Position in ABBV
as of Jun 30, 2026
· filed Jul 21, 2026
Position Value
$1,148,988
-$2,718,201 QoQ
Shares Held
4,566
-74.3% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.15%
of 13F equity value
Holder Rank
#1,001
of 1,872 holders
Holding Since
Dec 2020
23 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, 2026SOA Wealth Advisors, LLC. holds $21,939,435 across 14 Drug Manufacturers - General names. ABBV ranks #5 (5.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | LLY |
ELI LILLY & Co
|
9,146 | $10,969,987 | |
| 2 | AZN |
Astrazeneca PLC
|
21,280 | $4,035,113 | |
| 3 | NVS |
Novartis AG
|
14,750 | $2,311,620 | |
| 4 | JNJ |
Johnson & Johnson
|
7,183 | $1,824,266 | |
| 5 | ABBV |
AbbVie Inc.
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|
4,566 | $1,148,988 | |
| 6 | MRK |
Merck & Co., Inc.
|
7,342 | $943,447 | |
| 7 | BMY |
Bristol Myers Squibb Co
|
3,984 | $229,558 | |
| 8 | AMGN |
Amgen Inc
|
510 | $184,681 |
All Filings in ABBV
Export CSV
23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,148,988 | 4,566 | Shares | Sole | 2026-07-21 | |
| 2026-03-31 | $3,867,189 | 17,781 | Shares | Sole | 2026-05-20 | |
| 2025-12-31 | $4,037,189 | 17,669 | Shares | Sole | 2026-01-20 | |
| 2025-09-30 | $4,093,164 | 17,678 | Shares | Sole | 2025-10-21 | |
| 2025-06-30 | $3,281,204 | 17,677 | Shares | Sole | 2025-07-18 | |
| 2025-03-31 | $2,981,469 | 14,230 | Shares | Sole | 2025-04-14 | |
| 2024-12-31 | $159,930 | 900 | Shares | Sole | 2025-02-06 | |
| 2024-09-30 | $272,324 | 1,379 | Shares | Sole | 2024-11-20 | |
| 2024-06-30 | $236,354 | 1,378 | Shares | Sole | 2024-07-17 | |
| 2024-03-31 | $337,613 | 1,854 | Shares | Sole | 2024-04-10 | |
| 2023-12-31 | $286,384 | 1,848 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $274,568 | 1,842 | Shares | Sole | 2023-10-10 | |
| 2023-06-30 | $247,499 | 1,837 | Shares | Sole | 2023-07-07 | |
| 2023-03-31 | $291,806 | 1,831 | Shares | Sole | 2023-04-28 | |
| 2022-12-31 | $285,564 | 1,767 | Shares | Sole | 2023-01-10 | |
| 2022-09-30 | $238,356 | 1,776 | Shares | Sole | 2022-10-07 | |
| 2022-06-30 | $282,733 | 1,846 | Shares | Sole | 2022-07-13 | |
| 2022-03-31 | $363,936 | 2,245 | Shares | Sole | 2022-04-07 | |
| 2021-12-31 | $303,296 | 2,240 | Shares | Sole | 2022-01-13 | |
| 2021-09-30 | $240,981 | 2,234 | Shares | Sole | 2021-10-12 | |
| 2021-06-30 | $251,187 | 2,230 | Shares | Sole | 2021-07-14 | |
| 2021-03-31 | $217,305 | 2,008 | Shares | Sole | 2021-04-26 | |
| 2020-12-31 | $201,013 | 1,876 | Shares | Sole | 2021-03-10 | |
| No filing history on record for this holder in this stock. | ||||||