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Summit Financial Wealth Advisors’s AbbVie ABBV Stock Holding History

Summit Financial Wealth 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
Q2 		$1.6M Buy
6,343
+483
+8% +$104K 0.2% 64
2026
Q1 		$1.27M Buy
5,860
+17
+0.3% +$3.77K 0.18% 67
2025
Q4 		$1.34M Buy
5,843
+25
+0.4% +$5.7K 0.19% 65
2025
Q3 		$1.42M Buy
5,818
+269
+5% +$54.8K 0.22% 57
2025
Q2 		$1.03M Sell
5,549
-210
-4% -$39K 0.18% 62
2025
Q1 		$1.21M Buy
5,759
+9
+0.2% +$1.75K 0.24% 51
2024
Q4 		$1.09M Hold
5,750
– – 0.21% 57
2024
Q3 		$1.14M Hold
5,750
– – 0.21% 54
2024
Q2 		$986K Hold
5,750
– – 0.2% 56
2024
Q1 		$1.05M Buy
5,750
+213
+4% +$36.7K 0.21% 54
2023
Q4 		$858K Buy
5,537
+290
+6% +$42.3K 0.19% 59
2023
Q3 		$746K Sell
5,247
-201
-4% -$29.5K 0.18% 59
2023
Q2 		$734K Hold
5,448
– – 0.17% 62
2023
Q1 		$868K Sell
5,448
-326
-6% -$49.8K 0.21% 57
2022
Q4 		$933K Hold
5,774
– – 0.23% 55
2022
Q3 		$886K Sell
5,774
-70
-1% -$10K 0.25% 49
2022
Q2 		$878K Buy
5,844
+354
+6% +$54.1K 0.21% 55
2022
Q1 		$890K Sell
5,490
-100
-2% -$14.5K 0.18% 57
2021
Q4 		$756K Hold
5,590
– – 0.15% 63
2021
Q3 		$603K Buy
5,590
+91
+2% +$10.4K 0.14% 72
2021
Q2 		$619K Sell
5,499
-46
-0.8% -$5.18K 0.14% 68
2021
Q1 		$594K Sell
5,545
-571
-9% -$61.1K 0.15% 63
2020
Q4 		$536K Sell
6,116
-660
-10% -$63.4K 0.15% 63
2020
Q3 		$598K Sell
6,776
-229
-3% -$21.6K 0.16% 63
2020
Q2 		$695K Buy
7,005
+256
+4% +$22.5K 0.19% 61
2020
Q1 		$511K Sell
6,749
-1
-0% -$85 0.16% 71
2019
Q4 		$567K Buy
6,750
+18
+0.3% +$1.49K 0.14% 81
2019
Q3 		$496K Sell
6,732
-17,688
-72% -$1.21M 0.12% 95
2019
Q2 		$1.78M Sell
24,420
-58,511
-71% -$4.6M 0.43% 54
2019
Q1 		$6.89M Buy
82,931
+2,493
+3% +$204K 1.82% 13
2018
Q4 		$7.42M Buy
80,438
+3,266
+4% +$287K 2.41% 9
2018
Q3 		$6.88M Buy
77,172
+3,446
+5% +$327K 2.06% 7
2018
Q2 		$6.98M Hold
73,726
– – 2.33% 7
2018
Q1 		$6.98M Sell
73,726
-9,214
-11% -$1.01M 2.29% 7
2017
Q4 		$8.02M Buy
82,940
+632
+0.8% +$59.6K 2.76% 7
2017
Q3 		$7.31M Buy
82,308
+17,183
+26% +$1.31M 2.66% 6
2017
Q2 		$4.72M Buy
65,125
+6,187
+10% +$416K 1.87% 9
2017
Q1 		$3.84M Buy
58,938
+12,313
+26% +$774K 1.68% 14
2016
Q4 		$2.92M Sell
46,625
-7,664
-14% -$468K 1.28% 26
2016
Q3 		$3.42M Buy
54,289
+850
+2% +$55K 1.48% 19
2016
Q2 		$3.31M Sell
53,439
-3,082
-5% -$188K 1.38% 24
2016
Q1 		$3.23M Buy
56,521
+100
+0.2% +$5.57K 1.41% 23
2015
Q4 		$3.34M Buy
56,421
+7,681
+16% +$442K 1.53% 21
2015
Q3 		$2.65M Buy
48,740
+1,125
+2% +$73.2K 1.71% 17
2015
Q2 		$3.2M Hold
47,615
– – 1.98% 17
2015
Q1 		$3.11M Sell
47,615
-30
-0.1% -$1.81K 2.11% 18
2014
Q4 		$3.12M Buy
+47,645
New +$3M 2.16% 17

Other funds holding ABBV

LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
HCM
Hamlin Capital Management New York $4.45B AUM 22.95% 1-Year Est. Return
AAMU
AEGON Asset Management (UK) Edinburgh, United Kingdom $9.38B AUM 48.94% 1-Year Est. Return
HPC
HM Payson & Co Portland, Maine $7.54B AUM 31.34% 1-Year Est. Return
CRM
Cardano Risk Management Rotterdam, Netherlands $13B AUM 49.44% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Summit Financial Wealth Advisors's ABBV Position: Q2 2026 in Review

Summit Financial Wealth Advisors increased its AbbVie (ABBV) stake by 8.2% in Q2 2026, buying an estimated $104K and bringing the position to 6,343 shares worth $1.6M. The position accounts for 0.2% of the portfolio, ranked #64.

Summit Financial Wealth Advisors first reported a position in ABBV in Q4 2014 and has held it in 47 quarters since. The position peaked at $8.02M in Q4 2017. 803 funds tracked by Wall St. Rank hold ABBV as of Q2 2026.

  • Summit Financial Wealth Advisors held 6,343 shares of AbbVie worth $1.6M as of Q2 2026.
  • Summit Financial Wealth Advisors bought 483 AbbVie shares in Q2 2026, an estimated $104K.
  • AbbVie made up 0.2% of Summit Financial Wealth Advisors's portfolio in Q2 2026, its #64 holding.
  • Summit Financial Wealth Advisors first reported a position in AbbVie in Q4 2014 and has held it in 47 quarters since.
  • Summit Financial Wealth Advisors's AbbVie position peaked at $8.02M in Q4 2017.
  • 803 funds tracked by Wall St. Rank held AbbVie as of Q2 2026.

Based on Summit Financial Wealth Advisors's 13F filing for Q2 2026, filed 15 Jul 2026.