Position in ABBV
as of Mar 31, 2026
· filed Apr 24, 2026
Position Value
$5,091,658
-$1,015,879 QoQ
Shares Held
23,411
-12.4% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
1.17%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
24 quarters on record
Voting authority
Sole 75%
Shared 0%
None 25%
Common Shares in ABBV Over Time
Shares Held
Position Value (USD)
Position in Drug Manufacturers - General
Healthcare · as of Mar 31, 2026FRG Family Wealth Advisors LLC holds $26,306,263 across 8 Drug Manufacturers - General names. ABBV ranks #3 (19.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | LLY |
ELI LILLY & Co
|
8,209 | $7,550,391 | |
| 2 | JNJ |
Johnson & Johnson
|
28,074 | $6,862,408 | |
| 3 | ABBV |
AbbVie Inc.
This page
|
23,411 | $5,091,658 | |
| 4 | MRK |
Merck & Co., Inc.
|
30,597 | $3,680,513 | |
| 5 | AMGN |
Amgen Inc
|
3,351 | $1,179,049 | |
| 6 | NVS |
Novartis AG
|
7,605 | $1,161,663 | |
| 7 | PFE |
Pfizer Inc
|
20,298 | $569,967 | |
| 8 | NVO |
Novo Nordisk A S
|
5,731 | $210,614 |
All Filings in ABBV
Export CSV
24 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $5,091,658 | 23,411 | Shares | Sole | 2026-04-24 | |
| 2025-12-31 | $6,107,537 | 26,730 | Shares | Sole | 2026-01-21 | |
| 2025-09-30 | $6,473,858 | 27,960 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $5,189,935 | 27,960 | Shares | Sole | 2025-08-04 | |
| 2025-03-31 | $5,858,179 | 27,960 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $4,968,492 | 27,960 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $5,521,540 | 27,960 | Shares | Sole | 2024-11-18 | |
| 2024-06-30 | $4,795,699 | 27,960 | Shares | Sole | 2024-08-07 | |
| 2024-03-31 | $5,091,333 | 27,959 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $4,359,151 | 28,129 | Shares | Sole | 2024-01-09 | |
| 2023-09-30 | $4,193,206 | 28,131 | Shares | Sole | 2023-10-11 | |
| 2023-03-31 | $4,530,729 | 28,429 | Shares | Sole | 2023-04-18 | |
| 2022-12-31 | $4,687,336 | 29,004 | Shares | Sole | 2023-01-25 | |
| 2022-09-30 | $3,892,626 | 29,004 | Shares | Sole | 2022-10-12 | |
| 2022-06-30 | $4,439,955 | 28,989 | Shares | Sole | 2022-07-11 | |
| 2022-03-31 | $4,699,406 | 28,989 | Shares | Sole | 2022-05-06 | |
| 2021-12-31 | $3,902,769 | 28,824 | Shares | Sole | 2022-02-09 | |
| 2021-09-30 | $3,180,546 | 29,485 | Shares | Sole | 2022-03-02 | |
| 2021-06-30 | $3,499,950 | 31,072 | Shares | Sole | 2022-03-02 | |
| 2021-03-31 | $3,362,611 | 31,072 | Shares | Sole | 2022-03-02 | |
| 2020-12-31 | $3,342,758 | 31,197 | Shares | Sole | 2022-03-02 | |
| 2020-09-30 | $2,743,493 | 31,322 | Shares | Sole | 2022-03-02 | |
| 2020-06-30 | $3,079,513 | 31,366 | Shares | Sole | 2022-03-02 | |
| 2020-03-31 | $2,377,280 | 31,202 | Shares | Sole | 2022-03-02 | |
| No filing history on record for this holder in this stock. | ||||||