Compound Planning, Inc.

Position in ABBV — AbbVie Inc.

CIK 1978879 NEW YORK, NY

Position in ABBV

as of Jun 30, 2026 · filed Aug 4, 2026 Compact

Position Value

$31,388,818

+$21,906,472 QoQ

Shares Held

124,737

+186.1% QoQ

Ownership

0.007%

of shares outstanding

% of Portfolio

1.48%

of 13F equity value

Holder Rank

#470

of 4,153 holders

Holding Since

Mar 2023

14 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Healthcare · as of Jun 30, 2026

Compound Planning, Inc. holds $102,536,389 across 14 Drug Manufacturers - General names. ABBV ranks #1 (30.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	ABBV	AbbVie Inc. This page	124,737	$31,388,818
2	JNJ	Johnson & Johnson	65,795	$16,709,955
3	LLY	ELI LILLY & Co	10,900	$13,073,787
4	MRK	Merck & Co., Inc.	101,296	$13,016,535
5	PFE	Pfizer Inc	242,706	$5,844,359
6	GILD	Gilead Sciences, Inc.	40,613	$5,131,046
7	NVS	Novartis AG	30,759	$4,820,549
8	AMGN	Amgen Inc	8,559	$3,099,384

14 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$31,388,818	124,737	+186.1%	Shares	Other	2026-08-04
2026-03-31	$9,482,346	43,599	-1.7%	Shares	Other	2026-05-14
2025-12-31	$10,131,475	44,341	+135.8%	Shares	Sole	2026-02-19
2025-09-30	$4,354,572	18,807	+25.8%	Shares	Sole	2025-11-10
2025-06-30	$2,775,761	14,954	-12.7%	Shares	Sole	2025-08-14
2025-03-31	$3,590,963	17,139	+18.2%	Shares	Sole	2025-05-14
2024-12-31	$2,575,761	14,495	+17.2%	Shares	Sole	2025-01-17
2024-09-30	$2,443,420	12,373	+4.4%	Shares	Sole	2024-10-08
2024-06-30	$2,033,712	11,857	-9.1%	Shares	Sole	2024-07-26
2024-03-31	$2,375,858	13,047	+6.8%	Shares	Sole	2024-05-07
2023-12-31	$1,893,268	12,217	+42.9%	Shares	Sole	2024-02-08
2023-09-30	$1,274,463	8,550	-2.9%	Shares	Sole	2023-11-09
2023-06-30	$1,186,701	8,808	+0.9%	Shares	Sole	2023-08-03
2023-03-31	$1,391,459	8,731	—	Shares	Sole	2023-06-07
No filing history on record for this holder in this stock.