Position in ABBV
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$4,705,668
+$2,578,834 QoQ
Shares Held
18,700
+91.2% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.97%
of 13F equity value
Holder Rank
#1,350
of 4,153 holders
Holding Since
Mar 2024
9 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in ABBV Over Time
Shares Held
Position Value (USD)
Position in Drug Manufacturers - General
Healthcare · as of Jun 30, 2026Triad Wealth Partners, LLC holds $17,358,654 across 10 Drug Manufacturers - General names. ABBV ranks #2 (27.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | LLY |
ELI LILLY & Co
|
4,306 | $5,164,746 | |
| 2 | ABBV |
AbbVie Inc.
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|
18,700 | $4,705,668 | |
| 3 | JNJ |
Johnson & Johnson
|
11,592 | $2,944,020 | |
| 4 | MRK |
Merck & Co., Inc.
|
12,270 | $1,576,695 | |
| 5 | AMGN |
Amgen Inc
|
2,169 | $785,438 | |
| 6 | GILD |
Gilead Sciences, Inc.
|
4,715 | $595,693 | |
| 7 | PFE |
Pfizer Inc
|
18,923 | $455,665 | |
| 8 | BMY |
Bristol Myers Squibb Co
|
7,310 | $421,202 |
All Filings in ABBV
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9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $4,705,668 | 18,700 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $2,126,834 | 9,779 | Shares | Sole | 2026-04-16 | |
| 2025-12-31 | $2,030,819 | 8,888 | Shares | Sole | 2026-01-22 | |
| 2025-09-30 | $1,700,429 | 7,344 | Shares | Sole | 2025-10-30 | |
| 2025-06-30 | $969,307 | 5,222 | Shares | Sole | 2025-07-21 | |
| 2025-03-31 | $1,095,999 | 5,231 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $801,782 | 4,512 | Shares | Sole | 2025-02-06 | |
| 2024-06-30 | $538,401 | 3,139 | Shares | Sole | 2024-07-18 | |
| 2024-03-31 | $498,407 | 2,737 | Shares | Sole | 2024-04-23 | |
| No filing history on record for this holder in this stock. | ||||||