Position in ABBV
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$5,077,340
+$452,416 QoQ
Shares Held
20,177
-5.1% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.22%
of 13F equity value
Holder Rank
#1,302
of 4,153 holders
Holding Since
Jun 2024
8 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in ABBV Over Time
Shares Held
Position Value (USD)
Position in Drug Manufacturers - General
Healthcare · as of Jun 30, 2026Dynasty Wealth Management, LLC holds $19,873,060 across 10 Drug Manufacturers - General names. ABBV ranks #1 (25.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ABBV |
AbbVie Inc.
This page
|
20,177 | $5,077,340 | |
| 2 | AZN |
Astrazeneca PLC
|
20,986 | $3,979,365 | |
| 3 | LLY |
ELI LILLY & Co
|
3,240 | $3,886,153 | |
| 4 | NVS |
Novartis AG
|
11,695 | $1,832,840 | |
| 5 | MRK |
Merck & Co., Inc.
|
10,391 | $1,335,243 | |
| 6 | JNJ |
Johnson & Johnson
|
4,187 | $1,063,372 | |
| 7 | GILD |
Gilead Sciences, Inc.
|
7,916 | $1,000,107 | |
| 8 | GSK |
GSK plc
|
12,407 | $650,374 |
All Filings in ABBV
Export CSV
8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $5,077,340 | 20,177 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $4,624,924 | 21,265 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $5,076,362 | 22,217 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $4,871,601 | 21,040 | Shares | Sole | 2025-10-29 | |
| 2025-03-31 | $3,035,735 | 14,489 | Shares | Sole | 2025-05-02 | |
| 2024-12-31 | $2,394,507 | 13,475 | Shares | Sole | 2025-02-05 | |
| 2024-09-30 | $1,600,377 | 8,104 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $1,100,643 | 6,417 | Shares | Sole | 2024-08-12 | |
| No filing history on record for this holder in this stock. | ||||||