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Windward Capital Management’s AbbVie ABBV Stock Holding History

Windward Capital 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
2025
Q1 		– Sell
-1,646
Closed -$292K – 72
2024
Q4 		$292K Hold
1,646
– – 0.02% 79
2024
Q3 		$325K Buy
+1,646
New +$307K 0.02% 79
2020
Q3 		– Sell
-2,127
Closed -$209K – 76
2020
Q2 		$209K Buy
+2,127
New +$187K 0.02% 75

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
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
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

Windward Capital Management's ABBV Position: Q1 2025 in Review

Windward Capital Management sold out of AbbVie (ABBV) in Q1 2025, closing a stake of 1,646 shares — an estimated $292K sold.

Windward Capital Management first reported a position in ABBV in Q2 2020 and held it in 3 quarters. The position peaked at $325K in Q3 2024. 3,819 funds tracked by Wall St. Rank hold ABBV as of Q1 2025.

  • Windward Capital Management reported no remaining AbbVie position as of Q1 2025 after selling out during the quarter.
  • Windward Capital Management sold 1,646 AbbVie shares in Q1 2025, an estimated $292K.
  • Windward Capital Management first reported a position in AbbVie in Q2 2020 and held it in 3 quarters.
  • Windward Capital Management's AbbVie position peaked at $325K in Q3 2024.
  • 3,819 funds tracked by Wall St. Rank held AbbVie as of Q1 2025.

Based on Windward Capital Management's 13F filing for Q1 2025, filed 13 May 2025.