Waypoint Wealth Counsel’s AbbVie ABBV Stock Holding History

Waypoint Wealth Counsel’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	$348K	Sell	1,601 -1,166	-42%	-$259K	0.18%	115
2025 Q4	$632K	Sell	2,767 -326	-11%	-$74.3K	0.23%	83
2025 Q3	$716K	Buy	3,093 +159	+5%	+$32.4K	0.28%	56
2025 Q2	$545K	Sell	2,934 -18	-0.6%	-$3.35K	0.27%	57
2025 Q1	$618K	Sell	2,952 -393	-12%	-$76.4K	0.39%	46
2024 Q4	$594K	Sell	3,345 -97	-3%	-$17.8K	0.39%	46
2024 Q3	$680K	Buy	3,442 +88	+3%	+$16.4K	0.46%	43
2024 Q2	$575K	Sell	3,354 -45	-1%	-$7.45K	0.44%	42
2024 Q1	$619K	Buy	3,399 +87	+3%	+$15K	0.48%	41
2023 Q4	$513K	Sell	3,312 -267	-7%	-$38.9K	0.44%	47
2023 Q3	$534K	Buy	3,579 +35	+1%	+$5.14K	0.5%	41
2023 Q2	$477K	Sell	3,544 -2,054	-37%	-$301K	0.43%	45
2023 Q1	$892K	Buy	5,598 +53	+1%	+$8.1K	0.69%	33
2022 Q4	$896K	Buy	+5,545	New	+$850K	0.72%	35

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

Waypoint Wealth Counsel's ABBV Position: Q1 2026 in Review

Waypoint Wealth Counsel reduced its AbbVie (ABBV) stake by 42% in Q1 2026, selling an estimated $259K and leaving 1,601 shares worth $348K. The position accounts for 0.18% of the portfolio, ranked #115.

Waypoint Wealth Counsel first reported a position in ABBV in Q4 2022 and has held it in 14 quarters since. The position peaked at $896K in Q4 2022. 4,077 funds tracked by Wall St. Rank hold ABBV as of Q1 2026.

Waypoint Wealth Counsel held 1,601 shares of AbbVie worth $348K as of Q1 2026.
Waypoint Wealth Counsel sold 1,166 AbbVie shares in Q1 2026, an estimated $259K.
AbbVie made up 0.18% of Waypoint Wealth Counsel's portfolio in Q1 2026, its #115 holding.
Waypoint Wealth Counsel first reported a position in AbbVie in Q4 2022 and has held it in 14 quarters since.
Waypoint Wealth Counsel's AbbVie position peaked at $896K in Q4 2022.
4,077 funds tracked by Wall St. Rank held AbbVie as of Q1 2026.

Based on Waypoint Wealth Counsel's 13F filing for Q1 2026, filed 23 Apr 2026.