Williams & Novak’s AbbVie ABBV Stock Holding History

Williams & Novak’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
2025 Q1	–	Sell	-2,285	Closed	-$406K	–	128
2024 Q4	$406K	Buy	2,285 +141	+7%	+$25.9K	0.39%	62
2024 Q3	$423K	Buy	2,144 +45	+2%	+$8.4K	0.4%	67
2024 Q2	$360K	Buy	+2,099	New	+$348K	0.34%	67

Other funds holding ABBV

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 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

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Williams & Novak's ABBV Position: Q1 2025 in Review

Williams & Novak sold out of AbbVie (ABBV) in Q1 2025, closing a stake of 2,285 shares — an estimated $406K sold.

Williams & Novak first reported a position in ABBV in Q2 2024 and held it in 3 quarters. The position peaked at $423K in Q3 2024. 3,819 funds tracked by Wall St. Rank hold ABBV as of Q1 2025.

Williams & Novak reported no remaining AbbVie position as of Q1 2025 after selling out during the quarter.
Williams & Novak sold 2,285 AbbVie shares in Q1 2025, an estimated $406K.
Williams & Novak first reported a position in AbbVie in Q2 2024 and held it in 3 quarters.
Williams & Novak's AbbVie position peaked at $423K in Q3 2024.
3,819 funds tracked by Wall St. Rank held AbbVie as of Q1 2025.

Based on Williams & Novak's 13F filing for Q1 2025, filed 15 May 2025.