SWP
ABBV icon

Summit Wealth Partners’s AbbVie ABBV Stock Holding History

Summit Wealth Partners’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 		$804K Buy
3,699
+1,483
+67% +$329K 0.13% 120
2025
Q4 		$506K Sell
2,216
-1,472
-40% -$335K 0.09% 126
2025
Q3 		$854K Buy
3,688
+1
+0% +$204 0.15% 93
2025
Q2 		$684K Buy
3,687
+2
+0.1% +$372 0.13% 105
2025
Q1 		$772K Buy
3,685
+102
+3% +$19.8K 0.16% 96
2024
Q4 		$637K Buy
3,583
+321
+10% +$59K 0.13% 110
2024
Q3 		$644K Sell
3,262
-28
-0.9% -$5.23K 0.12% 120
2024
Q2 		$564K Sell
3,290
-14
-0.4% -$2.32K 0.12% 123
2024
Q1 		$602K Buy
3,304
+2
+0.1% +$345 0.13% 112
2023
Q4 		$512K Buy
3,302
+2
+0.1% +$292 0.12% 119
2023
Q3 		$492K Buy
3,300
+332
+11% +$48.7K 0.13% 110
2023
Q2 		$400K Sell
2,968
-154
-5% -$22.6K 0.1% 126
2023
Q1 		$498K Buy
3,122
+2
+0.1% +$306 0.13% 103
2022
Q4 		$504K Buy
3,120
+54
+2% +$8.28K 0.13% 106
2022
Q3 		$411K Buy
3,066
+185
+6% +$26.5K 0.12% 103
2022
Q2 		$441K Buy
2,881
+15
+0.5% +$2.29K 0.12% 99
2022
Q1 		$465K Sell
2,866
-390
-12% -$56.7K 0.11% 101
2021
Q4 		$441K Buy
3,256
+11
+0.3% +$1.3K 0.09% 103
2021
Q3 		$350K Buy
3,245
+10
+0.3% +$1.14K 0.08% 110
2021
Q2 		$364K Buy
3,235
+359
+12% +$40.4K 0.09% 108
2021
Q1 		$311K Buy
2,876
+470
+20% +$50.3K 0.08% 120
2020
Q4 		$258K Sell
2,406
-44
-2% -$4.23K 0.07% 126
2020
Q3 		$215K Buy
+2,450
New +$231K 0.06% 143
2020
Q1 		– Sell
-2,783
Closed -$246K – 109
2019
Q4 		$246K Buy
+2,783
New +$231K 0.09% 105

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 Wealth Partners's ABBV Position: Q1 2026 in Review

Summit Wealth Partners increased its AbbVie (ABBV) stake by 67% in Q1 2026, buying an estimated $329K and bringing the position to 3,699 shares worth $804K. The position accounts for 0.13% of the portfolio, ranked #120.

Summit Wealth Partners first reported a position in ABBV in Q4 2019 and has held it in 24 quarters since. The position peaked at $854K in Q3 2025. 4,080 funds tracked by Wall St. Rank hold ABBV as of Q1 2026.

  • Summit Wealth Partners held 3,699 shares of AbbVie worth $804K as of Q1 2026.
  • Summit Wealth Partners bought 1,483 AbbVie shares in Q1 2026, an estimated $329K.
  • AbbVie made up 0.13% of Summit Wealth Partners's portfolio in Q1 2026, its #120 holding.
  • Summit Wealth Partners first reported a position in AbbVie in Q4 2019 and has held it in 24 quarters since.
  • Summit Wealth Partners's AbbVie position peaked at $854K in Q3 2025.
  • 4,080 funds tracked by Wall St. Rank held AbbVie as of Q1 2026.

Based on Summit Wealth Partners's 13F filing for Q1 2026, filed 17 Apr 2026.