SMART Wealth’s AbbVie ABBV Stock Holding History

SMART 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	$259K	Sell	1,191 -48	-4%	-$10.6K	0.08%	184
2025 Q4	$283K	Buy	+1,239	New	+$282K	0.09%	151
2025 Q3	–	Sell	-1,271	Closed	-$236K	–	142
2025 Q2	$236K	Buy	1,271 +133	+12%	+$24.7K	0.07%	155
2025 Q1	$238K	Sell	1,138 -9	-0.8%	-$1.75K	0.09%	141
2024 Q4	$204K	Sell	1,147 -398	-26%	-$73.2K	0.07%	142
2024 Q3	$305K	Sell	1,545 -46	-3%	-$8.59K	0.12%	111
2024 Q2	$273K	Buy	1,591 +233	+17%	+$38.6K	0.11%	102
2024 Q1	$247K	Buy	+1,358	New	+$234K	0.11%	97

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

SMART Wealth's ABBV Position: Q1 2026 in Review

SMART Wealth reduced its AbbVie (ABBV) stake by 3.9% in Q1 2026, selling an estimated $10.6K and leaving 1,191 shares worth $259K. The position accounts for 0.08% of the portfolio, ranked #184.

SMART Wealth first reported a position in ABBV in Q1 2024 and has held it in 8 quarters since. The position peaked at $305K in Q3 2024. 4,076 funds tracked by Wall St. Rank hold ABBV as of Q1 2026.

SMART Wealth held 1,191 shares of AbbVie worth $259K as of Q1 2026.
SMART Wealth sold 48 AbbVie shares in Q1 2026, an estimated $10.6K.
AbbVie made up 0.08% of SMART Wealth's portfolio in Q1 2026, its #184 holding.
SMART Wealth first reported a position in AbbVie in Q1 2024 and has held it in 8 quarters since.
SMART Wealth's AbbVie position peaked at $305K in Q3 2024.
4,076 funds tracked by Wall St. Rank held AbbVie as of Q1 2026.

Based on SMART Wealth's 13F filing for Q1 2026, filed 23 Apr 2026.