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Whalen Wealth Management’s AbbVie ABBV Stock Holding History

Whalen Wealth 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 		$646K Sell
2,972
-462
-13% -$102K 0.35% 79
2025
Q4 		$785K Buy
+3,434
New +$782K 0.42% 62
2024
Q3 		– Sell
-1,850
Closed -$317K – 113
2024
Q2 		$317K Buy
+1,850
New +$306K 0.25% 74

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

Whalen Wealth Management's ABBV Position: Q1 2026 in Review

Whalen Wealth Management reduced its AbbVie (ABBV) stake by 13% in Q1 2026, selling an estimated $102K and leaving 2,972 shares worth $646K. The position accounts for 0.35% of the portfolio, ranked #79.

Whalen Wealth Management first reported a position in ABBV in Q2 2024 and has held it in 3 quarters since. The position peaked at $785K in Q4 2025. 4,076 funds tracked by Wall St. Rank hold ABBV as of Q1 2026.

  • Whalen Wealth Management held 2,972 shares of AbbVie worth $646K as of Q1 2026.
  • Whalen Wealth Management sold 462 AbbVie shares in Q1 2026, an estimated $102K.
  • AbbVie made up 0.35% of Whalen Wealth Management's portfolio in Q1 2026, its #79 holding.
  • Whalen Wealth Management first reported a position in AbbVie in Q2 2024 and has held it in 3 quarters since.
  • Whalen Wealth Management's AbbVie position peaked at $785K in Q4 2025.
  • 4,076 funds tracked by Wall St. Rank held AbbVie as of Q1 2026.

Based on Whalen Wealth Management's 13F filing for Q1 2026, filed 13 Apr 2026.