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SYM Financial Corp’s AbbVie ABBV Stock Holding History

SYM Financial Corp’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 		$836K Buy
3,845
+100
+3% +$22.2K 0.08% 70
2025
Q4 		$856K Sell
3,745
-660
-15% -$150K 0.09% 66
2025
Q3 		$1.02M Sell
4,405
-3,345
-43% -$681K 0.11% 54
2025
Q2 		$1.44M Buy
7,750
+1,479
+24% +$275K 0.16% 36
2025
Q1 		$1.31M Buy
6,271
+3,865
+161% +$751K 0.16% 38
2024
Q4 		$428K Buy
2,406
+103
+4% +$18.9K 0.06% 115
2024
Q3 		$455K Buy
2,303
+193
+9% +$36K 0.06% 76
2024
Q2 		$362K Buy
+2,110
New +$350K 0.06% 82
2024
Q1 		– Sell
-1,652
Closed -$256K – 168
2023
Q4 		$256K Buy
1,652
+118
+8% +$17.2K 0.04% 82
2023
Q3 		$229K Buy
+1,534
New +$225K 0.04% 83
2023
Q1 		– Sell
-1,572
Closed -$254K – 106
2022
Q4 		$254K Sell
1,572
-71
-4% -$10.9K 0.06% 55
2022
Q3 		$221K Sell
1,643
-13
-0.8% -$1.86K 0.11% 56
2022
Q2 		$254K Buy
1,656
+13
+0.8% +$1.99K 0.12% 50
2022
Q1 		$266K Buy
+1,643
New +$239K 0.11% 47

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

SYM Financial Corp's ABBV Position: Q1 2026 in Review

SYM Financial Corp increased its AbbVie (ABBV) stake by 2.7% in Q1 2026, buying an estimated $22.2K and bringing the position to 3,845 shares worth $836K. The position accounts for 0.08% of the portfolio, ranked #70.

SYM Financial Corp first reported a position in ABBV in Q1 2022 and has held it in 14 quarters since. The position peaked at $1.44M in Q2 2025. 4,078 funds tracked by Wall St. Rank hold ABBV as of Q1 2026.

  • SYM Financial Corp held 3,845 shares of AbbVie worth $836K as of Q1 2026.
  • SYM Financial Corp bought 100 AbbVie shares in Q1 2026, an estimated $22.2K.
  • AbbVie made up 0.08% of SYM Financial Corp's portfolio in Q1 2026, its #70 holding.
  • SYM Financial Corp first reported a position in AbbVie in Q1 2022 and has held it in 14 quarters since.
  • SYM Financial Corp's AbbVie position peaked at $1.44M in Q2 2025.
  • 4,078 funds tracked by Wall St. Rank held AbbVie as of Q1 2026.

Based on SYM Financial Corp's 13F filing for Q1 2026, filed 8 May 2026.