Morton Capital Management LLC/CA

Position in ABBV — AbbVie Inc.

CIK 2002628 CALABASAS, CA

Position in ABBV

as of Jun 30, 2026 · filed Jul 23, 2026 Compact

Position Value

$2,506,586

+$426,947 QoQ

Shares Held

9,961

+4.2% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.95%

of 13F equity value

Holder Rank

#1,784

of 4,153 holders

Holding Since

Dec 2021

19 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Healthcare · as of Jun 30, 2026

Morton Capital Management LLC/CA holds $8,598,595 across 6 Drug Manufacturers - General names. ABBV ranks #1 (29.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	ABBV	AbbVie Inc. This page	9,961	$2,506,586
2	AMGN	Amgen Inc	6,352	$2,300,186
3	JNJ	Johnson & Johnson	5,909	$1,500,708
4	LLY	ELI LILLY & Co	905	$1,085,484
5	MRK	Merck & Co., Inc.	7,531	$967,733
6	GILD	Gilead Sciences, Inc.	1,883	$237,898

19 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$2,506,586	9,961	+4.2%	Shares	Sole	2026-07-23
2026-03-31	$2,079,639	9,562	+1.4%	Shares	Sole	2026-04-21
2025-12-31	$2,154,432	9,429	-0.7%	Shares	Sole	2026-02-03
2025-09-30	$2,198,472	9,495	-2.3%	Shares	Sole	2025-10-24
2025-06-30	$1,804,597	9,722	+2.9%	Shares	Sole	2025-07-23
2025-03-31	$1,979,335	9,447	+1.0%	Shares	Sole	2025-04-17
2024-12-31	$1,662,383	9,355	+1.8%	Shares	Sole	2025-01-15
2024-09-30	$1,814,248	9,187	+4.1%	Shares	Sole	2024-10-09
2024-06-30	$1,514,350	8,829	-5.9%	Shares	Sole	2024-07-12
2024-03-31	$1,709,008	9,385	-2.7%	Shares	Sole	2024-04-12
2023-12-31	$1,495,150	9,648	+2.0%	Shares	Sole	2024-01-18
2023-09-30	$1,410,405	9,462	+0.7%	Shares	Sole	2023-12-05
2023-06-30	$1,266,192	9,398	+0.4%	Shares	Sole	2023-12-05
2023-03-31	$1,492,340	9,364	-5.7%	Shares	Sole	2023-12-05
2022-12-31	$1,604,302	9,927	+0.1%	Shares	Sole	2023-12-05
2022-09-30	$1,331,631	9,922	+6.0%	Shares	Sole	2023-12-05
2022-06-30	$1,434,190	9,364	+7.1%	Shares	Sole	2023-12-05
2022-03-31	$1,417,651	8,745	+0.1%	Shares	Sole	2023-12-05
2021-12-31	$1,182,854	8,736	—	Shares	Sole	2023-12-05
No filing history on record for this holder in this stock.