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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
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 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
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
ECSS
Eurizon Capital SGR SpA Milan $37.3B AUM

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. 2,151 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.
  • 2,151 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.