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WealthPlan Investment Management’s AbbVie ABBV Stock Holding History

WealthPlan Investment 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
Q1 		$12M Sell
55,150
-2,710
-5% -$601K 0.67% 40
2025
Q4 		$13.2M Sell
57,860
-16,067
-22% -$3.66M 0.84% 30
2025
Q3 		$17.1M Sell
73,927
-3,876
-5% -$789K 1.14% 21
2025
Q2 		$14.4M Buy
77,803
+6,969
+10% +$1.3M 1.05% 21
2025
Q1 		$14.8M Sell
70,834
-1,495
-2% -$291K 1.46% 12
2024
Q4 		$12.9M Buy
72,329
+158
+0.2% +$29K 1.27% 21
2024
Q3 		$14.3M Buy
72,171
+5,003
+7% +$934K 1.44% 13
2024
Q2 		$11.5M Sell
67,168
-1,558
-2% -$258K 1.74% 10
2024
Q1 		$12.5M Sell
68,726
-1,028
-1% -$177K 1.91% 5
2023
Q4 		$10.8M Buy
69,754
+3,461
+5% +$505K 1.73% 10
2023
Q3 		$9.88M Buy
66,293
+32,034
+94% +$4.7M 1.75% 10
2023
Q2 		$4.62M Sell
34,259
-30,390
-47% -$4.46M 1.38% 27
2023
Q1 		$10.3M Sell
64,649
-53,335
-45% -$8.15M 1.77% 11
2022
Q4 		$18.1M Buy
117,984
+14,904
+14% +$2.29M 1.27% 21
2022
Q3 		$17.1M Buy
+103,080
New +$14.8M 1.24% 23
2022
Q1 		$889K Buy
+6,050
New +$879K 0.06% 184

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

WealthPlan Investment Management's ABBV Position: Q1 2026 in Review

WealthPlan Investment Management reduced its AbbVie (ABBV) stake by 4.7% in Q1 2026, selling an estimated $601K and leaving 55,150 shares worth $12M. The position accounts for 0.67% of the portfolio, ranked #40.

WealthPlan Investment Management first reported a position in ABBV in Q1 2022 and has held it in 16 quarters since. The position peaked at $18.1M in Q4 2022. 4,078 funds tracked by Wall St. Rank hold ABBV as of Q1 2026.

  • WealthPlan Investment Management held 55,150 shares of AbbVie worth $12M as of Q1 2026.
  • WealthPlan Investment Management sold 2,710 AbbVie shares in Q1 2026, an estimated $601K.
  • AbbVie made up 0.67% of WealthPlan Investment Management's portfolio in Q1 2026, its #40 holding.
  • WealthPlan Investment Management first reported a position in AbbVie in Q1 2022 and has held it in 16 quarters since.
  • WealthPlan Investment Management's AbbVie position peaked at $18.1M in Q4 2022.
  • 4,078 funds tracked by Wall St. Rank held AbbVie as of Q1 2026.

Based on WealthPlan Investment Management's 13F filing for Q1 2026, filed 29 Apr 2026.