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 Q2	$12M	Sell	47,636 -7,514	-14%	-$1.62M	0.6%	45
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 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

WealthPlan Investment Management's ABBV Position: Q2 2026 in Review

WealthPlan Investment Management reduced its AbbVie (ABBV) stake by 14% in Q2 2026, selling an estimated $1.62M and leaving 47,636 shares worth $12M. The position accounts for 0.6% of the portfolio, ranked #45.

WealthPlan Investment Management first reported a position in ABBV in Q1 2022 and has held it in 17 quarters since. The position peaked at $18.1M in Q4 2022. 4,220 funds tracked by Wall St. Rank hold ABBV as of Q2 2026.

WealthPlan Investment Management held 47,636 shares of AbbVie worth $12M as of Q2 2026.
WealthPlan Investment Management sold 7,514 AbbVie shares in Q2 2026, an estimated $1.62M.
AbbVie made up 0.6% of WealthPlan Investment Management's portfolio in Q2 2026, its #45 holding.
WealthPlan Investment Management first reported a position in AbbVie in Q1 2022 and has held it in 17 quarters since.
WealthPlan Investment Management's AbbVie position peaked at $18.1M in Q4 2022.
4,220 funds tracked by Wall St. Rank held AbbVie as of Q2 2026.

Based on WealthPlan Investment Management's 13F filing for Q2 2026, filed 28 Jul 2026.