Position in ABBV
as of Jun 30, 2026
· filed Aug 3, 2026
Position Value
$930,816
+$126,321 QoQ
Shares Held
3,699
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.46%
of 13F equity value
Holder Rank
#2,605
of 4,153 holders
Holding Since
Sep 2020
24 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, 2026Summit Wealth Partners, LLC holds $8,124,213 across 7 Drug Manufacturers - General names. ABBV ranks #3 (11.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JNJ |
Johnson & Johnson
|
13,396 | $3,402,182 | |
| 2 | MRK |
Merck & Co., Inc.
|
15,653 | $2,011,410 | |
| 3 | ABBV |
AbbVie Inc.
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|
3,699 | $930,816 | |
| 4 | PFE |
Pfizer Inc
|
21,656 | $521,476 | |
| 5 | AMGN |
Amgen Inc
|
1,372 | $496,828 | |
| 6 | LLY |
ELI LILLY & Co
|
331 | $397,011 | |
| 7 | GILD |
Gilead Sciences, Inc.
|
2,885 | $364,490 |
All Filings in ABBV
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24 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $930,816 | 3,699 | Shares | Sole | 2026-08-03 | |
| 2026-03-31 | $804,495 | 3,699 | Shares | Sole | 2026-04-17 | |
| 2025-12-31 | $506,333 | 2,216 | Shares | Sole | 2026-01-27 | |
| 2025-09-30 | $853,919 | 3,688 | Shares | Sole | 2025-10-21 | |
| 2025-06-30 | $684,380 | 3,687 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $772,081 | 3,685 | Shares | Sole | 2025-05-06 | |
| 2024-12-31 | $636,699 | 3,583 | Shares | Sole | 2025-01-27 | |
| 2024-09-30 | $644,179 | 3,262 | Shares | Sole | 2024-10-28 | |
| 2024-06-30 | $564,300 | 3,290 | Shares | Sole | 2024-09-11 | |
| 2024-03-31 | $601,658 | 3,304 | Shares | Sole | 2024-09-11 | |
| 2023-12-31 | $511,710 | 3,302 | Shares | Sole | 2024-09-11 | |
| 2023-09-30 | $491,898 | 3,300 | Shares | Sole | 2024-09-11 | |
| 2023-06-30 | $399,878 | 2,968 | Shares | Sole | 2024-09-11 | |
| 2023-03-31 | $497,553 | 3,122 | Shares | Sole | 2024-09-11 | |
| 2022-12-31 | $504,223 | 3,120 | Shares | Sole | 2024-09-11 | |
| 2022-09-30 | $411,487 | 3,066 | Shares | Sole | 2024-09-11 | |
| 2022-06-30 | $441,253 | 2,881 | Shares | Sole | 2024-09-11 | |
| 2022-03-31 | $464,607 | 2,866 | Shares | Sole | 2024-09-11 | |
| 2021-12-31 | $440,862 | 3,256 | Shares | Sole | 2024-09-10 | |
| 2021-09-30 | $350,038 | 3,245 | Shares | Sole | 2024-09-10 | |
| 2021-06-30 | $364,390 | 3,235 | Shares | Sole | 2024-09-10 | |
| 2021-03-31 | $311,240 | 2,876 | Shares | Sole | 2024-09-10 | |
| 2020-12-31 | $257,802 | 2,406 | Shares | Sole | 2024-09-10 | |
| 2020-09-30 | $214,595 | 2,450 | Shares | Sole | 2024-09-10 | |
| No filing history on record for this holder in this stock. | ||||||