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Sterling Financial Planning’s AbbVie ABBV Stock Holding History

Sterling Financial Planning’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 		$350K Buy
1,389
+100
+8% +$21.5K 0.1% 91
2026
Q1 		$280K Hold
1,289
– – 0.08% 97
2025
Q4 		$295K Sell
1,289
-33
-2% -$7.52K 0.09% 92
2025
Q3 		$306K Sell
1,322
-30
-2% -$6.11K 0.1% 89
2025
Q2 		$251K Hold
1,352
– – 0.08% 99
2025
Q1 		$283K Hold
1,352
– – 0.1% 88
2024
Q4 		$240K Sell
1,352
-750
-36% -$138K 0.09% 97
2024
Q3 		$415K Hold
2,102
– – 0.15% 79
2024
Q2 		$361K Hold
2,102
– – 0.15% 80
2024
Q1 		$383K Sell
2,102
-90
-4% -$15.5K 0.16% 80
2023
Q4 		$340K Sell
2,192
-183
-8% -$26.7K 0.15% 80
2023
Q3 		$354K Hold
2,375
– – 0.18% 75
2023
Q2 		$320K Sell
2,375
-16
-0.7% -$2.35K 0.16% 75
2023
Q1 		$381K Sell
2,391
-1
-0% -$153 0.21% 67
2022
Q4 		$387K Sell
2,392
-108
-4% -$16.6K 0.23% 65
2022
Q3 		$336K Hold
2,500
– – 0.24% 67
2022
Q2 		$383K Sell
2,500
-36
-1% -$5.5K 0.27% 59
2022
Q1 		$411K Sell
2,536
-40
-2% -$5.81K 0.26% 57
2021
Q4 		$349K Hold
2,576
– – 0.22% 68
2021
Q3 		$278K Sell
2,576
-176
-6% -$20.1K 0.18% 70
2021
Q2 		$310K Buy
2,752
+250
+10% +$28.2K 0.2% 60
2021
Q1 		$271K Hold
2,502
– – 0.19% 62
2020
Q4 		$268K Buy
+2,502
New +$240K 0.22% 60

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

Sterling Financial Planning's ABBV Position: Q2 2026 in Review

Sterling Financial Planning increased its AbbVie (ABBV) stake by 7.8% in Q2 2026, buying an estimated $21.5K and bringing the position to 1,389 shares worth $350K. The position accounts for 0.1% of the portfolio, ranked #91.

Sterling Financial Planning first reported a position in ABBV in Q4 2020 and has held it in 23 quarters since. The position peaked at $415K in Q3 2024. 4,192 funds tracked by Wall St. Rank hold ABBV as of Q2 2026.

  • Sterling Financial Planning held 1,389 shares of AbbVie worth $350K as of Q2 2026.
  • Sterling Financial Planning bought 100 AbbVie shares in Q2 2026, an estimated $21.5K.
  • AbbVie made up 0.1% of Sterling Financial Planning's portfolio in Q2 2026, its #91 holding.
  • Sterling Financial Planning first reported a position in AbbVie in Q4 2020 and has held it in 23 quarters since.
  • Sterling Financial Planning's AbbVie position peaked at $415K in Q3 2024.
  • 4,192 funds tracked by Wall St. Rank held AbbVie as of Q2 2026.

Based on Sterling Financial Planning's 13F filing for Q2 2026, filed 11 Aug 2026.