Position in ABBV
as of Jun 30, 2026
· filed Jul 15, 2026
Position Value
$1,596,152
+$321,661 QoQ
Shares Held
6,343
+8.2% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.54%
of 13F equity value
Holder Rank
#2,136
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, 2026Summit Financial Wealth Advisors, LLC holds $11,793,001 across 10 Drug Manufacturers - General names. ABBV ranks #4 (13.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PFE |
Pfizer Inc
|
86,749 | $2,088,915 | |
| 2 | JNJ |
Johnson & Johnson
|
7,700 | $1,955,569 | |
| 3 | LLY |
ELI LILLY & Co
|
1,335 | $1,601,239 | |
| 4 | ABBV |
AbbVie Inc.
This page
|
6,343 | $1,596,152 | |
| 5 | MRK |
Merck & Co., Inc.
|
10,611 | $1,363,513 | |
| 6 | AMGN |
Amgen Inc
|
2,344 | $848,809 | |
| 7 | BMY |
Bristol Myers Squibb Co
|
12,990 | $748,483 | |
| 8 | NVO |
Novo Nordisk A S
|
15,600 | $747,864 |
All Filings in ABBV
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,596,152 | 6,343 | Shares | Sole | 2026-07-15 | |
| 2026-03-31 | $1,274,491 | 5,860 | Shares | Sole | 2026-05-26 | |
| 2025-12-31 | $1,335,067 | 5,843 | Shares | Sole | 2026-01-27 | |
| 2025-09-30 | $1,347,099 | 5,818 | Shares | Sole | 2025-10-03 | |
| 2025-06-30 | $1,030,005 | 5,549 | Shares | Sole | 2025-09-29 | |
| 2025-03-31 | $1,206,625 | 5,759 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $1,021,775 | 5,750 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $1,135,510 | 5,750 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $986,240 | 5,750 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $1,047,075 | 5,750 | Shares | Sole | 2024-05-02 | |
| 2023-12-31 | $858,068 | 5,537 | Shares | Sole | 2024-01-19 | |
| 2023-09-30 | $782,117 | 5,247 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $734,009 | 5,448 | Shares | Sole | 2023-07-12 | |
| 2023-03-31 | $868,247 | 5,448 | Shares | Sole | 2023-04-10 | |
| 2022-12-31 | $933,136 | 5,774 | Shares | Sole | 2023-01-17 | |
| 2022-09-30 | $774,928 | 5,774 | Shares | Sole | 2022-10-28 | |
| 2022-06-30 | $895,067 | 5,844 | Shares | Sole | 2022-07-26 | |
| 2022-03-31 | $889,983 | 5,490 | Shares | Sole | 2022-05-06 | |
| 2021-12-31 | $756,886 | 5,590 | Shares | Sole | 2022-01-12 | |
| 2021-09-30 | $602,993 | 5,590 | Shares | Sole | 2021-11-05 | |
| 2021-06-30 | $619,407 | 5,499 | Shares | Sole | 2021-08-09 | |
| 2021-03-31 | $600,079 | 5,545 | Shares | Sole | 2021-04-23 | |
| 2020-12-31 | $655,329 | 6,116 | Shares | Sole | 2021-01-11 | |
| 2020-09-30 | $593,509 | 6,776 | Shares | Sole | 2020-11-09 | |
| 2020-06-30 | $687,750 | 7,005 | Shares | Sole | 2020-07-16 | |
| 2020-03-31 | $514,206 | 6,749 | Shares | Sole | 2020-04-29 | |
| No filing history on record for this holder in this stock. | ||||||