TA
ABBV icon

TruWealth Advisors’s AbbVie ABBV Stock Holding History

TruWealth 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 		$19.6M Buy
90,190
+2,961
+3% +$657K 0.94% 39
2025
Q4 		$19.9M Sell
87,229
-60,644
-41% -$13.8M 0.97% 37
2025
Q3 		$34.2M Buy
147,873
+5,316
+4% +$1.08M 1.73% 17
2025
Q2 		$26.5M Buy
142,557
+7,790
+6% +$1.45M 1.46% 20
2025
Q1 		$28.2M Sell
134,767
-22,874
-15% -$4.45M 1.7% 16
2024
Q4 		$28M Buy
157,641
+1,160
+0.7% +$213K 1.69% 18
2024
Q3 		$30.9M Buy
156,481
+2,171
+1% +$405K 1.89% 15
2024
Q2 		$26.5M Buy
154,310
+3,934
+3% +$652K 1.76% 18
2024
Q1 		$27.4M Buy
150,376
+932
+0.6% +$161K 1.91% 18
2023
Q4 		$23.2M Buy
149,444
+2,675
+2% +$390K 1.77% 19
2023
Q3 		$21.9M Buy
146,769
+4,221
+3% +$620K 1.88% 19
2023
Q2 		$19.2M Buy
142,548
+23,152
+19% +$3.4M 1.65% 20
2023
Q1 		$19M Sell
119,396
-21,177
-15% -$3.24M 1.74% 17
2022
Q4 		$22.7M Buy
140,573
+140
+0.1% +$21.5K 2.22% 13
2022
Q3 		$18.8M Buy
140,433
+4,124
+3% +$592K 1.99% 15
2022
Q2 		$20.9M Buy
136,309
+4,768
+4% +$729K 2.24% 10
2022
Q1 		$21.3M Buy
131,541
+1,089
+0.8% +$158K 2.22% 12
2021
Q4 		$17.7M Buy
130,452
+7,289
+6% +$861K 1.79% 15
2021
Q3 		$13.3M Buy
123,163
+5,225
+4% +$597K 1.48% 19
2021
Q2 		$13.3M Buy
117,938
+41,331
+54% +$4.65M 1.56% 17
2021
Q1 		$8.29M Buy
76,607
+5,169
+7% +$553K 1.13% 25
2020
Q4 		$7.66M Buy
+71,438
New +$6.87M 1.14% 26

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

TruWealth Advisors's ABBV Position: Q1 2026 in Review

TruWealth Advisors increased its AbbVie (ABBV) stake by 3.4% in Q1 2026, buying an estimated $657K and bringing the position to 90,190 shares worth $19.6M. The position accounts for 0.94% of the portfolio, ranked #39.

TruWealth Advisors first reported a position in ABBV in Q4 2020 and has held it in 22 quarters since. The position peaked at $34.2M in Q3 2025. 4,077 funds tracked by Wall St. Rank hold ABBV as of Q1 2026.

  • TruWealth Advisors held 90,190 shares of AbbVie worth $19.6M as of Q1 2026.
  • TruWealth Advisors bought 2,961 AbbVie shares in Q1 2026, an estimated $657K.
  • AbbVie made up 0.94% of TruWealth Advisors's portfolio in Q1 2026, its #39 holding.
  • TruWealth Advisors first reported a position in AbbVie in Q4 2020 and has held it in 22 quarters since.
  • TruWealth Advisors's AbbVie position peaked at $34.2M in Q3 2025.
  • 4,077 funds tracked by Wall St. Rank held AbbVie as of Q1 2026.

Based on TruWealth Advisors's 13F filing for Q1 2026, filed 9 Apr 2026.