Position in ABBV
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$4,628,917
+$613,182 QoQ
Shares Held
18,395
-0.4% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.57%
of 13F equity value
Holder Rank
#1,361
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, 2026Institute for Wealth Management, LLC. holds $23,344,163 across 14 Drug Manufacturers - General names. ABBV ranks #2 (19.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | LLY |
ELI LILLY & Co
|
5,669 | $6,799,569 | |
| 2 | ABBV |
AbbVie Inc.
This page
|
18,395 | $4,628,917 | |
| 3 | AMGN |
Amgen Inc
|
11,683 | $4,230,647 | |
| 4 | JNJ |
Johnson & Johnson
|
10,495 | $2,665,415 | |
| 5 | MRK |
Merck & Co., Inc.
|
9,515 | $1,222,677 | |
| 6 | BMY |
Bristol Myers Squibb Co
|
20,230 | $1,165,652 | |
| 7 | GILD |
Gilead Sciences, Inc.
|
7,422 | $937,695 | |
| 8 | NVS |
Novartis AG
|
3,614 | $566,386 |
All Filings in ABBV
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $4,628,917 | 18,395 | Shares | Sole | 2026-07-28 | |
| 2026-03-31 | $4,015,735 | 18,464 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $4,249,914 | 18,600 | Shares | Sole | 2026-01-27 | |
| 2025-09-30 | $4,339,754 | 18,743 | Shares | Sole | 2025-10-17 | |
| 2025-06-30 | $3,544,413 | 19,095 | Shares | Sole | 2025-07-18 | |
| 2025-03-31 | $4,034,307 | 19,255 | Shares | Sole | 2025-04-21 | |
| 2024-12-31 | $3,465,150 | 19,500 | Shares | Sole | 2025-01-23 | |
| 2024-09-30 | $3,862,511 | 19,559 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $3,473,623 | 20,252 | Shares | Sole | 2024-07-25 | |
| 2024-03-31 | $3,670,589 | 20,157 | Shares | Sole | 2024-04-30 | |
| 2023-12-31 | $3,144,341 | 20,290 | Shares | Sole | 2024-01-31 | |
| 2023-09-30 | $3,074,809 | 20,628 | Shares | Sole | 2023-10-13 | |
| 2023-06-30 | $2,795,916 | 20,752 | Shares | Sole | 2023-07-25 | |
| 2023-03-31 | $3,501,996 | 21,974 | Shares | Sole | 2023-04-20 | |
| 2022-12-31 | $3,628,467 | 22,452 | Shares | Sole | 2023-02-02 | |
| 2022-09-30 | $3,047,909 | 22,710 | Shares | Sole | 2022-10-18 | |
| 2022-06-30 | $3,462,028 | 22,604 | Shares | Sole | 2022-07-25 | |
| 2022-03-31 | $3,694,649 | 22,791 | Shares | Sole | 2022-04-29 | |
| 2021-12-31 | $3,020,097 | 22,305 | Shares | Sole | 2022-01-21 | |
| 2021-09-30 | $2,403,990 | 22,286 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $2,471,659 | 21,943 | Shares | Sole | 2021-07-21 | |
| 2021-03-31 | $2,443,066 | 22,575 | Shares | Sole | 2021-05-04 | |
| 2020-12-31 | $2,349,585 | 21,928 | Shares | Sole | 2021-02-01 | |
| 2020-09-30 | $1,858,046 | 21,213 | Shares | Sole | 2020-11-03 | |
| 2020-06-30 | $1,996,195 | 20,332 | Shares | Sole | 2020-07-30 | |
| 2020-03-31 | $1,258,963 | 16,524 | Shares | Sole | 2020-04-29 | |
| No filing history on record for this holder in this stock. | ||||||