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Williamson Legacy Group’s AbbVie ABBV Stock Holding History

Williamson Legacy 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
2025
Q3 		– Sell
-2,203
Closed -$409K – 98
2025
Q2 		$409K Sell
2,203
-321
-13% -$59.7K 0.34% 89
2025
Q1 		$529K Buy
2,524
+348
+16% +$67.7K 0.5% 78
2024
Q4 		$387K Sell
2,176
-106
-5% -$19.5K 0.26% 93
2024
Q3 		$451K Buy
+2,282
New +$426K 0.3% 86

Other funds holding ABBV

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 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
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Williamson Legacy Group's ABBV Position: Q3 2025 in Review

Williamson Legacy Group sold out of AbbVie (ABBV) in Q3 2025, closing a stake of 2,203 shares — an estimated $409K sold.

Williamson Legacy Group first reported a position in ABBV in Q3 2024 and held it in 4 quarters. The position peaked at $529K in Q1 2025. 3,905 funds tracked by Wall St. Rank hold ABBV as of Q3 2025.

  • Williamson Legacy Group reported no remaining AbbVie position as of Q3 2025 after selling out during the quarter.
  • Williamson Legacy Group sold 2,203 AbbVie shares in Q3 2025, an estimated $409K.
  • Williamson Legacy Group first reported a position in AbbVie in Q3 2024 and held it in 4 quarters.
  • Williamson Legacy Group's AbbVie position peaked at $529K in Q1 2025.
  • 3,905 funds tracked by Wall St. Rank held AbbVie as of Q3 2025.

Based on Williamson Legacy Group's 13F filing for Q3 2025, filed 14 Nov 2025.