94K.
AbbVie made up 0.27% of Smallwood Wealth Investment Management's portfolio in Q2 2026, its #39 holding.
Smallwood Wealth Investment Management first reported a position in AbbVie in Q1 2022 and has held it in 18 quarters since.
2,173 funds tracked by Wall St. Rank held AbbVie as of Q2 2026.

Based on Smallwood Wealth Investment Management's 13F filing for Q2 2026, filed 23 Jul 2026.