Tred Avon Family Wealth’s AbbVie ABBV Stock Holding History

Tred Avon Family Wealth’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	$2.29M	Buy	10,535 +642	+6%	+$142K	0.76%	26
2025 Q4	$2.26M	Buy	9,893 +1,289	+15%	+$294K	0.74%	28
2025 Q3	$1.99M	Buy	+8,604	New	+$1.75M	0.68%	30

Other funds holding ABBV

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

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

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

Morgan Stanley New York $1.66T AUM 25.57% 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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Tred Avon Family Wealth's ABBV Position: Q1 2026 in Review

Tred Avon Family Wealth increased its AbbVie (ABBV) stake by 6.5% in Q1 2026, buying an estimated $142K and bringing the position to 10,535 shares worth $2.29M. The position accounts for 0.76% of the portfolio, ranked #26.

Tred Avon Family Wealth first reported a position in ABBV in Q3 2025 and has held it in 3 quarters since. 4,081 funds tracked by Wall St. Rank hold ABBV as of Q1 2026.

Tred Avon Family Wealth held 10,535 shares of AbbVie worth $2.29M as of Q1 2026.
Tred Avon Family Wealth bought 642 AbbVie shares in Q1 2026, an estimated $142K.
AbbVie made up 0.76% of Tred Avon Family Wealth's portfolio in Q1 2026, its #26 holding.
Tred Avon Family Wealth first reported a position in AbbVie in Q3 2025 and has held it in 3 quarters since.
4,081 funds tracked by Wall St. Rank held AbbVie as of Q1 2026.

Based on Tred Avon Family Wealth's 13F filing for Q1 2026, filed 22 Apr 2026.