Position in ABBV
as of Jun 30, 2026
· filed Jul 9, 2026
Position Value
$2,913,739
+$896,520 QoQ
Shares Held
11,579
+24.8% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.77%
of 13F equity value
Holder Rank
#1,670
of 4,153 holders
Holding Since
Dec 2020
23 quarters on record
Voting authority
Sole 3%
Shared 0%
None 97%
Common Shares in ABBV Over Time
Shares Held
Position Value (USD)
Position in Drug Manufacturers - General
Healthcare · as of Jun 30, 2026SAX WEALTH ADVISORS, LLC holds $21,617,283 across 11 Drug Manufacturers - General names. ABBV ranks #3 (13.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JNJ |
Johnson & Johnson
|
36,609 | $9,297,587 | |
| 2 | MRK |
Merck & Co., Inc.
|
29,762 | $3,824,417 | |
| 3 | ABBV |
AbbVie Inc.
This page
|
11,579 | $2,913,739 | |
| 4 | LLY |
ELI LILLY & Co
|
1,529 | $1,833,928 | |
| 5 | NVO |
Novo Nordisk A S
|
21,893 | $1,049,550 | |
| 6 | BIIB |
Biogen Inc.
|
3,364 | $726,825 | |
| 7 | AMGN |
Amgen Inc
|
1,862 | $674,267 | |
| 8 | BMY |
Bristol Myers Squibb Co
|
6,662 | $383,864 |
All Filings in ABBV
Export CSV
23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,913,739 | 11,579 | Shares | Sole | 2026-07-09 | |
| 2026-03-31 | $2,017,219 | 9,275 | Shares | Sole | 2026-04-08 | |
| 2025-12-31 | $2,241,029 | 9,808 | Shares | Sole | 2026-01-12 | |
| 2025-09-30 | $2,102,383 | 9,080 | Shares | Sole | 2025-10-20 | |
| 2025-06-30 | $1,402,173 | 7,554 | Shares | Sole | 2025-07-23 | |
| 2025-03-31 | $1,481,306 | 7,070 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $1,171,753 | 6,594 | Shares | Sole | 2025-01-15 | |
| 2024-09-30 | $1,142,224 | 5,784 | Shares | Sole | 2024-10-17 | |
| 2024-06-30 | $938,214 | 5,470 | Shares | Sole | 2024-07-12 | |
| 2024-03-31 | $885,370 | 4,862 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $723,554 | 4,669 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $1,018,676 | 6,834 | Shares | Sole | 2023-11-07 | |
| 2023-06-30 | $920,475 | 6,832 | Shares | Sole | 2023-08-11 | |
| 2023-03-31 | $1,098,537 | 6,893 | Shares | Sole | 2023-05-05 | |
| 2022-12-31 | $1,233,569 | 7,633 | Shares | Sole | 2023-02-06 | |
| 2022-09-30 | $1,015,030 | 7,563 | Shares | Sole | 2022-11-08 | |
| 2022-06-30 | $1,159,268 | 7,569 | Shares | Sole | 2022-08-11 | |
| 2022-03-31 | $1,224,416 | 7,553 | Shares | Sole | 2022-08-11 | |
| 2021-12-31 | $1,022,540 | 7,552 | Shares | Sole | 2022-02-07 | |
| 2021-09-30 | $571,926 | 5,302 | Shares | Sole | 2021-12-10 | |
| 2021-06-30 | $595,752 | 5,289 | Shares | Sole | 2021-08-12 | |
| 2021-03-31 | $550,515 | 5,087 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $367,417 | 3,429 | Shares | Sole | 2021-02-16 | |
| No filing history on record for this holder in this stock. | ||||||