Xcel Wealth Management’s AbbVie ABBV Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
Sell
-2,805
Closed -$641K 134
2025
Q4
$641K Hold
2,805
0.16% 85
2025
Q3
$649K Sell
2,805
-25
-0.9% -$5.09K 0.17% 87
2025
Q2
$525K Buy
2,830
+38
+1% +$7.06K 0.15% 89
2025
Q1
$585K Sell
2,792
-9
-0.3% -$1.75K 0.18% 83
2024
Q4
$498K Hold
2,801
0.14% 89
2024
Q3
$553K Hold
2,801
0.16% 84
2024
Q2
$480K Sell
2,801
-55
-2% -$9.11K 0.15% 82
2024
Q1
$520K Buy
2,856
+22
+0.8% +$3.79K 0.16% 80
2023
Q4
$439K Sell
2,834
-250
-8% -$36.4K 0.15% 83
2023
Q3
$460K Sell
3,084
-11,580
-79% -$1.7M 0.18% 77
2023
Q2
$1.98M Sell
14,664
-911
-6% -$134K 0.62% 46
2023
Q1
$2.48M Buy
15,575
+138
+0.9% +$21.1K 0.87% 31
2022
Q4
$2.49M Sell
15,437
-109
-0.7% -$16.7K 0.98% 27
2022
Q3
$2.09M Buy
15,546
+5
+0% +$717 0.78% 41
2022
Q2
$2.38M Sell
15,541
-9,576
-38% -$1.46M 0.87% 36
2022
Q1
$4.07M Sell
25,117
-42,753
-63% -$6.21M 1.12% 25
2021
Q4
$9.19M Sell
67,870
-139
-0.2% -$16.4K 2.36% 10
2021
Q3
$7.34M Buy
68,009
+9,118
+15% +$1.04M 2.13% 11
2021
Q2
$6.63M Buy
58,891
+1,785
+3% +$201K 2% 17
2021
Q1
$6.18M Buy
57,106
+6,389
+13% +$683K 2.2% 15
2020
Q4
$5.43M Buy
50,717
+5,631
+12% +$541K 2.35% 12
2020
Q3
$3.95M Buy
45,086
+8,000
+22% +$753K 2.03% 15
2020
Q2
$3.64M Buy
37,086
+2,005
+6% +$177K 2.26% 13
2020
Q1
$2.67M Buy
35,081
+2,200
+7% +$187K 2.41% 13
2019
Q4
$2.91M Buy
32,881
+881
+3% +$73.1K 2.42% 15
2019
Q3
$2.42M Buy
32,000
+8,175
+34% +$560K 2.24% 15
2019
Q2
$1.73M Buy
23,825
+12,600
+112% +$990K 1.7% 20
2019
Q1
$904K Buy
11,225
+8,490
+310% +$695K 0.93% 33
2018
Q4
$252K Buy
+2,735
New +$241K 0.31% 56

Other funds holding ABBV

Xcel Wealth Management's ABBV Position: Q1 2026 in Review

Xcel Wealth Management sold out of AbbVie (ABBV) in Q1 2026, closing a stake of 2,805 shares — an estimated $641K sold.

Xcel Wealth Management first reported a position in ABBV in Q4 2018 and held it in 29 quarters. The position peaked at $9.19M in Q4 2021. 4,097 funds tracked by Wall St. Rank hold ABBV as of Q1 2026.

  • Xcel Wealth Management reported no remaining AbbVie position as of Q1 2026 after selling out during the quarter.
  • Xcel Wealth Management sold 2,805 AbbVie shares in Q1 2026, an estimated $641K.
  • Xcel Wealth Management first reported a position in AbbVie in Q4 2018 and held it in 29 quarters.
  • Xcel Wealth Management's AbbVie position peaked at $9.19M in Q4 2021.
  • 4,097 funds tracked by Wall St. Rank held AbbVie as of Q1 2026.

Based on Xcel Wealth Management's 13F filing for Q1 2026, filed 21 Apr 2026.