Wealth Architects’s AbbVie ABBV Stock Holding History

Wealth Architects’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	$1.22M	Sell	4,832 -300	-6%	-$64.5K	0.1%	98
2026 Q1	$1.12M	Buy	5,132 +576	+13%	+$128K	0.1%	92
2025 Q4	$1.04M	Sell	4,556 -130	-3%	-$29.6K	0.09%	96
2025 Q3	$1.08M	Sell	4,686 -8	-0.2%	-$1.63K	0.1%	91
2025 Q2	$871K	Buy	4,694 +83	+2%	+$15.4K	0.09%	107
2025 Q1	$966K	Buy	4,611 +18	+0.4%	+$3.5K	0.11%	91
2024 Q4	$816K	Sell	4,593 -31	-0.7%	-$5.7K	0.09%	94
2024 Q3	$913K	Sell	4,624 -16	-0.3%	-$2.99K	0.1%	84
2024 Q2	$796K	Sell	4,640 -245	-5%	-$40.6K	0.1%	91
2024 Q1	$890K	Buy	4,885 +244	+5%	+$42.1K	0.12%	82
2023 Q4	$719K	Sell	4,641 -204	-4%	-$29.7K	0.1%	90
2023 Q3	$722K	Buy	4,845 +71	+1%	+$10.4K	0.12%	83
2023 Q2	$643K	Buy	4,774 +32	+0.7%	+$4.69K	0.11%	85
2023 Q1	$756K	Sell	4,742 -245	-5%	-$37.5K	0.13%	74
2022 Q4	$806K	Buy	4,987 +19	+0.4%	+$2.91K	0.15%	68
2022 Q3	$667K	Buy	4,968 +391	+9%	+$56.1K	0.14%	70
2022 Q2	$701K	Buy	4,577 +66	+1%	+$10.1K	0.14%	69
2022 Q1	$731K	Buy	4,511 +67	+2%	+$9.73K	0.12%	75
2021 Q4	$602K	Buy	4,444 +365	+9%	+$43.1K	0.11%	93
2021 Q3	$440K	Buy	4,079 +98	+2%	+$11.2K	0.09%	109
2021 Q2	$448K	Buy	3,981 +43	+1%	+$4.84K	0.09%	99
2021 Q1	$426K	Buy	3,938 +44	+1%	+$4.71K	0.09%	94
2020 Q4	$417K	Sell	3,894 -35	-0.9%	-$3.36K	0.1%	91
2020 Q3	$344K	Buy	3,929 +502	+15%	+$47.3K	0.09%	101
2020 Q2	$336K	Buy	3,427 +219	+7%	+$19.3K	0.09%	98
2020 Q1	$244K	Buy	3,208 +166	+5%	+$14.1K	0.08%	111
2019 Q4	$269K	Buy	3,042 +169	+6%	+$14K	0.08%	106
2019 Q3	$218K	Buy	+2,873	New	+$197K	0.07%	121
2019 Q2	–	Sell	-3,179	Closed	-$256K	–	128
2019 Q1	$256K	Sell	3,179 -1,605	-34%	-$131K	0.08%	107
2018 Q4	$441K	Sell	4,784 -417	-8%	-$36.7K	0.16%	60
2018 Q3	$492K	Buy	5,201 +856	+20%	+$81.2K	0.15%	62
2018 Q2	$403K	Buy	4,345 +83	+2%	+$8.11K	0.13%	65
2018 Q1	$403K	Sell	4,262 -2,061	-33%	-$226K	0.13%	65
2017 Q4	$611K	Sell	6,323 -158	-2%	-$14.9K	0.2%	54
2017 Q3	$576K	Sell	6,481 -1,916	-23%	-$146K	0.2%	58
2017 Q2	$608K	Sell	8,397 -342	-4%	-$23K	0.23%	54
2017 Q1	$569K	Hold	8,739	–	–	0.23%	54
2016 Q4	$547K	Buy	8,739 +3,693	+73%	+$225K	0.24%	54
2016 Q3	$318K	Sell	5,046 -340	-6%	-$22K	0.15%	82
2016 Q2	$333K	Sell	5,386 -512	-9%	-$31.2K	0.16%	82
2016 Q1	$337K	Sell	5,898 -25	-0.4%	-$1.39K	0.17%	79
2015 Q4	$351K	Sell	5,923 -32	-0.5%	-$1.84K	0.17%	80
2015 Q3	$324K	Buy	5,955 +83	+1%	+$5.4K	0.17%	84
2015 Q2	$395K	Buy	5,872 +50	+0.9%	+$3.26K	0.21%	68
2015 Q1	$341K	Sell	5,822 -5	-0.1%	-$302	0.2%	67
2014 Q4	$381K	Buy	+5,827	New	+$367K	0.22%	61

Other funds holding ABBV

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wealth Architects's ABBV Position: Q2 2026 in Review

Wealth Architects reduced its AbbVie (ABBV) stake by 5.8% in Q2 2026, selling an estimated $64.5K and leaving 4,832 shares worth $1.22M. The position accounts for 0.1% of the portfolio, ranked #98.

Wealth Architects first reported a position in ABBV in Q4 2014 and has held it in 46 quarters since. 4,201 funds tracked by Wall St. Rank hold ABBV as of Q2 2026.

Wealth Architects held 4,832 shares of AbbVie worth $1.22M as of Q2 2026.
Wealth Architects sold 300 AbbVie shares in Q2 2026, an estimated $64.5K.
AbbVie made up 0.1% of Wealth Architects's portfolio in Q2 2026, its #98 holding.
Wealth Architects first reported a position in AbbVie in Q4 2014 and has held it in 46 quarters since.
4,201 funds tracked by Wall St. Rank held AbbVie as of Q2 2026.

Based on Wealth Architects's 13F filing for Q2 2026, filed 23 Jul 2026.