LifeSteps Financial, Inc.

Position in ABBV — AbbVie Inc.

CIK 1801373 CLAREMONT, CA

Position in ABBV

as of Jun 30, 2026 · filed Jul 17, 2026 Compact

Position Value

$1,846,785

+$261,718 QoQ

Shares Held

7,339

+0.7% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

1.31%

of 13F equity value

Holder Rank

#2,025

of 4,153 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Healthcare · as of Jun 30, 2026

LifeSteps Financial, Inc. holds $4,238,352 across 14 Drug Manufacturers - General names. ABBV ranks #1 (43.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	ABBV	AbbVie Inc. This page	7,339	$1,846,785
2	JNJ	Johnson & Johnson	4,127	$1,048,134
3	NVO	Novo Nordisk A S	7,446	$356,961
4	LLY	ELI LILLY & Co	263	$315,450
5	AMGN	Amgen Inc	813	$294,403
6	PFE	Pfizer Inc	5,307	$127,792
7	MRK	Merck & Co., Inc.	805	$103,442
8	BMY	Bristol Myers Squibb Co	1,484	$85,508

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,846,785	7,339	+0.7%	Shares	Sole	2026-07-17
2026-03-31	$1,585,067	7,288	-0.6%	Shares	Sole	2026-04-22
2025-12-31	$1,674,603	7,329	+0.2%	Shares	Sole	2026-01-28
2025-09-30	$1,693,946	7,316	-0.6%	Shares	Sole	2025-10-16
2025-06-30	$1,365,791	7,358	+0.7%	Shares	Sole	2025-07-23
2025-03-31	$1,530,334	7,304	+1.0%	Shares	Sole	2025-04-23
2024-12-31	$1,285,304	7,233	-2.5%	Shares	Sole	2025-02-03
2024-09-30	$1,465,104	7,419	+1.3%	Shares	Sole	2024-10-16
2024-06-30	$1,256,212	7,324	-0.6%	Shares	Sole	2024-07-17
2024-03-31	$1,341,166	7,365	-0.8%	Shares	Sole	2024-04-26
2023-12-31	$1,150,497	7,424	+0.2%	Shares	Sole	2024-01-19
2023-09-30	$1,104,385	7,409	+0.1%	Shares	Sole	2023-10-25
2023-06-30	$997,406	7,403	-0.2%	Shares	Sole	2023-07-14
2023-03-31	$1,181,887	7,416	-0.9%	Shares	Sole	2023-04-12
2022-12-31	$1,209,166	7,482	+2.3%	Shares	Sole	2023-01-18
2022-09-30	$981,880	7,316	+4.3%	Shares	Sole	2022-10-14
2022-06-30	$1,073,957	7,012	-7.6%	Shares	Sole	2022-07-13
2022-03-31	$1,230,577	7,591	+2.8%	Shares	Sole	2022-04-12
2021-12-31	$999,387	7,381	-4.0%	Shares	Sole	2022-01-26
2021-09-30	$829,520	7,690	+1.7%	Shares	Sole	2021-10-06
2021-06-30	$851,333	7,558	+19.4%	Shares	Sole	2021-07-09
2021-03-31	$684,816	6,328	+31.8%	Shares	Sole	2021-04-20
2020-12-31	$514,534	4,802	+5.2%	Shares	Sole	2021-01-25
2020-09-30	$399,848	4,565	+0.0%	Shares	Sole	2020-10-21
2020-06-30	$447,995	4,563	+30.7%	Shares	Sole	2020-08-05
2020-03-31	$265,979	3,491	—	Shares	Sole	2020-05-21
No filing history on record for this holder in this stock.