Position in ABBV
as of Jun 30, 2026
· filed Jul 13, 2026
Position Value
$1,187,740
+$179,892 QoQ
Shares Held
4,720
+1.9% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.43%
of 13F equity value
Holder Rank
#2,389
of 4,153 holders
Holding Since
Mar 2020
19 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in ABBV Over Time
Shares Held
Position Value (USD)
Derivatives in ABBV
reported options exposure · as of Sep 30, 2020CallValue
$0
CallShares
0
PutValue
$707,552
PutShares
8,078
Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.
Position in Drug Manufacturers - General
Healthcare · as of Jun 30, 2026Cypress Wealth Services, LLC holds $11,046,783 across 9 Drug Manufacturers - General names. ABBV ranks #4 (10.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | LLY |
ELI LILLY & Co
|
2,396 | $2,873,834 | |
| 2 | JNJ |
Johnson & Johnson
|
10,579 | $2,686,748 | |
| 3 | MRK |
Merck & Co., Inc.
|
13,738 | $1,765,333 | |
| 4 | ABBV |
AbbVie Inc.
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|
4,720 | $1,187,740 | |
| 5 | AMGN |
Amgen Inc
|
2,114 | $765,521 | |
| 6 | GSK |
GSK plc
|
11,650 | $610,693 | |
| 7 | PFE |
Pfizer Inc
|
19,074 | $459,301 | |
| 8 | AZN |
Astrazeneca PLC
|
2,069 | $392,323 |
All Filings in ABBV
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19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,187,740 | 4,720 | Shares | Sole | 2026-07-13 | |
| 2026-03-31 | $1,007,848 | 4,634 | Shares | Sole | 2026-04-15 | |
| 2025-12-31 | $1,053,795 | 4,612 | Shares | Sole | 2026-01-14 | |
| 2025-09-30 | $576,534 | 2,490 | Shares | Sole | 2025-10-15 | |
| 2025-06-30 | $513,053 | 2,764 | Shares | Sole | 2025-07-28 | |
| 2025-03-31 | $595,455 | 2,842 | Shares | Sole | 2025-04-10 | |
| 2024-12-31 | $495,960 | 2,791 | Shares | Sole | 2025-01-15 | |
| 2024-09-30 | $540,700 | 2,738 | Shares | Sole | 2024-10-09 | |
| 2024-06-30 | $442,864 | 2,582 | Shares | Sole | 2024-07-12 | |
| 2024-03-31 | $452,336 | 2,484 | Shares | Sole | 2024-04-16 | |
| 2023-12-31 | $249,501 | 1,610 | Shares | Sole | 2024-01-11 | |
| 2023-09-30 | $239,837 | 1,609 | Shares | Sole | 2023-10-13 | |
| 2023-06-30 | $215,298 | 1,598 | Shares | Sole | 2023-07-21 | |
| 2021-06-30 | $752,322 | 6,679 | Shares | Sole | 2021-07-14 | |
| 2021-03-31 | $813,273 | 7,515 | Shares | Sole | 2021-04-28 | |
| 2020-12-31 | $812,518 | 7,583 | Shares | Sole | 2021-01-22 | |
| 2020-09-30 | $707,552 | 8,078 | Put | Sole | 2020-10-23 | |
| 2020-06-30 | $3,232,772 | 32,927 | Shares | Sole | 2020-07-15 | |
| 2020-03-31 | $2,439,375 | 32,017 | Shares | Sole | 2020-04-28 | |
| No filing history on record for this holder in this stock. | ||||||