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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
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
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

Total Wealth Planning & Management's ABBV Position: Q1 2026 in Review

Total Wealth Planning & Management increased its AbbVie (ABBV) stake by 0.75% in Q1 2026, buying an estimated $21.3K and bringing the position to 12,853 shares worth $2.8M. The position accounts for 2.06% of the portfolio, ranked #3.

Total Wealth Planning & Management first reported a position in ABBV in Q4 2024 and has held it in 5 quarters since. The position peaked at $3.06M in Q1 2025. 4,076 funds tracked by Wall St. Rank hold ABBV as of Q1 2026.

  • Total Wealth Planning & Management held 12,853 shares of AbbVie worth $2.8M as of Q1 2026.
  • Total Wealth Planning & Management bought 96 AbbVie shares in Q1 2026, an estimated $21.3K.
  • AbbVie made up 2.06% of Total Wealth Planning & Management's portfolio in Q1 2026, its #3 holding.
  • Total Wealth Planning & Management first reported a position in AbbVie in Q4 2024 and has held it in 5 quarters since.
  • Total Wealth Planning & Management's AbbVie position peaked at $3.06M in Q1 2025.
  • 4,076 funds tracked by Wall St. Rank held AbbVie as of Q1 2026.

Based on Total Wealth Planning & Management's 13F filing for Q1 2026, filed 5 May 2026.