Smith & Howard Wealth Management’s AbbVie ABBV Stock Holding History

Smith & Howard Wealth 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 Q1	$204K	Hold	937	–	–	0.04%	87
2025 Q4	$214K	Hold	937	–	–	0.05%	83
2025 Q3	$217K	Sell	937 -261	-22%	-$53.1K	0.05%	78
2025 Q2	$222K	Hold	1,198	–	–	0.06%	76
2025 Q1	$251K	Sell	1,198 -37	-3%	-$7.19K	0.07%	68
2024 Q4	$219K	Hold	1,235	–	–	0.06%	76
2024 Q3	$244K	Hold	1,235	–	–	0.07%	74
2024 Q2	$212K	Sell	1,235 -80	-6%	-$13.3K	0.06%	82
2024 Q1	$239K	Hold	1,315	–	–	0.07%	72
2023 Q4	$204K	Buy	+1,315	New	+$192K	0.07%	71
2023 Q2	–	Sell	-1,397	Closed	-$223K	–	69
2023 Q1	$223K	Sell	1,397 -47	-3%	-$7.19K	0.08%	65
2022 Q4	$233K	Buy	+1,444	New	+$221K	0.09%	62
2022 Q2	–	Sell	-1,264	Closed	-$205K	–	67
2022 Q1	$205K	Buy	+1,264	New	+$184K	0.09%	69
2015 Q3	–	Sell	-5,310	Closed	-$357K	–	56
2015 Q2	$357K	Hold	5,310	–	–	0.16%	36
2015 Q1	$311K	Buy	+5,310	New	+$321K	0.13%	43
2014 Q1	–	Sell	-704	Closed	-$37K	–	41
2013 Q4	$37K	Buy	704 +329	+88%	+$16.2K	0.02%	118
2013 Q3	$17K	Hold	375	–	–	0.01%	170
2013 Q2	$16K	Buy	+375	New	+$16.4K	0.01%	146

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

Smith & Howard Wealth Management's ABBV Position: Q1 2026 in Review

Smith & Howard Wealth Management held its AbbVie (ABBV) position steady in Q1 2026 at 937 shares worth $204K. The position accounts for 0.04% of the portfolio, ranked #87.

Smith & Howard Wealth Management first reported a position in ABBV in Q2 2013 and has held it in 18 quarters since. The position peaked at $357K in Q2 2015. 4,075 funds tracked by Wall St. Rank hold ABBV as of Q1 2026.

Smith & Howard Wealth Management held 937 shares of AbbVie worth $204K as of Q1 2026.
Smith & Howard Wealth Management left its AbbVie share count unchanged in Q1 2026.
AbbVie made up 0.04% of Smith & Howard Wealth Management's portfolio in Q1 2026, its #87 holding.
Smith & Howard Wealth Management first reported a position in AbbVie in Q2 2013 and has held it in 18 quarters since.
Smith & Howard Wealth Management's AbbVie position peaked at $357K in Q2 2015.
4,075 funds tracked by Wall St. Rank held AbbVie as of Q1 2026.

Based on Smith & Howard Wealth Management's 13F filing for Q1 2026, filed 27 Apr 2026.