Kapstone Financial Advisors LLC

Position in ABBV — AbbVie Inc.

CIK 1966087 LEBANON, OH

Position in ABBV

as of Jun 30, 2026 · filed Aug 7, 2026 Compact

Position Value

$3,841,032

+$878,384 QoQ

Shares Held

15,264

+12.1% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

2.96%

of 13F equity value

Holder Rank

#1,485

of 4,153 holders

Holding Since

Dec 2022

15 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Healthcare · as of Jun 30, 2026

Kapstone Financial Advisors LLC holds $8,529,634 across 7 Drug Manufacturers - General names. ABBV ranks #1 (45.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	ABBV	AbbVie Inc. This page	15,264	$3,841,032
2	JNJ	Johnson & Johnson	8,363	$2,123,951
3	MRK	Merck & Co., Inc.	8,968	$1,152,388
4	NVS	Novartis AG	2,695	$422,360
5	LLY	ELI LILLY & Co	351	$420,999
6	BMY	Bristol Myers Squibb Co	5,977	$344,394
7	AZN	Astrazeneca PLC	1,184	$224,510

15 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$3,841,032	15,264	+12.1%	Shares	Sole	2026-08-07
2026-03-31	$2,962,648	13,622	-0.9%	Shares	Sole	2026-04-22
2025-12-31	$3,140,138	13,743	+0.0%	Shares	Sole	2026-02-05
2025-09-30	$3,181,822	13,742	-2.0%	Shares	Sole	2025-11-07
2025-06-30	$2,602,578	14,021	+0.0%	Shares	Sole	2025-07-11
2025-03-31	$2,937,260	14,019	-0.5%	Shares	Sole	2025-04-11
2024-12-31	$2,503,615	14,089	+0.3%	Shares	Sole	2025-02-06
2024-09-30	$2,773,804	14,046	+0.0%	Shares	Sole	2024-11-06
2024-06-30	$2,408,998	14,045	+1.5%	Shares	Sole	2024-08-02
2024-03-31	$2,519,717	13,837	-0.8%	Shares	Sole	2024-05-13
2023-12-31	$2,162,606	13,955	-0.2%	Shares	Sole	2024-02-05
2023-09-30	$2,084,902	13,987	+0.6%	Shares	Sole	2023-11-03
2023-06-30	$1,873,555	13,906	+0.6%	Shares	Sole	2023-08-08
2023-03-31	$2,202,652	13,821	-0.3%	Shares	Sole	2023-04-20
2022-12-31	$2,239,914	13,860	—	Shares	Sole	2023-02-15
No filing history on record for this holder in this stock.