TWM
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Tradition Wealth Management’s AbbVie ABBV Stock Holding History

Tradition Wealth 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 		$5.06M Buy
23,282
+108
+0.5% +$24K 0.36% 66
2025
Q4 		$5.3M Buy
23,174
+29
+0.1% +$6.61K 0.38% 66
2025
Q3 		$5.36M Buy
23,145
+505
+2% +$103K 0.4% 64
2025
Q2 		$4.2M Sell
22,640
-386
-2% -$71.7K 0.34% 73
2025
Q1 		$4.82M Buy
23,026
+134
+0.6% +$26.1K 0.42% 62
2024
Q4 		$4.07M Sell
22,892
-538
-2% -$98.9K 0.36% 67
2024
Q3 		$4.63M Sell
23,430
-182
-0.8% -$34K 0.41% 61
2024
Q2 		$4.05M Sell
23,612
-406
-2% -$67.3K 0.39% 65
2024
Q1 		$4.37M Buy
24,018
+100
+0.4% +$17.2K 0.44% 57
2023
Q4 		$3.71M Buy
23,918
+829
+4% +$121K 0.39% 57
2023
Q3 		$3.44M Sell
23,089
-594
-3% -$87.2K 0.41% 57
2023
Q2 		$3.19M Buy
23,683
+916
+4% +$134K 0.37% 59
2023
Q1 		$3.63M Buy
22,767
+6,848
+43% +$1.05M 0.45% 53
2022
Q4 		$2.57M Sell
15,919
-427
-3% -$65.5K 0.36% 62
2022
Q3 		$2.19M Buy
16,346
+890
+6% +$128K 0.33% 70
2022
Q2 		$2.37M Sell
15,456
-591
-4% -$90.3K 0.34% 72
2022
Q1 		$2.6M Buy
16,047
+729
+5% +$106K 0.33% 72
2021
Q4 		$2.07M Buy
15,318
+745
+5% +$88K 0.26% 83
2021
Q3 		$1.57M Sell
14,573
-53
-0.4% -$6.06K 0.22% 99
2021
Q2 		$1.65M Buy
14,626
+561
+4% +$63.2K 0.25% 97
2021
Q1 		$1.52M Buy
14,065
+3,713
+36% +$397K 0.26% 88
2020
Q4 		$1.11M Buy
+10,352
New +$995K 0.22% 97

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

Tradition Wealth Management's ABBV Position: Q1 2026 in Review

Tradition Wealth Management increased its AbbVie (ABBV) stake by 0.47% in Q1 2026, buying an estimated $24K and bringing the position to 23,282 shares worth $5.06M. The position accounts for 0.36% of the portfolio, ranked #66.

Tradition Wealth Management first reported a position in ABBV in Q4 2020 and has held it in 22 quarters since. The position peaked at $5.36M in Q3 2025. 4,080 funds tracked by Wall St. Rank hold ABBV as of Q1 2026.

  • Tradition Wealth Management held 23,282 shares of AbbVie worth $5.06M as of Q1 2026.
  • Tradition Wealth Management bought 108 AbbVie shares in Q1 2026, an estimated $24K.
  • AbbVie made up 0.36% of Tradition Wealth Management's portfolio in Q1 2026, its #66 holding.
  • Tradition Wealth Management first reported a position in AbbVie in Q4 2020 and has held it in 22 quarters since.
  • Tradition Wealth Management's AbbVie position peaked at $5.36M in Q3 2025.
  • 4,080 funds tracked by Wall St. Rank held AbbVie as of Q1 2026.

Based on Tradition Wealth Management's 13F filing for Q1 2026, filed 15 May 2026.