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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
Q2 		$854K Sell
3,393
-12
-0.4% -$2.58K 0.92% 33
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 $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Sonoma Private Wealth's ABBV Position: Q2 2026 in Review

Sonoma Private Wealth reduced its AbbVie (ABBV) stake by 0.35% in Q2 2026, selling an estimated $2.58K and leaving 3,393 shares worth $854K. The position accounts for 0.92% of the portfolio, ranked #33.

Sonoma Private Wealth first reported a position in ABBV in Q4 2022 and has held it in 15 quarters since. The position peaked at $1.16M in Q1 2025. 4,221 funds tracked by Wall St. Rank hold ABBV as of Q2 2026.

  • Sonoma Private Wealth held 3,393 shares of AbbVie worth $854K as of Q2 2026.
  • Sonoma Private Wealth sold 12 AbbVie shares in Q2 2026, an estimated $2.58K.
  • AbbVie made up 0.92% of Sonoma Private Wealth's portfolio in Q2 2026, its #33 holding.
  • Sonoma Private Wealth first reported a position in AbbVie in Q4 2022 and has held it in 15 quarters since.
  • Sonoma Private Wealth's AbbVie position peaked at $1.16M in Q1 2025.
  • 4,221 funds tracked by Wall St. Rank held AbbVie as of Q2 2026.

Based on Sonoma Private Wealth's 13F filing for Q2 2026, filed 14 Aug 2026.