Optimist Retirement Group LLC

Pension

Position in ABBV — AbbVie Inc.

CIK 2011850 BELLEVUE, WA

Position in ABBV

as of Jun 30, 2026 · filed Aug 10, 2026 Compact

Position Value

$3,230,554

+$420,801 QoQ

Shares Held

12,838

-0.6% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

1.89%

of 13F equity value

Holder Rank

#1,597

of 4,153 holders

Holding Since

Dec 2023

11 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Healthcare · as of Jun 30, 2026

Optimist Retirement Group LLC holds $22,774,591 across 9 Drug Manufacturers - General names. ABBV ranks #2 (14.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	LLY	ELI LILLY & Co	3,163	$3,793,797
2	ABBV	AbbVie Inc. This page	12,838	$3,230,554
3	MRK	Merck & Co., Inc.	22,801	$2,929,928
4	GSK	GSK plc	51,040	$2,675,516
5	NVS	Novartis AG	16,777	$2,629,291
6	BMY	Bristol Myers Squibb Co	43,542	$2,508,890
7	NVO	Novo Nordisk A S	52,040	$2,494,797
8	PFE	Pfizer Inc	93,529	$2,252,178

11 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$3,230,554	12,838	-0.6%	Shares	Sole	2026-08-10
2026-03-31	$2,809,753	12,919	-0.9%	Shares	Sole	2026-05-11
2025-12-31	$2,977,910	13,033	-1.4%	Shares	Sole	2026-02-09
2025-09-30	$3,060,495	13,218	-0.7%	Shares	Sole	2025-11-17
2025-06-30	$2,470,602	13,310	-1.0%	Shares	Sole	2025-08-15
2025-03-31	$2,817,624	13,448	+1.0%	Shares	Sole	2025-05-05
2024-12-31	$2,365,542	13,312	-1.8%	Shares	Sole	2025-01-27
2024-09-30	$2,678,223	13,562	+0.1%	Shares	Sole	2024-11-25
2024-06-30	$2,323,924	13,549	-1.9%	Shares	Sole	2024-08-12
2024-03-31	$2,514,801	13,810	+6.9%	Shares	Sole	2024-05-13
2023-12-31	$2,002,522	12,922	—	Shares	Sole	2024-02-16
No filing history on record for this holder in this stock.