Position in ABBV
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$749,132
+$164,954 QoQ
Shares Held
2,977
+10.8% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.51%
of 13F equity value
Holder Rank
#2,818
of 4,153 holders
Holding Since
Dec 2024
7 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, 2026Asset Planning,Inc holds $19,703,363 across 10 Drug Manufacturers - General names. ABBV ranks #4 (3.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | LLY |
ELI LILLY & Co
|
13,230 | $15,868,460 | |
| 2 | JNJ |
Johnson & Johnson
|
4,722 | $1,199,246 | |
| 3 | BMY |
Bristol Myers Squibb Co
|
17,382 | $1,001,550 | |
| 4 | ABBV |
AbbVie Inc.
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|
2,977 | $749,132 | |
| 5 | MRK |
Merck & Co., Inc.
|
2,452 | $315,082 | |
| 6 | AMGN |
Amgen Inc
|
742 | $268,693 | |
| 7 | PFE |
Pfizer Inc
|
6,735 | $162,178 | |
| 8 | GILD |
Gilead Sciences, Inc.
|
824 | $104,104 |
All Filings in ABBV
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $749,132 | 2,977 | Shares | Sole | 2026-07-27 | |
| 2026-03-31 | $584,178 | 2,686 | Shares | Sole | 2026-04-23 | |
| 2025-12-31 | $463,606 | 2,029 | Shares | Sole | 2026-02-03 | |
| 2025-09-30 | $467,016 | 2,017 | Shares | Sole | 2025-10-23 | |
| 2025-06-30 | $371,982 | 2,004 | Shares | Sole | 2025-07-25 | |
| 2025-03-31 | $416,944 | 1,990 | Shares | Sole | 2025-05-08 | |
| 2024-12-31 | $351,135 | 1,976 | Shares | Sole | 2025-01-30 | |
| No filing history on record for this holder in this stock. | ||||||