Position in ABBV
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$15,444,656
+$2,205,605 QoQ
Shares Held
61,376
+0.8% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
2.35%
of 13F equity value
Holder Rank
#728
of 4,153 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in ABBV Over Time
Shares Held
Position Value (USD)
Position in Drug Manufacturers - General
Healthcare · as of Jun 30, 2026Avantax Planning Partners, Inc. holds $68,697,880 across 9 Drug Manufacturers - General names. ABBV ranks #1 (22.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ABBV |
AbbVie Inc.
This page
|
61,376 | $15,444,656 | |
| 2 | MRK |
Merck & Co., Inc.
|
100,354 | $12,895,489 | |
| 3 | JNJ |
Johnson & Johnson
|
45,393 | $11,528,460 | |
| 4 | AMGN |
Amgen Inc
|
28,579 | $10,349,027 | |
| 5 | LLY |
ELI LILLY & Co
|
6,678 | $8,009,794 | |
| 6 | PFE |
Pfizer Inc
|
237,765 | $5,725,381 | |
| 7 | BMY |
Bristol Myers Squibb Co
|
67,492 | $3,888,889 | |
| 8 | GILD |
Gilead Sciences, Inc.
|
3,643 | $460,256 |
All Filings in ABBV
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $15,444,656 | 61,376 | Shares | Sole | 2026-07-28 | |
| 2026-03-31 | $13,239,051 | 60,872 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $13,158,510 | 57,589 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $13,393,662 | 57,846 | Shares | Sole | 2025-10-31 | |
| 2025-06-30 | $10,636,954 | 57,305 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $11,946,620 | 57,019 | Shares | Sole | 2025-04-29 | |
| 2024-12-31 | $10,719,574 | 60,324 | Shares | Sole | 2025-02-07 | |
| 2024-09-30 | $11,625,845 | 58,871 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $11,713,443 | 68,292 | Shares | Sole | 2024-08-09 | |
| 2024-03-31 | $12,384,256 | 68,008 | Shares | Sole | 2024-05-03 | |
| 2023-12-31 | $5,139,580 | 33,165 | Shares | Sole | 2024-02-09 | |
| 2023-09-30 | $5,022,874 | 33,697 | Shares | Sole | 2023-11-06 | |
| 2023-06-30 | $4,632,286 | 34,382 | Shares | Sole | 2023-07-18 | |
| 2023-03-31 | $5,448,222 | 34,186 | Shares | Sole | 2023-04-21 | |
| 2022-12-31 | $5,309,858 | 32,856 | Shares | Sole | 2023-02-10 | |
| 2022-09-30 | $4,990,867 | 37,187 | Shares | Sole | 2022-10-14 | |
| 2022-06-30 | $4,235,333 | 27,653 | Shares | Sole | 2022-07-18 | |
| 2022-03-31 | $4,530,163 | 27,945 | Shares | Sole | 2022-05-09 | |
| 2021-12-31 | $3,860,389 | 28,511 | Shares | Sole | 2022-01-28 | |
| 2021-09-30 | $2,991,990 | 27,737 | Shares | Sole | 2021-10-27 | |
| 2021-06-30 | $3,102,668 | 27,545 | Shares | Sole | 2021-08-10 | |
| 2021-03-31 | $2,875,080 | 26,567 | Shares | Sole | 2021-05-06 | |
| 2020-12-31 | $2,843,868 | 26,541 | Shares | Sole | 2021-02-04 | |
| 2020-09-30 | $2,467,235 | 28,168 | Shares | Sole | 2020-10-28 | |
| 2020-06-30 | $2,713,793 | 27,641 | Shares | Sole | 2020-07-15 | |
| 2020-03-31 | $2,114,958 | 27,759 | Shares | Sole | 2020-04-27 | |
| No filing history on record for this holder in this stock. | ||||||