Western Financial Corp’s AbbVie ABBV Stock Holding History

Western Financial Corp’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	$311K	Buy	1,235 +134	+12%	+$28.8K	0.09%	106
2026 Q1	$240K	Buy	+1,101	New	+$244K	0.09%	111
2024 Q1	–	Sell	-5,915	Closed	-$917K	–	115
2023 Q4	$917K	Sell	5,915 -175	-3%	-$25.5K	0.61%	30
2023 Q3	$908K	Sell	6,090 -611	-9%	-$89.7K	0.67%	28
2023 Q2	$903K	Buy	6,701 +93	+1%	+$13.6K	0.62%	33
2023 Q1	$1.05M	Buy	6,608 +199	+3%	+$30.4K	0.75%	23
2022 Q4	$1.04M	Buy	6,409 +67	+1%	+$10.3K	0.67%	26
2022 Q3	$851K	Buy	6,342 +388	+7%	+$55.7K	0.6%	32
2022 Q2	$912K	Buy	+5,954	New	+$910K	0.65%	29
2021 Q3	–	Sell	-1,994	Closed	-$225K	–	89
2021 Q2	$225K	Buy	1,994 +35	+2%	+$3.94K	0.12%	84
2021 Q1	$212K	Hold	1,959	–	–	0.13%	79
2020 Q4	$209K	Buy	+1,959	New	+$188K	0.14%	75

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

Western Financial Corp's ABBV Position: Q2 2026 in Review

Western Financial Corp increased its AbbVie (ABBV) stake by 12% in Q2 2026, buying an estimated $28.8K and bringing the position to 1,235 shares worth $311K. The position accounts for 0.09% of the portfolio, ranked #106.

Western Financial Corp first reported a position in ABBV in Q4 2020 and has held it in 12 quarters since. The position peaked at $1.05M in Q1 2023. 4,189 funds tracked by Wall St. Rank hold ABBV as of Q2 2026.

Western Financial Corp held 1,235 shares of AbbVie worth $311K as of Q2 2026.
Western Financial Corp bought 134 AbbVie shares in Q2 2026, an estimated $28.8K.
AbbVie made up 0.09% of Western Financial Corp's portfolio in Q2 2026, its #106 holding.
Western Financial Corp first reported a position in AbbVie in Q4 2020 and has held it in 12 quarters since.
Western Financial Corp's AbbVie position peaked at $1.05M in Q1 2023.
4,189 funds tracked by Wall St. Rank held AbbVie as of Q2 2026.

Based on Western Financial Corp's 13F filing for Q2 2026, filed 22 Jul 2026.