Vertex Planning Partners’s AbbVie ABBV Stock Holding History

Vertex Planning Partners’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	$3.08M	Buy	14,167 +14	+0.1%	+$3.11K	0.6%	35
2025 Q4	$3.23M	Sell	14,153 -1,749	-11%	-$398K	0.75%	30
2025 Q3	$3.68M	Sell	15,902 -139	-0.9%	-$28.3K	0.71%	33
2025 Q2	$2.98M	Buy	16,041 +23	+0.1%	+$4.28K	0.62%	37
2025 Q1	$3.36M	Buy	16,018 +77	+0.5%	+$15K	0.73%	29
2024 Q4	$2.83M	Buy	15,941 +5,721	+56%	+$1.05M	0.63%	33
2024 Q3	$2.02M	Buy	10,220 +18	+0.2%	+$3.36K	0.48%	34
2024 Q2	$1.75M	Sell	10,202 -82	-0.8%	-$13.6K	0.45%	34
2024 Q1	$1.87M	Sell	10,284 -3,541	-26%	-$610K	0.52%	30
2023 Q4	$2.14M	Buy	13,825 +3,032	+28%	+$442K	0.63%	21
2023 Q3	$1.61M	Buy	10,793 +513	+5%	+$75.3K	0.55%	24
2023 Q2	$1.39M	Buy	10,280 +5,320	+107%	+$780K	0.47%	35
2023 Q1	$790K	Sell	4,960 -1,742	-26%	-$266K	0.3%	48
2022 Q4	$1.08M	Buy	+6,702	New	+$1.03M	0.42%	31

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

Vertex Planning Partners's ABBV Position: Q1 2026 in Review

Vertex Planning Partners increased its AbbVie (ABBV) stake by 0.1% in Q1 2026, buying an estimated $3.11K and bringing the position to 14,167 shares worth $3.08M. The position accounts for 0.6% of the portfolio, ranked #35.

Vertex Planning Partners first reported a position in ABBV in Q4 2022 and has held it in 14 quarters since. The position peaked at $3.68M in Q3 2025. 4,075 funds tracked by Wall St. Rank hold ABBV as of Q1 2026.

Vertex Planning Partners held 14,167 shares of AbbVie worth $3.08M as of Q1 2026.
Vertex Planning Partners bought 14 AbbVie shares in Q1 2026, an estimated $3.11K.
AbbVie made up 0.6% of Vertex Planning Partners's portfolio in Q1 2026, its #35 holding.
Vertex Planning Partners first reported a position in AbbVie in Q4 2022 and has held it in 14 quarters since.
Vertex Planning Partners's AbbVie position peaked at $3.68M in Q3 2025.
4,075 funds tracked by Wall St. Rank held AbbVie as of Q1 2026.

Based on Vertex Planning Partners's 13F filing for Q1 2026, filed 15 May 2026.