Position in ABBV
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$508,816
+$179,537 QoQ
Shares Held
2,022
+33.6% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
4.05%
of 13F equity value
Holder Rank
#3,131
of 4,153 holders
Holding Since
Dec 2022
15 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in ABBV Over Time
Shares Held
Position Value (USD)
Derivatives in ABBV
reported options exposure · as of Jun 30, 2023CallValue
$67,365
CallShares
500
PutValue
$0
PutShares
0
Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.
Position in Drug Manufacturers - General
Healthcare · as of Jun 30, 2026LGT Financial Advisors LLC holds $591,610 across 2 Drug Manufacturers - General names. ABBV ranks #1 (86.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ABBV |
AbbVie Inc.
This page
|
2,022 | $508,816 | |
| 2 | JNJ |
Johnson & Johnson
|
326 | $82,794 |
All Filings in ABBV
Export CSV
16 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $508,816 | 2,022 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $329,279 | 1,514 | Shares | Sole | 2026-04-28 | |
| 2025-12-31 | $344,562 | 1,508 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $347,773 | 1,502 | Shares | Sole | 2025-11-17 | |
| 2025-06-30 | $277,501 | 1,495 | Shares | Sole | 2025-07-30 | |
| 2025-03-31 | $298,984 | 1,427 | Shares | Sole | 2025-05-08 | |
| 2024-12-31 | $315,594 | 1,776 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $348,550 | 1,765 | Shares | Sole | 2024-10-31 | |
| 2024-06-30 | $416,448 | 2,428 | Shares | Sole | 2024-08-05 | |
| 2024-03-31 | $503,321 | 2,764 | Shares | Sole | 2024-05-02 | |
| 2023-12-31 | $425,392 | 2,745 | Shares | Sole | 2024-02-12 | |
| 2023-09-30 | $445,093 | 2,986 | Shares | Sole | 2023-11-01 | |
| 2023-06-30 | $466,974 | 3,466 | Shares | Sole | 2023-08-14 | |
| 2023-06-30 | $67,365 | 500 | Call | Sole | 2023-08-14 | |
| 2023-03-31 | $469,185 | 2,944 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $472,386 | 2,923 | Shares | Sole | 2023-02-14 | |
| No filing history on record for this holder in this stock. | ||||||