SF
ABBV icon

Summit Financial’s AbbVie ABBV Stock Holding History

Summit Financial’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 		$19.4M Buy
89,029
+20,873
+31% +$4.63M 0.25% 76
2025
Q4 		$15.6M Buy
68,156
+266
+0.4% +$60.6K 0.23% 82
2025
Q3 		$15.7M Buy
67,890
+2,235
+3% +$455K 0.24% 80
2025
Q2 		$12.2M Buy
65,655
+6,209
+10% +$1.15M 0.28% 64
2025
Q1 		$12.5M Buy
59,446
+11,701
+25% +$2.27M 0.35% 55
2024
Q4 		$8.48M Buy
47,745
+7,664
+19% +$1.41M 0.3% 60
2024
Q3 		$7.92M Buy
40,081
+1,570
+4% +$293K 0.31% 57
2024
Q2 		$6.61M Buy
38,511
+15,912
+70% +$2.64M 0.3% 57
2024
Q1 		$4.12M Buy
22,599
+6,764
+43% +$1.17M 0.24% 53
2023
Q4 		$2.45M Sell
15,835
-14,247
-47% -$2.08M 0.16% 88
2023
Q3 		$4.48M Buy
30,082
+4,376
+17% +$642K 0.33% 43
2023
Q2 		$3.46M Buy
25,706
+16,261
+172% +$2.38M 0.25% 54
2023
Q1 		$1.51M Buy
9,445
+466
+5% +$71.2K 0.13% 82
2022
Q4 		$1.45M Buy
8,979
+4,965
+124% +$761K 0.14% 82
2022
Q3 		$539K Buy
4,014
+1,367
+52% +$196K 0.05% 163
2022
Q2 		$405K Sell
2,647
-223
-8% -$34.1K 0.04% 168
2022
Q1 		$465K Buy
2,870
+337
+13% +$49K 0.04% 182
2021
Q4 		$343K Buy
+2,533
New +$299K 0.03% 200

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

Summit Financial's ABBV Position: Q1 2026 in Review

Summit Financial increased its AbbVie (ABBV) stake by 31% in Q1 2026, buying an estimated $4.63M and bringing the position to 89,029 shares worth $19.4M. The position accounts for 0.25% of the portfolio, ranked #76.

Summit Financial first reported a position in ABBV in Q4 2021 and has held it in 18 quarters since. 4,079 funds tracked by Wall St. Rank hold ABBV as of Q1 2026.

  • Summit Financial held 89,029 shares of AbbVie worth $19.4M as of Q1 2026.
  • Summit Financial bought 20,873 AbbVie shares in Q1 2026, an estimated $4.63M.
  • AbbVie made up 0.25% of Summit Financial's portfolio in Q1 2026, its #76 holding.
  • Summit Financial first reported a position in AbbVie in Q4 2021 and has held it in 18 quarters since.
  • 4,079 funds tracked by Wall St. Rank held AbbVie as of Q1 2026.

Based on Summit Financial's 13F filing for Q1 2026, filed 15 May 2026.