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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
Q3 		$1.06M Buy
4,049
+349
+9% +$89.5K 0.45% 64
2026
Q2 		$931K Buy
3,700
+728
+24% +$157K 0.42% 72
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

HCM
Hamlin Capital Management New York $4.04B AUM 11.59% 1-Year Est. Return
FWCM
Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return
MSV
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
AIM
Artemis Investment Management Edinburgh, United Kingdom $11.5B AUM 61.77% 1-Year Est. Return
EB
Eastern Bank Boston, Massachusetts $6.58B AUM 23.57% 1-Year Est. Return
SC
Sapient Capital Indianapolis, Indiana $7.44B AUM 23.27% 1-Year Est. Return
AP
Atwood & Palmer Kansas City, Missouri $1.95B AUM 16% 1-Year Est. Return
IWA
Inspirion Wealth Advisors Libertyville, Illinois $880M AUM 10.53% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Whalen Wealth Management's ABBV Position: Q3 2026 in Review

Whalen Wealth Management increased its AbbVie (ABBV) stake by 9.4% in Q3 2026, buying an estimated $89.5K and bringing the position to 4,049 shares worth $1.06M. The position accounts for 0.45% of the portfolio, ranked #64.

Whalen Wealth Management first reported a position in ABBV in Q2 2024 and has held it in 5 quarters since. 246 funds tracked by Wall St. Rank hold ABBV as of Q3 2026.

  • Whalen Wealth Management held 4,049 shares of AbbVie worth $1.06M as of Q3 2026.
  • Whalen Wealth Management bought 349 AbbVie shares in Q3 2026, an estimated $89.5K.
  • AbbVie made up 0.45% of Whalen Wealth Management's portfolio in Q3 2026, its #64 holding.
  • Whalen Wealth Management first reported a position in AbbVie in Q2 2024 and has held it in 5 quarters since.
  • 246 funds tracked by Wall St. Rank held AbbVie as of Q3 2026.

Based on Whalen Wealth Management's 13F filing for Q3 2026, filed 8 Oct 2026.