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Sonoma Private Wealth’s AbbVie ABBV Stock Holding History

Sonoma Private 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 		$740K Buy
3,405
+544
+19% +$121K 0.91% 31
2025
Q4 		$654K Sell
2,861
-74
-3% -$16.9K 0.79% 37
2025
Q3 		$680K Buy
2,935
+5
+0.2% +$1.02K 0.81% 37
2025
Q2 		$544K Sell
2,930
-2,586
-47% -$481K 0.67% 41
2025
Q1 		$1.16M Buy
5,516
+1,584
+40% +$308K 1.6% 14
2024
Q4 		$699K Buy
3,932
+125
+3% +$23K 1.13% 31
2024
Q3 		$752K Buy
3,807
+339
+10% +$63.3K 1.17% 28
2024
Q2 		$595K Sell
3,468
-266
-7% -$44.1K 0.97% 36
2024
Q1 		$680K Sell
3,734
-161
-4% -$27.7K 1.09% 33
2023
Q4 		$604K Sell
3,895
-328
-8% -$47.8K 1% 35
2023
Q3 		$629K Buy
4,223
+98
+2% +$14.4K 1.15% 29
2023
Q2 		$556K Sell
4,125
-196
-5% -$28.7K 0.97% 42
2023
Q1 		$689K Buy
4,321
+518
+14% +$79.2K 1.37% 26
2022
Q4 		$615K Buy
+3,803
New +$583K 1.36% 25

Other funds holding ABBV

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
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
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Sonoma Private Wealth's ABBV Position: Q1 2026 in Review

Sonoma Private Wealth increased its AbbVie (ABBV) stake by 19% in Q1 2026, buying an estimated $121K and bringing the position to 3,405 shares worth $740K. The position accounts for 0.91% of the portfolio, ranked #31.

Sonoma Private Wealth first reported a position in ABBV in Q4 2022 and has held it in 14 quarters since. The position peaked at $1.16M in Q1 2025. 4,079 funds tracked by Wall St. Rank hold ABBV as of Q1 2026.

  • Sonoma Private Wealth held 3,405 shares of AbbVie worth $740K as of Q1 2026.
  • Sonoma Private Wealth bought 544 AbbVie shares in Q1 2026, an estimated $121K.
  • AbbVie made up 0.91% of Sonoma Private Wealth's portfolio in Q1 2026, its #31 holding.
  • Sonoma Private Wealth first reported a position in AbbVie in Q4 2022 and has held it in 14 quarters since.
  • Sonoma Private Wealth's AbbVie position peaked at $1.16M in Q1 2025.
  • 4,079 funds tracked by Wall St. Rank held AbbVie as of Q1 2026.

Based on Sonoma Private Wealth's 13F filing for Q1 2026, filed 15 May 2026.