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WMG Financial Advisors’s AbbVie ABBV Stock Holding History

WMG Financial Advisors’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
Q2 		$271K Sell
1,076
-62
-5% -$13.3K 0.1% 78
2026
Q1 		$248K Sell
1,138
-14
-1% -$3.11K 0.1% 81
2025
Q4 		$263K Sell
1,152
-543
-32% -$124K 0.11% 86
2025
Q3 		$392K Sell
1,695
-43
-2% -$8.76K 0.13% 107
2025
Q2 		$323K Buy
1,738
+48
+3% +$8.92K 0.12% 118
2025
Q1 		$354K Sell
1,690
-447
-21% -$86.9K 0.15% 95
2024
Q4 		$380K Buy
2,137
+93
+5% +$17.1K 0.16% 90
2024
Q3 		$404K Buy
2,044
+7
+0.3% +$1.31K 0.18% 78
2024
Q2 		$349K Buy
2,037
+427
+27% +$70.7K 0.18% 81
2024
Q1 		$293K Buy
1,610
+148
+10% +$25.5K 0.17% 95
2023
Q4 		$227K Sell
1,462
-400
-21% -$58.3K 0.15% 105
2023
Q3 		$278K Buy
1,862
+63
+4% +$9.25K 0.24% 73
2023
Q2 		$242K Buy
1,799
+215
+14% +$31.5K 0.18% 94
2023
Q1 		$295K Sell
1,584
-1,680
-51% -$257K 0.24% 71
2022
Q4 		$527K Buy
3,264
+21
+0.6% +$3.22K 0.45% 59
2022
Q3 		$438K Buy
3,243
+129
+4% +$18.5K 0.39% 67
2022
Q2 		$478K Sell
3,114
-193
-6% -$29.5K 0.41% 61
2022
Q1 		$537K Buy
3,307
+69
+2% +$10K 0.39% 63
2021
Q4 		$438K Buy
+3,238
New +$382K 0.34% 75

Other funds holding ABBV

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
ECSS
Eurizon Capital SGR SpA Milan $37.3B AUM
ATO
Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

WMG Financial Advisors's ABBV Position: Q2 2026 in Review

WMG Financial Advisors reduced its AbbVie (ABBV) stake by 5.4% in Q2 2026, selling an estimated $13.3K and leaving 1,076 shares worth $271K. The position accounts for 0.1% of the portfolio, ranked #78.

WMG Financial Advisors first reported a position in ABBV in Q4 2021 and has held it in 19 quarters since. The position peaked at $537K in Q1 2022. 2,121 funds tracked by Wall St. Rank hold ABBV as of Q2 2026.

  • WMG Financial Advisors held 1,076 shares of AbbVie worth $271K as of Q2 2026.
  • WMG Financial Advisors sold 62 AbbVie shares in Q2 2026, an estimated $13.3K.
  • AbbVie made up 0.1% of WMG Financial Advisors's portfolio in Q2 2026, its #78 holding.
  • WMG Financial Advisors first reported a position in AbbVie in Q4 2021 and has held it in 19 quarters since.
  • WMG Financial Advisors's AbbVie position peaked at $537K in Q1 2022.
  • 2,121 funds tracked by Wall St. Rank held AbbVie as of Q2 2026.

Based on WMG Financial Advisors's 13F filing for Q2 2026, filed 23 Jul 2026.