WALLED LAKE PLANNING & WEALTH MANAGEMENT, LLC
Position in ABBV — AbbVie Inc.
CIK 1812177
HIGHLAND PARK, IL
Position in ABBV
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$817,830
+$162,316 QoQ
Shares Held
3,250
+7.8% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.58%
of 13F equity value
Holder Rank
#2,738
of 4,153 holders
Holding Since
Mar 2020
20 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, 2026WALLED LAKE PLANNING & WEALTH MANAGEMENT, LLC holds $32,090,304 across 8 Drug Manufacturers - General names. ABBV ranks #6 (2.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NVS |
Novartis AG
|
50,139 | $7,857,784 | |
| 2 | GILD |
Gilead Sciences, Inc.
|
54,276 | $6,857,229 | |
| 3 | GSK |
GSK plc
|
119,866 | $6,283,375 | |
| 4 | MRK |
Merck & Co., Inc.
|
48,113 | $6,182,520 | |
| 5 | PFE |
Pfizer Inc
|
119,517 | $2,877,969 | |
| 6 | ABBV |
AbbVie Inc.
This page
|
3,250 | $817,830 | |
| 7 | LLY |
ELI LILLY & Co
|
568 | $681,276 | |
| 8 | JNJ |
Johnson & Johnson
|
2,096 | $532,321 |
All Filings in ABBV
Export CSV
20 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $817,830 | 3,250 | Shares | Sole | 2026-07-20 | |
| 2026-03-31 | $655,514 | 3,014 | Shares | Sole | 2026-04-30 | |
| 2025-12-31 | $687,983 | 3,011 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $697,398 | 3,012 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $558,716 | 3,010 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $630,026 | 3,007 | Shares | Sole | 2025-05-08 | |
| 2024-12-31 | $544,117 | 3,062 | Shares | Sole | 2025-02-12 | |
| 2024-09-30 | $540,305 | 2,736 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $443,379 | 2,585 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $467,086 | 2,565 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $397,188 | 2,563 | Shares | Sole | 2024-02-13 | |
| 2022-03-31 | $422,296 | 2,605 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $7,399,068 | 54,646 | Shares | Sole | 2022-02-10 | |
| 2021-09-30 | $6,039,317 | 55,987 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $6,210,744 | 55,138 | Shares | Sole | 2021-08-16 | |
| 2021-03-31 | $5,929,914 | 54,795 | Shares | Sole | 2021-05-17 | |
| 2020-12-31 | $5,872,570 | 54,807 | Shares | Sole | 2021-02-19 | |
| 2020-09-30 | $4,809,829 | 54,913 | Shares | Sole | 2020-11-13 | |
| 2020-06-30 | $5,388,511 | 54,884 | Shares | Sole | 2020-08-18 | |
| 2020-03-31 | $4,247,821 | 55,753 | Shares | Sole | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||