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Waverly Advisors’s AbbVie ABBV Stock Holding History

Waverly 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 		$48.9M Buy
224,676
+5,800
+3% +$1.29M 0.36% 62
2025
Q4 		$50M Buy
218,876
+59,926
+38% +$13.7M 0.4% 53
2025
Q3 		$36.8M Sell
158,950
-937
-0.6% -$191K 0.37% 57
2025
Q2 		$29.7M Buy
159,887
+10,415
+7% +$1.94M 0.33% 62
2025
Q1 		$31.3M Buy
149,472
+35,132
+31% +$6.83M 0.38% 56
2024
Q4 		$20.3M Buy
114,340
+15,383
+16% +$2.83M 0.31% 64
2024
Q3 		$19.5M Sell
98,957
-1,925
-2% -$359K 0.36% 51
2024
Q2 		$17.3M Buy
100,882
+4,328
+4% +$717K 0.34% 55
2024
Q1 		$17.6M Buy
96,554
+64,726
+203% +$11.2M 0.41% 49
2023
Q4 		$4.93M Buy
31,828
+2,290
+8% +$334K 0.18% 83
2023
Q3 		$4.4M Buy
29,538
+3,170
+12% +$465K 0.19% 87
2023
Q2 		$3.55M Buy
26,368
+2,987
+13% +$438K 0.16% 92
2023
Q1 		$3.73M Sell
23,381
-8,147
-26% -$1.25M 0.19% 74
2022
Q4 		$5.1M Buy
31,528
+2,850
+10% +$437K 0.28% 58
2022
Q3 		$3.85M Buy
28,678
+24,414
+573% +$3.5M 0.27% 49
2022
Q2 		$653K Buy
4,264
+372
+10% +$56.8K 0.06% 110
2022
Q1 		$630K Sell
3,892
-100
-3% -$14.5K 0.05% 106
2021
Q4 		$567K Buy
3,992
+531
+15% +$62.7K 0.05% 110
2021
Q3 		$404K Hold
3,461
– – 0.03% 142
2021
Q2 		$403K Buy
3,461
+728
+27% +$82K 0.04% 132
2021
Q1 		$320K Buy
2,733
+556
+26% +$59.5K 0.03% 132
2020
Q4 		$226K Sell
2,177
-243
-10% -$23.4K 0.02% 140
2020
Q3 		$206K Buy
2,420
+74
+3% +$6.97K 0.03% 133
2020
Q2 		$222K Buy
+2,346
New +$207K 0.03% 127
2020
Q1 		– Sell
-2,380
Closed -$207K – 146
2019
Q4 		$207K Buy
+2,380
New +$198K 0.03% 131
2018
Q4 		– Sell
-6,256
Closed -$592K – 117
2018
Q3 		$592K Sell
6,256
-52
-0.8% -$4.93K 0.09% 113
2018
Q2 		$584K Sell
6,308
-301
-5% -$29.4K 0.09% 109
2018
Q1 		$626K Sell
6,609
-3,993
-38% -$439K 0.1% 107
2017
Q4 		$1.02M Buy
10,602
+705
+7% +$66.4K 0.15% 99
2017
Q3 		$879K Sell
9,897
-24
-0.2% -$1.83K 0.19% 93
2017
Q2 		$719K Buy
9,921
+1,123
+13% +$75.5K 0.18% 108
2017
Q1 		$573K Buy
8,798
+4,386
+99% +$276K 0.15% 123
2016
Q4 		$276K Buy
+4,412
New +$269K 0.1% 84
2016
Q3 		– Sell
-3,346
Closed -$207K – 103
2016
Q2 		$207K Buy
+3,346
New +$204K 0.09% 77
2016
Q1 		– Sell
-3,991
Closed -$236K – 94
2015
Q4 		$236K Buy
3,991
+2,965
+289% +$171K 0.1% 111
2015
Q3 		$56K Hold
1,026
– – 0.04% 120
2015
Q2 		$69K Buy
1,026
+4
+0.4% +$261 0.04% 99
2015
Q1 		$60K Buy
1,022
+3
+0.3% +$181 0.03% 107
2014
Q4 		$67K Buy
1,019
+607
+147% +$38.3K 0.03% 100
2014
Q3 		$24K Buy
+412
New +$22.9K 0.01% 310
2014
Q2 		– Sell
-580
Closed -$30K – 720
2014
Q1 		$30K Sell
580
-1,849
-76% -$93.4K 0.01% 269
2013
Q4 		$128K Sell
2,429
-201
-8% -$9.88K 0.05% 194
2013
Q3 		$118K Buy
+2,630
New +$117K 0.06% 137

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

Waverly Advisors's ABBV Position: Q1 2026 in Review

Waverly Advisors increased its AbbVie (ABBV) stake by 2.6% in Q1 2026, buying an estimated $1.29M and bringing the position to 224,676 shares worth $48.9M. The position accounts for 0.36% of the portfolio, ranked #62.

Waverly Advisors first reported a position in ABBV in Q3 2013 and has held it in 43 quarters since. The position peaked at $50M in Q4 2025. 4,080 funds tracked by Wall St. Rank hold ABBV as of Q1 2026.

  • Waverly Advisors held 224,676 shares of AbbVie worth $48.9M as of Q1 2026.
  • Waverly Advisors bought 5,800 AbbVie shares in Q1 2026, an estimated $1.29M.
  • AbbVie made up 0.36% of Waverly Advisors's portfolio in Q1 2026, its #62 holding.
  • Waverly Advisors first reported a position in AbbVie in Q3 2013 and has held it in 43 quarters since.
  • Waverly Advisors's AbbVie position peaked at $50M in Q4 2025.
  • 4,080 funds tracked by Wall St. Rank held AbbVie as of Q1 2026.

Based on Waverly Advisors's 13F filing for Q1 2026, filed 15 May 2026.