Total Wealth Planning & Management’s AbbVie ABBV Stock Holding History

Total Wealth Planning & 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	$2.77M	Sell	11,012 -1,841	-14%	-$396K	1.87%	4
2026 Q1	$2.8M	Buy	12,853 +96	+0.8%	+$21.3K	2.06%	3
2025 Q4	$2.91M	Buy	+12,757	New	+$2.91M	2.16%	6
2025 Q2	$2.7M	Sell	14,538 -59	-0.4%	-$11K	2.19%	4
2025 Q1	$3.06M	Sell	14,597 -122	-0.8%	-$23.7K	2.9%	1
2024 Q4	$2.62M	Buy	+14,719	New	+$2.71M	2.37%	4

Other funds holding ABBV

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Total Wealth Planning & Management's ABBV Position: Q2 2026 in Review

Total Wealth Planning & Management reduced its AbbVie (ABBV) stake by 14% in Q2 2026, selling an estimated $396K and leaving 11,012 shares worth $2.77M. The position accounts for 1.87% of the portfolio, ranked #4.

Total Wealth Planning & Management first reported a position in ABBV in Q4 2024 and has held it in 6 quarters since. The position peaked at $3.06M in Q1 2025. 4,215 funds tracked by Wall St. Rank hold ABBV as of Q2 2026.

Total Wealth Planning & Management held 11,012 shares of AbbVie worth $2.77M as of Q2 2026.
Total Wealth Planning & Management sold 1,841 AbbVie shares in Q2 2026, an estimated $396K.
AbbVie made up 1.87% of Total Wealth Planning & Management's portfolio in Q2 2026, its #4 holding.
Total Wealth Planning & Management first reported a position in AbbVie in Q4 2024 and has held it in 6 quarters since.
Total Wealth Planning & Management's AbbVie position peaked at $3.06M in Q1 2025.
4,215 funds tracked by Wall St. Rank held AbbVie as of Q2 2026.

Based on Total Wealth Planning & Management's 13F filing for Q2 2026, filed 28 Jul 2026.