PHILLIPS FINANCIAL MANAGEMENT, LLC

Position in ABBV — AbbVie Inc.

CIK 1350660 FORT WAYNE, IN

Position in ABBV

as of Jun 30, 2026 · filed Aug 3, 2026 Compact

Position Value

$684,712

+$134,898 QoQ

Shares Held

2,721

+7.6% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.43%

of 13F equity value

Holder Rank

#2,887

of 4,152 holders

Holding Since

Mar 2022

17 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Healthcare · as of Jun 30, 2026

PHILLIPS FINANCIAL MANAGEMENT, LLC holds $4,779,706 across 6 Drug Manufacturers - General names. ABBV ranks #2 (14.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	LLY	ELI LILLY & Co	2,337	$2,803,068
2	ABBV	AbbVie Inc. This page	2,721	$684,712
3	JNJ	Johnson & Johnson	2,228	$565,845
4	MRK	Merck & Co., Inc.	1,943	$249,675
5	AMGN	Amgen Inc	689	$249,500
6	GILD	Gilead Sciences, Inc.	1,796	$226,906

17 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$684,712	2,721	+7.6%	Shares	Sole	2026-08-03
2026-03-31	$549,814	2,528	-15.0%	Shares	Sole	2026-04-16
2025-12-31	$679,529	2,974	-10.2%	Shares	Sole	2026-01-26
2025-09-30	$766,860	3,312	+17.3%	Shares	Sole	2025-10-24
2025-06-30	$524,190	2,824	-4.3%	Shares	Sole	2025-07-30
2025-03-31	$618,503	2,952	+4.1%	Shares	Sole	2025-04-30
2024-12-31	$503,779	2,835	-3.9%	Shares	Sole	2025-02-10
2024-09-30	$582,368	2,949	-16.3%	Shares	Sole	2024-11-07
2024-06-30	$604,608	3,525	+3.5%	Shares	Sole	2024-08-08
2024-03-31	$620,050	3,405	+4.8%	Shares	Sole	2024-04-23
2023-12-31	$503,342	3,248	+25.1%	Shares	Sole	2024-01-25
2023-09-30	$386,959	2,596	+3.8%	Shares	Sole	2023-11-09
2023-06-30	$336,825	2,500	-1.1%	Shares	Sole	2023-08-11
2023-03-31	$403,046	2,529	-2.6%	Shares	Sole	2023-05-08
2022-12-31	$419,701	2,597	+7.5%	Shares	Sole	2023-01-24
2022-09-30	$324,251	2,416	+43.5%	Shares	Sole	2022-11-08
2022-03-31	$272,993	1,684	—	Shares	Sole	2022-05-06
No filing history on record for this holder in this stock.