Position in ABBV
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$74,819,617
+$17,913,142 QoQ
Shares Held
297,328
+13.6% QoQ
Ownership
0.017%
of shares outstanding
% of Portfolio
0.66%
of 13F equity value
Holder Rank
#300
of 4,153 holders
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 82%
Shared 0%
None 18%
Common Shares in ABBV Over Time
Shares Held
Position Value (USD)
Position in Drug Manufacturers - General
Healthcare · as of Jun 30, 2026EP Wealth Advisors, LLC holds $468,870,808 across 14 Drug Manufacturers - General names. ABBV ranks #3 (16.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JNJ |
Johnson & Johnson
|
708,767 | $180,005,554 | |
| 2 | LLY |
ELI LILLY & Co
|
96,123 | $115,292,819 | |
| 3 | ABBV |
AbbVie Inc.
This page
|
297,328 | $74,819,617 | |
| 4 | MRK |
Merck & Co., Inc.
|
282,377 | $36,285,444 | |
| 5 | AMGN |
Amgen Inc
|
70,291 | $25,453,776 | |
| 6 | GILD |
Gilead Sciences, Inc.
|
113,192 | $14,300,677 | |
| 7 | NVS |
Novartis AG
|
38,592 | $6,048,138 | |
| 8 | PFE |
Pfizer Inc
|
247,206 | $5,952,720 |
All Filings in ABBV
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $74,819,617 | 297,328 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $56,906,475 | 261,651 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $58,661,151 | 256,734 | Shares | Sole | 2026-02-18 | |
| 2025-06-30 | $23,655,784 | 127,442 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $26,426,338 | 126,128 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $18,665,252 | 105,038 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $19,816,525 | 100,347 | Shares | Sole | 2024-11-15 | |
| 2024-06-30 | $15,616,724 | 91,049 | Shares | Sole | 2024-08-19 | |
| 2024-03-31 | $16,135,881 | 88,610 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $13,198,949 | 85,171 | Shares | Sole | 2024-02-28 | |
| 2023-09-30 | $13,018,602 | 87,338 | Shares | Sole | 2023-11-24 | |
| 2023-06-30 | $788,170 | 5,850 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $15,180,629 | 95,254 | Shares | Sole | 2023-06-05 | |
| 2022-12-31 | $14,641,381 | 90,597 | Shares | Sole | 2023-06-12 | |
| 2022-09-30 | $12,612,384 | 93,975 | Shares | Sole | 2022-12-02 | |
| 2022-06-30 | $4,749,797 | 31,012 | Shares | Sole | 2022-08-11 | |
| 2022-03-31 | $5,124,945 | 31,614 | Shares | Sole | 2022-05-20 | |
| 2021-12-31 | $4,264,829 | 31,498 | Shares | Sole | 2022-02-17 | |
| 2021-09-30 | $3,522,494 | 32,655 | Shares | Sole | 2021-11-23 | |
| 2021-06-30 | $4,076,328 | 36,189 | Shares | Sole | 2021-08-24 | |
| 2021-03-31 | $3,869,297 | 35,754 | Shares | Sole | 2021-05-17 | |
| 2020-12-31 | $1,594,820 | 14,884 | Shares | Sole | 2021-02-18 | |
| 2020-09-30 | $917,943 | 10,480 | Shares | Sole | 2020-11-17 | |
| 2020-06-30 | $1,081,158 | 11,012 | Shares | Sole | 2020-08-14 | |
| 2020-03-31 | $923,879 | 12,126 | Shares | Sole | 2020-05-18 | |
| No filing history on record for this holder in this stock. | ||||||