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Summit Financial Strategies’s AbbVie ABBV Stock Holding History

Summit Financial Strategies’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 		$2.33M Sell
9,278
-4,873
-34% -$1.05M 0.16% 49
2026
Q1 		$3.08M Buy
14,151
+4,672
+49% +$1.04M 0.24% 40
2025
Q4 		$2.17M Sell
9,479
-15
-0.2% -$3.42K 0.18% 47
2025
Q3 		$2.2M Sell
9,494
-187
-2% -$38.1K 0.19% 45
2025
Q2 		$1.8M Buy
9,681
+52
+0.5% +$9.66K 0.17% 46
2025
Q1 		$2.02M Buy
9,629
+172
+2% +$33.4K 0.2% 42
2024
Q4 		$1.68M Buy
9,457
+4,441
+89% +$817K 0.19% 45
2024
Q3 		$990K Sell
5,016
-71
-1% -$13.3K 0.11% 57
2024
Q2 		$873K Sell
5,087
-18
-0.4% -$2.98K 0.11% 59
2024
Q1 		$930K Sell
5,105
-1,144
-18% -$197K 0.13% 58
2023
Q4 		$968K Sell
6,249
-140
-2% -$20.4K 0.15% 52
2023
Q3 		$952K Sell
6,389
-256
-4% -$37.6K 0.18% 42
2023
Q2 		$895K Buy
6,645
+41
+0.6% +$6.01K 0.17% 45
2023
Q1 		$1.05M Sell
6,604
-31
-0.5% -$4.74K 0.21% 40
2022
Q4 		$1.07M Sell
6,635
-277
-4% -$42.5K 0.23% 36
2022
Q3 		$928K Buy
6,912
+269
+4% +$38.6K 0.22% 36
2022
Q2 		$1.02M Buy
6,643
+352
+6% +$53.8K 0.24% 36
2022
Q1 		$1.02M Sell
6,291
-547
-8% -$79.5K 0.21% 35
2021
Q4 		$926K Hold
6,838
– – 0.18% 41
2021
Q3 		$738K Hold
6,838
– – 0.14% 49
2021
Q2 		$770K Buy
6,838
+2,671
+64% +$301K 0.15% 45
2021
Q1 		$451K Sell
4,167
-912
-18% -$97.5K 0.16% 35
2020
Q4 		$544K Sell
5,079
-488
-9% -$46.9K 0.19% 39
2020
Q3 		$488K Buy
5,567
+4
+0.1% +$377 0.2% 36
2020
Q2 		$546K Buy
5,563
+370
+7% +$32.6K 0.24% 31
2020
Q1 		$396K Sell
5,193
-350
-6% -$29.8K 0.21% 32
2019
Q4 		$491K Buy
5,543
+66
+1% +$5.48K 0.24% 30
2019
Q3 		$415K Sell
5,477
-626
-10% -$42.9K 0.2% 31
2019
Q2 		$444K Sell
6,103
-167
-3% -$13.1K 0.22% 29
2019
Q1 		$505K Sell
6,270
-15
-0.2% -$1.23K 0.26% 27
2018
Q4 		$579K Hold
6,285
– – 0.32% 26
2018
Q3 		$594K Sell
6,285
-2,511
-29% -$238K 0.27% 23
2018
Q2 		$815K Buy
8,796
+3,346
+61% +$327K 0.4% 20
2018
Q1 		$516K Buy
5,450
+1,675
+44% +$184K 0.27% 22
2017
Q4 		$365K Hold
3,775
– – 0.19% 32
2017
Q3 		$335K Sell
3,775
-205
-5% -$15.6K 0.19% 31
2017
Q2 		$289K Buy
+3,980
New +$268K 0.17% 34
2017
Q1 		– Sell
-3,262
Closed -$204K – 40
2016
Q4 		$204K Hold
3,262
– – 0.14% 41
2016
Q3 		$206K Sell
3,262
-1,204
-27% -$77.9K 0.14% 40
2016
Q2 		$276K Hold
4,466
– – 0.2% 32
2016
Q1 		$255K Hold
4,466
– – 0.19% 35
2015
Q4 		$265K Hold
4,466
– – 0.21% 38
2015
Q3 		$243K Sell
4,466
-244
-5% -$15.9K 0.2% 39
2015
Q2 		$316K Sell
4,710
-163
-3% -$10.6K 0.25% 35
2015
Q1 		$285K Buy
+4,873
New +$294K 0.23% 32

Other funds holding ABBV

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
ECSS
Eurizon Capital SGR SpA Milan $37.3B AUM
ATO
Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Summit Financial Strategies's ABBV Position: Q2 2026 in Review

Summit Financial Strategies reduced its AbbVie (ABBV) stake by 34% in Q2 2026, selling an estimated $1.05M and leaving 9,278 shares worth $2.33M. The position accounts for 0.16% of the portfolio, ranked #49.

Summit Financial Strategies first reported a position in ABBV in Q1 2015 and has held it in 45 quarters since. The position peaked at $3.08M in Q1 2026. 2,121 funds tracked by Wall St. Rank hold ABBV as of Q2 2026.

  • Summit Financial Strategies held 9,278 shares of AbbVie worth $2.33M as of Q2 2026.
  • Summit Financial Strategies sold 4,873 AbbVie shares in Q2 2026, an estimated $1.05M.
  • AbbVie made up 0.16% of Summit Financial Strategies's portfolio in Q2 2026, its #49 holding.
  • Summit Financial Strategies first reported a position in AbbVie in Q1 2015 and has held it in 45 quarters since.
  • Summit Financial Strategies's AbbVie position peaked at $3.08M in Q1 2026.
  • 2,121 funds tracked by Wall St. Rank held AbbVie as of Q2 2026.

Based on Summit Financial Strategies's 13F filing for Q2 2026, filed 24 Jul 2026.