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Souders Financial Advisors’s AbbVie ABBV Stock Holding History

Souders Financial Advisors’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 		$1.74M Buy
7,978
+284
+4% +$63K 0.2% 65
2025
Q4 		$1.76M Sell
7,694
-67
-0.9% -$15.3K 0.2% 62
2025
Q3 		$1.8M Sell
7,761
-420
-5% -$85.5K 0.21% 61
2025
Q2 		$1.52M Sell
8,181
-3,509
-30% -$652K 0.19% 64
2025
Q1 		$2.45M Sell
11,690
-5,385
-32% -$1.05M 0.34% 50
2024
Q4 		$3.03M Sell
17,075
-5,265
-24% -$968K 0.42% 55
2024
Q3 		$4.41M Buy
22,340
+416
+2% +$77.6K 0.61% 45
2024
Q2 		$3.76M Buy
21,924
+921
+4% +$153K 0.57% 45
2024
Q1 		$3.82M Buy
21,003
+17,924
+582% +$3.09M 0.6% 44
2023
Q4 		$477K Sell
3,079
-2
-0.1% -$292 0.08% 119
2023
Q3 		$459K Buy
3,081
+62
+2% +$9.1K 0.09% 120
2023
Q2 		$407K Sell
3,019
-24
-0.8% -$3.52K 0.08% 124
2023
Q1 		$485K Sell
3,043
-104
-3% -$15.9K 0.1% 114
2022
Q4 		$509K Buy
3,147
+40
+1% +$6.13K 0.12% 111
2022
Q3 		$417K Buy
3,107
+55
+2% +$7.89K 0.11% 116
2022
Q2 		$468K Buy
3,052
+392
+15% +$59.9K 0.13% 104
2022
Q1 		$431K Buy
2,660
+30
+1% +$4.36K 0.12% 109
2021
Q4 		$356K Sell
2,630
-29
-1% -$3.43K 0.1% 111
2021
Q3 		$287K Buy
2,659
+175
+7% +$20K 0.09% 115
2021
Q2 		$280K Buy
2,484
+2
+0.1% +$225 0.09% 113
2021
Q1 		$269K Buy
2,482
+13
+0.5% +$1.39K 0.11% 106
2020
Q4 		$265K Hold
2,469
– – 0.12% 97
2020
Q3 		$244K Buy
2,469
+104
+4% +$9.79K 0.12% 95
2020
Q2 		$232K Buy
+2,365
New +$208K 0.13% 90

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

Souders Financial Advisors's ABBV Position: Q1 2026 in Review

Souders Financial Advisors increased its AbbVie (ABBV) stake by 3.7% in Q1 2026, buying an estimated $63K and bringing the position to 7,978 shares worth $1.74M. The position accounts for 0.2% of the portfolio, ranked #65.

Souders Financial Advisors first reported a position in ABBV in Q2 2020 and has held it in 24 quarters since. The position peaked at $4.41M in Q3 2024. 4,078 funds tracked by Wall St. Rank hold ABBV as of Q1 2026.

  • Souders Financial Advisors held 7,978 shares of AbbVie worth $1.74M as of Q1 2026.
  • Souders Financial Advisors bought 284 AbbVie shares in Q1 2026, an estimated $63K.
  • AbbVie made up 0.2% of Souders Financial Advisors's portfolio in Q1 2026, its #65 holding.
  • Souders Financial Advisors first reported a position in AbbVie in Q2 2020 and has held it in 24 quarters since.
  • Souders Financial Advisors's AbbVie position peaked at $4.41M in Q3 2024.
  • 4,078 funds tracked by Wall St. Rank held AbbVie as of Q1 2026.

Based on Souders Financial Advisors's 13F filing for Q1 2026, filed 4 May 2026.