West Financial Advisors’s AbbVie ABBV Stock Holding History

West Financial Advisors’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	–	Sell	-648	Closed	-$148K	–	193
2025 Q4	$148K	Sell	648 -9	-1%	-$2.05K	0.03%	67
2025 Q3	$152K	Hold	657	–	–	0.03%	69
2025 Q2	$122K	Sell	657 -109	-14%	-$20.3K	0.02%	73
2025 Q1	$160K	Hold	766	–	–	0.03%	65
2024 Q4	$136K	Hold	766	–	–	0.03%	69
2024 Q3	$151K	Buy	766 +109	+17%	+$20.3K	0.03%	60
2024 Q2	$113K	Hold	657	–	–	0.02%	65
2024 Q1	$120K	Hold	657	–	–	0.03%	64
2023 Q4	$102K	Sell	657 -81	-11%	-$11.8K	0.02%	66
2023 Q3	$110K	Buy	738 +81	+12%	+$11.9K	0.03%	63
2023 Q2	$88.5K	Buy	+657	New	+$96.3K	0.02%	67
2022 Q2	–	Sell	-64	Closed	-$10K	–	163
2022 Q1	$10K	Buy	64 +61	+2,033%	+$8.86K	﹤0.01%	137
2021 Q4	$0	Sell	3 -17	-85%	-$2.01K	﹤0.01%	173
2021 Q3	$2K	Buy	+20	New	+$2.29K	﹤0.01%	143

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

West Financial Advisors's ABBV Position: Q1 2026 in Review

West Financial Advisors sold out of AbbVie (ABBV) in Q1 2026, closing a stake of 648 shares — an estimated $148K sold.

West Financial Advisors first reported a position in ABBV in Q3 2021 and held it in 14 quarters. The position peaked at $160K in Q1 2025. 4,080 funds tracked by Wall St. Rank hold ABBV as of Q1 2026.

West Financial Advisors reported no remaining AbbVie position as of Q1 2026 after selling out during the quarter.
West Financial Advisors sold 648 AbbVie shares in Q1 2026, an estimated $148K.
West Financial Advisors first reported a position in AbbVie in Q3 2021 and held it in 14 quarters.
West Financial Advisors's AbbVie position peaked at $160K in Q1 2025.
4,080 funds tracked by Wall St. Rank held AbbVie as of Q1 2026.

Based on West Financial Advisors's 13F filing for Q1 2026, filed 8 Apr 2026.