Wallace Advisory Group’s AbbVie ABBV Stock Holding History

Wallace Advisory Group’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	$406K	Sell	1,867 -16	-0.8%	-$3.55K	0.43%	50
2025 Q4	$430K	Sell	1,883 -870	-32%	-$198K	0.45%	55
2025 Q3	$511K	Sell	2,753 -350	-11%	-$71.3K	0.41%	73
2025 Q2	$650K	Buy	3,103 +279	+10%	+$51.9K	0.47%	55
2025 Q1	$502K	Sell	2,824 -44	-2%	-$8.55K	0.35%	84
2024 Q4	$566K	Buy	2,868 +149	+5%	+$27.4K	0.39%	66
2024 Q3	$466K	Hold	2,719	–	–	0.34%	78
2024 Q2	$466K	Sell	2,719 -361	-12%	-$59.8K	0.34%	78
2024 Q1	$477K	Sell	3,080 -109	-3%	-$18.8K	0.36%	77
2023 Q4	$475K	Buy	3,189 +166	+5%	+$24.2K	0.37%	68
2023 Q3	$407K	Buy	3,023 +32	+1%	+$4.7K	0.29%	93
2023 Q2	$477K	Hold	2,991	–	–	0.36%	77
2023 Q1	$477K	Buy	2,991 +217	+8%	+$33.2K	0.36%	77
2022 Q4	$448K	Buy	+2,774	New	+$425K	0.35%	73

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

Wallace Advisory Group's ABBV Position: Q1 2026 in Review

Wallace Advisory Group reduced its AbbVie (ABBV) stake by 0.85% in Q1 2026, selling an estimated $3.55K and leaving 1,867 shares worth $406K. The position accounts for 0.43% of the portfolio, ranked #50.

Wallace Advisory Group first reported a position in ABBV in Q4 2022 and has held it in 14 quarters since. The position peaked at $650K in Q2 2025. 4,075 funds tracked by Wall St. Rank hold ABBV as of Q1 2026.

Wallace Advisory Group held 1,867 shares of AbbVie worth $406K as of Q1 2026.
Wallace Advisory Group sold 16 AbbVie shares in Q1 2026, an estimated $3.55K.
AbbVie made up 0.43% of Wallace Advisory Group's portfolio in Q1 2026, its #50 holding.
Wallace Advisory Group first reported a position in AbbVie in Q4 2022 and has held it in 14 quarters since.
Wallace Advisory Group's AbbVie position peaked at $650K in Q2 2025.
4,075 funds tracked by Wall St. Rank held AbbVie as of Q1 2026.

Based on Wallace Advisory Group's 13F filing for Q1 2026, filed 21 Apr 2026.