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Synergy Investment Management’s AbbVie ABBV Stock Holding History

Synergy Investment Management’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 		$242K Buy
949
+190
+25% +$40.9K 0.06% 154
2026
Q1 		$165K Buy
+759
New +$168K 0.05% 150
2025
Q2 		– Sell
-263
Closed -$55.1K – 84
2025
Q1 		$55.1K Sell
263
-8
-3% -$1.55K 0.02% 222
2024
Q4 		$48.2K Buy
+271
New +$49.8K 0.02% 246

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

Synergy Investment Management's ABBV Position: Q2 2026 in Review

Synergy Investment Management increased its AbbVie (ABBV) stake by 25% in Q2 2026, buying an estimated $40.9K and bringing the position to 949 shares worth $242K. The position accounts for 0.06% of the portfolio, ranked #154.

Synergy Investment Management first reported a position in ABBV in Q4 2024 and has held it in 4 quarters since. 4,188 funds tracked by Wall St. Rank hold ABBV as of Q2 2026.

  • Synergy Investment Management held 949 shares of AbbVie worth $242K as of Q2 2026.
  • Synergy Investment Management bought 190 AbbVie shares in Q2 2026, an estimated $40.9K.
  • AbbVie made up 0.06% of Synergy Investment Management's portfolio in Q2 2026, its #154 holding.
  • Synergy Investment Management first reported a position in AbbVie in Q4 2024 and has held it in 4 quarters since.
  • 4,188 funds tracked by Wall St. Rank held AbbVie as of Q2 2026.

Based on Synergy Investment Management's 13F filing for Q2 2026, filed 14 Aug 2026.