Position in ABBV
as of Jun 30, 2026
· filed Jul 23, 2026
Position Value
$3,230,051
+$479,455 QoQ
Shares Held
12,836
+1.5% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
1.35%
of 13F equity value
Holder Rank
#1,598
of 4,153 holders
Holding Since
Sep 2021
20 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, 2026Capital Advisors Wealth Management, LLC holds $7,903,651 across 7 Drug Manufacturers - General names. ABBV ranks #1 (40.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ABBV |
AbbVie Inc.
This page
|
12,836 | $3,230,051 | |
| 2 | JNJ |
Johnson & Johnson
|
7,114 | $1,806,742 | |
| 3 | LLY |
ELI LILLY & Co
|
1,082 | $1,297,783 | |
| 4 | MRK |
Merck & Co., Inc.
|
4,622 | $593,927 | |
| 5 | GILD |
Gilead Sciences, Inc.
|
3,386 | $427,787 | |
| 6 | AMGN |
Amgen Inc
|
890 | $322,286 | |
| 7 | PFE |
Pfizer Inc
|
9,347 | $225,075 |
All Filings in ABBV
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20 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,230,051 | 12,836 | Shares | Sole | 2026-07-23 | |
| 2026-03-31 | $2,750,596 | 12,647 | Shares | Sole | 2026-04-08 | |
| 2025-12-31 | $2,858,638 | 12,511 | Shares | Sole | 2026-01-21 | |
| 2025-09-30 | $2,780,100 | 12,007 | Shares | Sole | 2025-10-16 | |
| 2025-06-30 | $2,203,680 | 11,872 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $2,435,460 | 11,624 | Shares | Sole | 2025-04-25 | |
| 2024-12-31 | $2,068,428 | 11,640 | Shares | Sole | 2025-01-15 | |
| 2024-09-30 | $2,249,692 | 11,392 | Shares | Sole | 2024-10-15 | |
| 2024-06-30 | $1,935,774 | 11,286 | Shares | Sole | 2024-07-16 | |
| 2024-03-31 | $1,874,901 | 10,296 | Shares | Sole | 2024-04-12 | |
| 2023-12-31 | $2,165,705 | 13,975 | Shares | Sole | 2024-01-09 | |
| 2023-09-30 | $1,989,951 | 13,350 | Shares | Sole | 2023-10-11 | |
| 2023-06-30 | $1,658,256 | 12,308 | Shares | Sole | 2023-07-12 | |
| 2023-03-31 | $1,879,609 | 11,794 | Shares | Sole | 2023-04-14 | |
| 2022-12-31 | $1,785,144 | 11,046 | Shares | Sole | 2023-02-10 | |
| 2022-09-30 | $1,300,763 | 9,692 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $719,392 | 4,697 | Shares | Sole | 2022-08-04 | |
| 2022-03-31 | $655,248 | 4,042 | Shares | Sole | 2022-05-09 | |
| 2021-12-31 | $469,161 | 3,465 | Shares | Sole | 2022-02-04 | |
| 2021-09-30 | $206,571 | 1,915 | Shares | Sole | 2021-11-12 | |
| No filing history on record for this holder in this stock. | ||||||