The Family Firm’s AbbVie ABBV Stock Holding History

The Family Firm’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
2025 Q2	–	Sell	-4,922	Closed	-$1.03M	–	88
2025 Q1	$1.03M	Sell	4,922 -71	-1%	-$13.8K	0.23%	77
2024 Q4	$887K	Buy	4,993 +26	+0.5%	+$4.78K	0.2%	81
2024 Q3	$981K	Buy	4,967 +154	+3%	+$28.7K	0.21%	79
2024 Q2	$825K	Buy	4,813 +26	+0.5%	+$4.31K	0.18%	82
2024 Q1	$872K	Buy	4,787 +31	+0.7%	+$5.34K	0.21%	83
2023 Q4	$737K	Buy	4,756 +38	+0.8%	+$5.54K	0.19%	87
2023 Q3	$703K	Buy	4,718 +33	+0.7%	+$4.84K	0.2%	85
2023 Q2	$631K	Buy	4,685 +35	+0.8%	+$5.13K	0.17%	92
2023 Q1	$741K	Buy	4,650 +34	+0.7%	+$5.2K	0.21%	84
2022 Q4	$746K	Buy	4,616 +31	+0.7%	+$4.75K	0.22%	80
2022 Q3	$615K	Sell	4,585 -29	-0.6%	-$4.16K	0.2%	86
2022 Q2	$707K	Buy	4,614 +80	+2%	+$12.2K	0.21%	83
2022 Q1	$735K	Buy	4,534 +33	+0.7%	+$4.79K	0.19%	82
2021 Q4	$609K	Buy	4,501 +31	+0.7%	+$3.66K	0.16%	87
2021 Q3	$485K	Buy	4,470 +30	+0.7%	+$3.43K	0.13%	99
2021 Q2	$500K	Buy	4,440 +29	+0.7%	+$3.27K	0.14%	99
2021 Q1	$477K	Buy	4,411 +33	+0.8%	+$3.53K	0.14%	99
2020 Q4	$484K	Buy	4,378 +208	+5%	+$20K	0.14%	97
2020 Q3	$365K	Sell	4,170 -150	-3%	-$14.1K	0.13%	106
2020 Q2	$424K	Buy	4,320 +260	+6%	+$22.9K	0.16%	96
2020 Q1	$309K	Buy	4,060 +4	+0.1%	+$341	0.13%	100
2019 Q4	$359K	Sell	4,056 -116	-3%	-$9.63K	0.12%	108
2019 Q3	$316K	Buy	4,172 +5	+0.1%	+$343	0.11%	113
2019 Q2	$303K	Buy	4,167 +3	+0.1%	+$236	0.11%	112
2019 Q1	$336K	Buy	4,164 +4	+0.1%	+$327	0.12%	107
2018 Q4	$383K	Buy	4,160 +88	+2%	+$7.74K	0.15%	85
2018 Q3	$385K	Sell	4,072 -419	-9%	-$39.7K	0.14%	92
2018 Q2	$416K	Sell	4,491 -89	-2%	-$8.69K	0.16%	83
2018 Q1	$433K	Sell	4,580 -85	-2%	-$9.34K	0.17%	80
2017 Q4	$451K	Buy	4,665 +3	+0.1%	+$283	0.18%	75
2017 Q3	$414K	Buy	4,662 +8	+0.2%	+$609	0.17%	81
2017 Q2	$337K	Buy	4,654 +802	+21%	+$53.9K	0.15%	86
2017 Q1	$251K	Sell	3,852 -212	-5%	-$13.3K	0.12%	98
2016 Q4	$254K	Sell	4,064 -528	-11%	-$32.2K	0.12%	97
2016 Q3	$290K	Buy	4,592 +503	+12%	+$32.6K	0.14%	85
2016 Q2	$253K	Sell	4,089 -8	-0.2%	-$487	0.13%	92
2016 Q1	$234K	Buy	4,097 +262	+7%	+$14.6K	0.12%	94
2015 Q4	$227K	Sell	3,835 -810	-17%	-$46.7K	0.12%	93
2015 Q3	$253K	Buy	4,645 +4	+0.1%	+$260	0.14%	84
2015 Q2	$312K	Sell	4,641 -638	-12%	-$41.7K	0.16%	78
2015 Q1	$309K	Sell	5,279 -10	-0.2%	-$604	0.16%	78
2014 Q4	$346K	Buy	+5,289	New	+$333K	0.18%	75

Other funds holding ABBV

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 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

Norges Bank Oslo, Norway $935B AUM

The Family Firm's ABBV Position: Q2 2025 in Review

The Family Firm sold out of AbbVie (ABBV) in Q2 2025, closing a stake of 4,922 shares — an estimated $1.03M sold.

The Family Firm first reported a position in ABBV in Q4 2014 and held it in 42 quarters. The position peaked at $1.03M in Q1 2025. 3,781 funds tracked by Wall St. Rank hold ABBV as of Q2 2025.

The Family Firm reported no remaining AbbVie position as of Q2 2025 after selling out during the quarter.
The Family Firm sold 4,922 AbbVie shares in Q2 2025, an estimated $1.03M.
The Family Firm first reported a position in AbbVie in Q4 2014 and held it in 42 quarters.
The Family Firm's AbbVie position peaked at $1.03M in Q1 2025.
3,781 funds tracked by Wall St. Rank held AbbVie as of Q2 2025.

Based on The Family Firm's 13F filing for Q2 2025, filed 8 Aug 2025.