Summit Securities Group’s AbbVie ABBV Stock Holding History

Summit Securities Group’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
2024 Q1	–	Sell	-10,000	Closed	-$1.55M	–	411
2023 Q4	$1.55M	Hold	10,000	–	–	0.14%	106
2023 Q3	$1.49M	Hold	10,000	–	–	0.15%	73
2023 Q2	$1.35M	Hold	10,000	–	–	0.18%	78
2023 Q1	$1.59M	Buy	+10,000	New	+$1.53M	0.13%	73
2021 Q4	–	Sell	-792	Closed	-$8.54M	–	782
2021 Q3	$8.54M	Buy	792 +542	+217%	+$61.9K	0.67%	29
2021 Q2	$2.82M	Sell	250 -20	-7%	-$2.25K	0.23%	97
2021 Q1	$2.92M	Sell	270 -30	-10%	-$3.21K	0.32%	65
2020 Q4	$3.21M	Sell	300 -98	-25%	-$9.42K	0.27%	100
2020 Q3	$3.49M	Buy	398 +298	+298%	+$28.1K	0.37%	55
2020 Q2	$982K	Hold	100	–	–	0.12%	150
2020 Q1	$762K	Sell	100 -400	-80%	-$34.1K	0.13%	132
2019 Q4	$4.43M	Hold	500	–	–	0.33%	68
2019 Q3	$3.79M	Sell	500 -200	-29%	-$13.7K	0.34%	50
2019 Q2	$5.09M	Buy	+700	New	+$55K	0.59%	34
2017 Q4	–	Sell	-229	Closed	-$2.04M	–	162
2017 Q3	$2.04M	Buy	+229	New	+$17.4K	0.35%	33
2015 Q1	–	Sell	-97	Closed	-$115K	–	368
2014 Q4	$115K	Buy	+97	New	+$6.12K	0.03%	254

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

Summit Securities Group's ABBV Position: Q1 2026 in Review

Summit Securities Group increased its AbbVie (ABBV) stake by 56% in Q1 2026, buying an estimated $356K and bringing the position to 4,490 shares worth $977K. The position accounts for 0.12% of the portfolio, ranked #95.

Summit Securities Group first reported a position in ABBV in Q2 2013 and has held it in 48 quarters since. The position peaked at $14.1M in Q4 2021. 4,077 funds tracked by Wall St. Rank hold ABBV as of Q1 2026.

Summit Securities Group held 4,490 shares of AbbVie worth $977K as of Q1 2026.
Summit Securities Group bought 1,604 AbbVie shares in Q1 2026, an estimated $356K.
AbbVie made up 0.12% of Summit Securities Group's portfolio in Q1 2026, its #95 holding.
Summit Securities Group first reported a position in AbbVie in Q2 2013 and has held it in 48 quarters since.
Summit Securities Group's AbbVie position peaked at $14.1M in Q4 2021.
4,077 funds tracked by Wall St. Rank held AbbVie as of Q1 2026.

Based on Summit Securities Group's 13F filing for Q1 2026, filed 30 Apr 2026.