West Wealth Group’s AbbVie ABBV Stock Holding History

West Wealth Group’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	$435K	Hold	1,999	–	–	0.09%	86
2025 Q4	$457K	Buy	1,999 +68	+4%	+$15.5K	0.09%	74
2025 Q3	$437K	Buy	1,931 +108	+6%	+$22K	0.1%	72
2025 Q2	$358K	Sell	1,823 -60	-3%	-$11.2K	0.09%	74
2025 Q1	$389K	Buy	1,883 +38	+2%	+$7.39K	0.11%	61
2024 Q4	$328K	Buy	1,845 +330	+22%	+$60.7K	0.1%	66
2024 Q3	$299K	Buy	1,515 +9	+0.6%	+$1.68K	0.1%	63
2024 Q2	$258K	Buy	1,506 +9	+0.6%	+$1.49K	0.09%	70
2024 Q1	$273K	Buy	1,497 +9	+0.6%	+$1.55K	0.1%	66
2023 Q4	$231K	Sell	1,488 -2	-0.1%	-$292	0.09%	75
2023 Q3	$222K	Buy	+1,490	New	+$219K	0.1%	66
2023 Q2	–	Sell	-1,557	Closed	-$248K	–	75
2023 Q1	$248K	Sell	1,557 -452	-22%	-$69.1K	0.11%	53
2022 Q4	$325K	Buy	2,009 +22	+1%	+$3.37K	0.16%	47
2022 Q3	$266K	Buy	1,987 +29	+1%	+$4.16K	0.13%	49
2022 Q2	$299K	Buy	1,958 +13	+0.7%	+$1.99K	0.14%	47
2022 Q1	$315K	Buy	1,945 +6	+0.3%	+$872	0.13%	44
2021 Q4	$262K	Buy	+1,939	New	+$229K	0.1%	46

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 Wealth Group's ABBV Position: Q1 2026 in Review

West Wealth Group held its AbbVie (ABBV) position steady in Q1 2026 at 1,999 shares worth $435K. The position accounts for 0.09% of the portfolio, ranked #86.

West Wealth Group first reported a position in ABBV in Q4 2021 and has held it in 17 quarters since. The position peaked at $457K in Q4 2025. 4,075 funds tracked by Wall St. Rank hold ABBV as of Q1 2026.

West Wealth Group held 1,999 shares of AbbVie worth $435K as of Q1 2026.
West Wealth Group left its AbbVie share count unchanged in Q1 2026.
AbbVie made up 0.09% of West Wealth Group's portfolio in Q1 2026, its #86 holding.
West Wealth Group first reported a position in AbbVie in Q4 2021 and has held it in 17 quarters since.
West Wealth Group's AbbVie position peaked at $457K in Q4 2025.
4,075 funds tracked by Wall St. Rank held AbbVie as of Q1 2026.

Based on West Wealth Group's 13F filing for Q1 2026, filed 12 May 2026.