WE
ABBV icon

Wealth Effects’s AbbVie ABBV Stock Holding History

Wealth Effects’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 		$2.17M Sell
9,981
-23
-0.2% -$5.1K 0.77% 26
2025
Q4 		$2.29M Sell
10,004
-15
-0.1% -$3.42K 0.71% 24
2025
Q3 		$2.32M Sell
10,019
-24
-0.2% -$4.89K 0.75% 26
2025
Q2 		$1.86M Sell
10,043
-308
-3% -$57.2K 0.7% 29
2025
Q1 		$2.17M Sell
10,351
-1,196
-10% -$233K 0.91% 22
2024
Q4 		$2.05M Sell
11,547
-1,312
-10% -$241K 0.73% 28
2024
Q3 		$2.54M Sell
12,859
-22
-0.2% -$4.11K 0.89% 18
2024
Q2 		$2.21M Buy
12,881
+1,173
+10% +$194K 0.8% 21
2024
Q1 		$2.13M Sell
11,708
-413
-3% -$71.2K 0.79% 20
2023
Q4 		$1.88M Buy
12,121
+140
+1% +$20.4K 0.71% 23
2023
Q3 		$1.79M Sell
11,981
-49
-0.4% -$7.19K 0.88% 18
2023
Q2 		$1.62M Sell
12,030
-610
-5% -$89.5K 0.71% 26
2023
Q1 		$2.01M Sell
12,640
-1,869
-13% -$286K 1.03% 18
2022
Q4 		$2.34M Sell
14,509
-29
-0.2% -$4.45K 1.34% 13
2022
Q3 		$1.95M Buy
14,538
+300
+2% +$43K 1.19% 17
2022
Q2 		$2.18M Buy
14,238
+491
+4% +$75K 1.31% 16
2022
Q1 		$2.23M Sell
13,747
-446
-3% -$64.8K 1.04% 17
2021
Q4 		$1.92M Buy
+14,193
New +$1.68M 0.8% 23

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

Wealth Effects's ABBV Position: Q1 2026 in Review

Wealth Effects reduced its AbbVie (ABBV) stake by 0.23% in Q1 2026, selling an estimated $5.1K and leaving 9,981 shares worth $2.17M. The position accounts for 0.77% of the portfolio, ranked #26.

Wealth Effects first reported a position in ABBV in Q4 2021 and has held it in 18 quarters since. The position peaked at $2.54M in Q3 2024. 4,075 funds tracked by Wall St. Rank hold ABBV as of Q1 2026.

  • Wealth Effects held 9,981 shares of AbbVie worth $2.17M as of Q1 2026.
  • Wealth Effects sold 23 AbbVie shares in Q1 2026, an estimated $5.1K.
  • AbbVie made up 0.77% of Wealth Effects's portfolio in Q1 2026, its #26 holding.
  • Wealth Effects first reported a position in AbbVie in Q4 2021 and has held it in 18 quarters since.
  • Wealth Effects's AbbVie position peaked at $2.54M in Q3 2024.
  • 4,075 funds tracked by Wall St. Rank held AbbVie as of Q1 2026.

Based on Wealth Effects's 13F filing for Q1 2026, filed 21 Apr 2026.