Summit Wealth & Retirement Planning’s AbbVie ABBV Stock Holding History

Summit Wealth & Retirement Planning’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	$827K	Buy	3,802 +323	+9%	+$71.6K	0.2%	43
2025 Q4	$795K	Buy	3,479 +22	+0.6%	+$5.01K	0.19%	41
2025 Q3	$800K	Hold	3,457	–	–	0.2%	39
2025 Q2	$642K	Buy	3,457 +1,644	+91%	+$306K	0.17%	42
2025 Q1	$380K	Buy	1,813 +358	+25%	+$69.6K	0.12%	53
2024 Q4	$259K	Buy	1,455 +205	+16%	+$37.7K	0.08%	63
2024 Q3	$247K	Hold	1,250	–	–	0.08%	60
2024 Q2	$214K	Hold	1,250	–	–	0.07%	62
2024 Q1	$228K	Buy	+1,250	New	+$215K	0.08%	60
2022 Q1	–	Sell	-2,215	Closed	-$300K	–	103
2021 Q4	$300K	Buy	2,215 +171	+8%	+$20.2K	0.1%	76
2021 Q3	$220K	Buy	+2,044	New	+$234K	0.08%	80
2021 Q1	–	Sell	-4,632	Closed	-$496K	–	100
2020 Q4	$496K	Hold	4,632	–	–	0.19%	81
2020 Q3	$406K	Hold	4,632	–	–	0.17%	81
2020 Q2	$455K	Buy	4,632 +59	+1%	+$5.2K	0.21%	77
2020 Q1	$348K	Hold	4,573	–	–	0.19%	85
2019 Q4	$405K	Sell	4,573 -10	-0.2%	-$830	0.18%	94
2019 Q3	$347K	Hold	4,583	–	–	0.21%	92
2019 Q2	$333K	Hold	4,583	–	–	0.19%	103
2019 Q1	$369K	Buy	4,583 +965	+27%	+$78.9K	0.22%	94
2018 Q4	$334K	Buy	+3,618	New	+$318K	0.25%	80

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 Wealth & Retirement Planning's ABBV Position: Q1 2026 in Review

Summit Wealth & Retirement Planning increased its AbbVie (ABBV) stake by 9.3% in Q1 2026, buying an estimated $71.6K and bringing the position to 3,802 shares worth $827K. The position accounts for 0.2% of the portfolio, ranked #43.

Summit Wealth & Retirement Planning first reported a position in ABBV in Q4 2018 and has held it in 20 quarters since. 4,075 funds tracked by Wall St. Rank hold ABBV as of Q1 2026.

Summit Wealth & Retirement Planning held 3,802 shares of AbbVie worth $827K as of Q1 2026.
Summit Wealth & Retirement Planning bought 323 AbbVie shares in Q1 2026, an estimated $71.6K.
AbbVie made up 0.2% of Summit Wealth & Retirement Planning's portfolio in Q1 2026, its #43 holding.
Summit Wealth & Retirement Planning first reported a position in AbbVie in Q4 2018 and has held it in 20 quarters since.
4,075 funds tracked by Wall St. Rank held AbbVie as of Q1 2026.

Based on Summit Wealth & Retirement Planning's 13F filing for Q1 2026, filed 11 May 2026.