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Walled Lake Planning & Wealth Management’s AbbVie ABBV Stock Holding History

Walled Lake Planning & Wealth Management’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
Q2 		$818K Buy
3,250
+236
+8% +$50.8K 0.21% 56
2026
Q1 		$655K Buy
3,014
+3
+0.1% +$665 0.19% 64
2025
Q4 		$688K Sell
3,011
-1
-0% -$228 0.22% 61
2025
Q3 		$697K Buy
3,012
+2
+0.1% +$407 0.23% 58
2025
Q2 		$559K Buy
3,010
+3
+0.1% +$558 0.18% 63
2025
Q1 		$630K Sell
3,007
-55
-2% -$10.7K 0.22% 60
2024
Q4 		$544K Buy
3,062
+326
+12% +$59.9K 0.2% 65
2024
Q3 		$540K Buy
2,736
+151
+6% +$28.2K 0.2% 60
2024
Q2 		$443K Buy
2,585
+20
+0.8% +$3.31K 0.18% 63
2024
Q1 		$467K Buy
2,565
+2
+0.1% +$345 0.19% 59
2023
Q4 		$397K Buy
+2,563
New +$374K 0.18% 60
2022
Q2 		– Sell
-2,605
Closed -$422K – 77
2022
Q1 		$422K Sell
2,605
-52,041
-95% -$7.56M 0.25% 50
2021
Q4 		$7.4M Sell
54,646
-1,341
-2% -$158K 4.29% 3
2021
Q3 		$6.04M Buy
55,987
+849
+2% +$97K 3.72% 5
2021
Q2 		$6.21M Buy
55,138
+343
+0.6% +$38.6K 4.04% 5
2021
Q1 		$5.93M Sell
54,795
-12
-0% -$1.28K 4.11% 3
2020
Q4 		$5.87M Sell
54,807
-106
-0.2% -$10.2K 4.46% 4
2020
Q3 		$4.81M Buy
54,913
+29
+0.1% +$2.73K 3.9% 6
2020
Q2 		$5.39M Sell
54,884
-869
-2% -$76.5K 4.51% 3
2020
Q1 		$4.25M Buy
55,753
+1,604
+3% +$137K 3.88% 10
2019
Q4 		$4.79M Buy
+54,149
New +$4.5M 3.46% 11

Other funds holding ABBV

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Walled Lake Planning & Wealth Management's ABBV Position: Q2 2026 in Review

Walled Lake Planning & Wealth Management increased its AbbVie (ABBV) stake by 7.8% in Q2 2026, buying an estimated $50.8K and bringing the position to 3,250 shares worth $818K. The position accounts for 0.21% of the portfolio, ranked #56.

Walled Lake Planning & Wealth Management first reported a position in ABBV in Q4 2019 and has held it in 21 quarters since. The position peaked at $7.4M in Q4 2021. 4,195 funds tracked by Wall St. Rank hold ABBV as of Q2 2026.

  • Walled Lake Planning & Wealth Management held 3,250 shares of AbbVie worth $818K as of Q2 2026.
  • Walled Lake Planning & Wealth Management bought 236 AbbVie shares in Q2 2026, an estimated $50.8K.
  • AbbVie made up 0.21% of Walled Lake Planning & Wealth Management's portfolio in Q2 2026, its #56 holding.
  • Walled Lake Planning & Wealth Management first reported a position in AbbVie in Q4 2019 and has held it in 21 quarters since.
  • Walled Lake Planning & Wealth Management's AbbVie position peaked at $7.4M in Q4 2021.
  • 4,195 funds tracked by Wall St. Rank held AbbVie as of Q2 2026.

Based on Walled Lake Planning & Wealth Management's 13F filing for Q2 2026, filed 20 Jul 2026.