Spartan Planning & Wealth Management’s AbbVie ABBV Stock Holding History

Spartan Planning & 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	$522K	Sell	2,401 -1,241	-34%	-$275K	0.39%	37
2025 Q4	$832K	Buy	3,642 +258	+8%	+$58.8K	0.61%	30
2025 Q3	$784K	Buy	3,384 +1,735	+105%	+$353K	0.61%	32
2025 Q2	$306K	Sell	1,649 -1,365	-45%	-$254K	0.26%	64
2025 Q1	$631K	Buy	3,014 +1,574	+109%	+$306K	0.61%	35
2024 Q4	$256K	Buy	+1,440	New	+$265K	0.23%	59
2023 Q4	$333K	Buy	2,150 +1,606	+295%	+$234K	0.36%	36
2023 Q3	$81.1K	Buy	+544	New	+$79.9K	0.1%	78
2022 Q4	$186K	Buy	1,148 +311	+37%	+$47.7K	0.23%	64
2022 Q3	$112K	Sell	837 -552	-40%	-$79.2K	0.15%	35
2022 Q2	$213K	Buy	1,389 +780	+128%	+$119K	0.28%	31
2022 Q1	$99K	Buy	+609	New	+$88.5K	0.12%	68

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

Spartan Planning & Wealth Management's ABBV Position: Q1 2026 in Review

Spartan Planning & Wealth Management reduced its AbbVie (ABBV) stake by 34% in Q1 2026, selling an estimated $275K and leaving 2,401 shares worth $522K. The position accounts for 0.39% of the portfolio, ranked #37.

Spartan Planning & Wealth Management first reported a position in ABBV in Q1 2022 and has held it in 12 quarters since. The position peaked at $832K in Q4 2025. 4,075 funds tracked by Wall St. Rank hold ABBV as of Q1 2026.

Spartan Planning & Wealth Management held 2,401 shares of AbbVie worth $522K as of Q1 2026.
Spartan Planning & Wealth Management sold 1,241 AbbVie shares in Q1 2026, an estimated $275K.
AbbVie made up 0.39% of Spartan Planning & Wealth Management's portfolio in Q1 2026, its #37 holding.
Spartan Planning & Wealth Management first reported a position in AbbVie in Q1 2022 and has held it in 12 quarters since.
Spartan Planning & Wealth Management's AbbVie position peaked at $832K in Q4 2025.
4,075 funds tracked by Wall St. Rank held AbbVie as of Q1 2026.

Based on Spartan Planning & Wealth Management's 13F filing for Q1 2026, filed 16 Apr 2026.