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Sound Financial Strategies Group’s AbbVie ABBV Stock Holding History

Sound Financial Strategies Group’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 		– Sell
-1,155
Closed -$264K – 112
2025
Q4 		$264K Buy
1,155
+197
+21% +$44.9K 0.19% 102
2025
Q3 		$222K Buy
+958
New +$195K 0.16% 100
2025
Q2 		– Sell
-1,042
Closed -$218K – 96
2025
Q1 		$218K Sell
1,042
-155
-13% -$30.1K 0.19% 89
2024
Q4 		$213K Buy
1,197
+60
+5% +$11K 0.18% 82
2024
Q3 		$225K Sell
1,137
-101
-8% -$18.9K 0.18% 81
2024
Q2 		$212K Sell
1,238
-2,546
-67% -$422K 0.18% 79
2024
Q1 		$689K Sell
3,784
-82
-2% -$14.1K 0.57% 22
2023
Q4 		$599K Sell
3,866
-1,974
-34% -$288K 0.5% 35
2023
Q3 		$871K Sell
5,840
-372
-6% -$54.6K 0.72% 33
2023
Q2 		$837K Sell
6,212
-368
-6% -$54K 0.61% 49
2023
Q1 		$1.05M Buy
6,580
+3,833
+140% +$586K 0.7% 25
2022
Q4 		$444K Buy
+2,747
New +$421K 0.32% 48
2022
Q3 		– Sell
-2,654
Closed -$406K – 29
2022
Q2 		$406K Sell
2,654
-2,605
-50% -$398K 0.32% 30
2022
Q1 		$853K Sell
5,259
-11
-0.2% -$1.6K 0.47% 43
2021
Q4 		$714K Sell
5,270
-141
-3% -$16.7K 0.36% 41
2021
Q3 		$584K Sell
5,411
-20
-0.4% -$2.29K 0.29% 60
2021
Q2 		$612K Sell
5,431
-724
-12% -$81.5K 0.3% 57
2021
Q1 		$666K Sell
6,155
-417
-6% -$44.6K 0.34% 19
2020
Q4 		$704K Buy
+6,572
New +$632K 0.39% 18

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

Sound Financial Strategies Group's ABBV Position: Q1 2026 in Review

Sound Financial Strategies Group sold out of AbbVie (ABBV) in Q1 2026, closing a stake of 1,155 shares — an estimated $264K sold.

Sound Financial Strategies Group first reported a position in ABBV in Q4 2020 and held it in 19 quarters. The position peaked at $1.05M in Q1 2023. 4,080 funds tracked by Wall St. Rank hold ABBV as of Q1 2026.

  • Sound Financial Strategies Group reported no remaining AbbVie position as of Q1 2026 after selling out during the quarter.
  • Sound Financial Strategies Group sold 1,155 AbbVie shares in Q1 2026, an estimated $264K.
  • Sound Financial Strategies Group first reported a position in AbbVie in Q4 2020 and held it in 19 quarters.
  • Sound Financial Strategies Group's AbbVie position peaked at $1.05M in Q1 2023.
  • 4,080 funds tracked by Wall St. Rank held AbbVie as of Q1 2026.

Based on Sound Financial Strategies Group's 13F filing for Q1 2026, filed 8 May 2026.