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Symphony Financial’s AbbVie ABBV Stock Holding History

Symphony 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
Q2 		$6.63M Buy
26,093
+1,706
+7% +$367K 0.73% 38
2026
Q1 		$5.27M Buy
24,387
+9,744
+67% +$2.16M 0.7% 42
2025
Q4 		$3.36M Sell
14,643
-3,949
-21% -$900K 0.45% 56
2025
Q3 		$4.23M Buy
18,592
+1,951
+12% +$397K 0.51% 49
2025
Q2 		$2.81M Buy
16,641
+13,427
+418% +$2.5M 0.37% 62
2025
Q1 		$558K Sell
3,214
-10,368
-76% -$2.02M 0.33% 54
2024
Q4 		$2.34M Buy
13,582
+102
+0.8% +$18.8K 0.37% 60
2024
Q3 		$2.63M Buy
13,480
+493
+4% +$92K 0.43% 57
2024
Q2 		$2.19M Buy
12,987
+949
+8% +$157K 0.4% 59
2024
Q1 		$2.19M Sell
12,038
-1,095
-8% -$189K 0.51% 51
2023
Q4 		$2.12M Buy
13,133
+7,311
+126% +$1.07M 0.46% 56
2023
Q3 		$823K Sell
5,822
-1,439
-20% -$211K 0.2% 85
2023
Q2 		$967K Sell
7,261
-806
-10% -$118K 0.24% 81
2023
Q1 		$1.27M Sell
8,067
-349
-4% -$53.4K 0.33% 62
2022
Q4 		$1.38M Sell
8,416
-963
-10% -$148K 0.36% 58
2022
Q3 		$1.34M Sell
9,379
-55
-0.6% -$7.89K 0.44% 55
2022
Q2 		$1.45M Sell
9,434
-2,998
-24% -$458K 0.43% 49
2022
Q1 		$2.15M Buy
12,432
+3,873
+45% +$563K 0.51% 42
2021
Q4 		$1.16M Buy
8,559
+1,791
+26% +$212K 0.32% 67
2021
Q3 		$737K Sell
6,768
-2,445
-27% -$279K 0.26% 67
2021
Q2 		$1.04M Buy
9,213
+658
+8% +$74.1K 0.35% 56
2021
Q1 		$902K Buy
8,555
+2,205
+35% +$236K 0.24% 69
2020
Q4 		$669K Sell
6,350
-1,259
-17% -$121K 0.24% 74
2020
Q3 		$666K Buy
7,609
+73
+1% +$6.87K 0.27% 61
2020
Q2 		$740K Buy
7,536
+2,230
+42% +$196K 0.36% 47
2020
Q1 		$399K Buy
+5,306
New +$452K 0.28% 59

Other funds holding ABBV

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Symphony Financial's ABBV Position: Q2 2026 in Review

Symphony Financial increased its AbbVie (ABBV) stake by 7% in Q2 2026, buying an estimated $367K and bringing the position to 26,093 shares worth $6.63M. The position accounts for 0.73% of the portfolio, ranked #38.

Symphony Financial first reported a position in ABBV in Q1 2020 and has held it in 26 quarters since. 4,209 funds tracked by Wall St. Rank hold ABBV as of Q2 2026.

  • Symphony Financial held 26,093 shares of AbbVie worth $6.63M as of Q2 2026.
  • Symphony Financial bought 1,706 AbbVie shares in Q2 2026, an estimated $367K.
  • AbbVie made up 0.73% of Symphony Financial's portfolio in Q2 2026, its #38 holding.
  • Symphony Financial first reported a position in AbbVie in Q1 2020 and has held it in 26 quarters since.
  • 4,209 funds tracked by Wall St. Rank held AbbVie as of Q2 2026.

Based on Symphony Financial's 13F filing for Q2 2026, filed 4 Aug 2026.