Trifecta Capital Advisors’s AbbVie ABBV Stock Holding History

Trifecta Capital Advisors’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	$8.85M	Buy	40,702 +160	+0.4%	+$35.5K	1.37%	21
2025 Q4	$9.26M	Buy	40,542 +614	+2%	+$140K	1.37%	23
2025 Q3	$9.24M	Buy	39,928 +900	+2%	+$183K	1.41%	22
2025 Q2	$7.24M	Buy	39,028 +1,664	+4%	+$309K	1.21%	29
2025 Q1	$7.83M	Buy	37,364 +907	+2%	+$176K	1.64%	17
2024 Q4	$6.48M	Buy	36,457 +6,474	+22%	+$1.19M	1.28%	24
2024 Q3	$5.92M	Buy	29,983 +148	+0.5%	+$27.6K	1.24%	26
2024 Q2	$5.12M	Buy	29,835 +1,070	+4%	+$177K	1.13%	27
2024 Q1	$5.24M	Buy	28,765 +26,480	+1,159%	+$4.56M	1.28%	22
2023 Q4	$354K	Sell	2,285 -230	-9%	-$33.5K	0.1%	71
2023 Q3	$375K	Sell	2,515 -29	-1%	-$4.26K	0.12%	69
2023 Q2	$343K	Hold	2,544	–	–	0.11%	70
2023 Q1	$405K	Buy	2,544 +29	+1%	+$4.43K	0.14%	72
2022 Q4	$406K	Buy	+2,515	New	+$386K	0.16%	71

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

Trifecta Capital Advisors's ABBV Position: Q1 2026 in Review

Trifecta Capital Advisors increased its AbbVie (ABBV) stake by 0.39% in Q1 2026, buying an estimated $35.5K and bringing the position to 40,702 shares worth $8.85M. The position accounts for 1.37% of the portfolio, ranked #21.

Trifecta Capital Advisors first reported a position in ABBV in Q4 2022 and has held it in 14 quarters since. The position peaked at $9.26M in Q4 2025. 4,079 funds tracked by Wall St. Rank hold ABBV as of Q1 2026.

Trifecta Capital Advisors held 40,702 shares of AbbVie worth $8.85M as of Q1 2026.
Trifecta Capital Advisors bought 160 AbbVie shares in Q1 2026, an estimated $35.5K.
AbbVie made up 1.37% of Trifecta Capital Advisors's portfolio in Q1 2026, its #21 holding.
Trifecta Capital Advisors first reported a position in AbbVie in Q4 2022 and has held it in 14 quarters since.
Trifecta Capital Advisors's AbbVie position peaked at $9.26M in Q4 2025.
4,079 funds tracked by Wall St. Rank held AbbVie as of Q1 2026.

Based on Trifecta Capital Advisors's 13F filing for Q1 2026, filed 1 May 2026.