Position in ABBV
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$796,440
+$170,287 QoQ
Shares Held
3,165
+9.9% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.44%
of 13F equity value
Holder Rank
#2,760
of 4,152 holders
Holding Since
Jun 2025
5 quarters on record
Voting authority
Sole 3%
Shared 0%
None 97%
Common Shares in ABBV Over Time
Shares Held
Position Value (USD)
Position in Drug Manufacturers - General
Healthcare · as of Jun 30, 2026SUMMIT WEALTH GROUP LLC / CO holds $8,250,564 across 11 Drug Manufacturers - General names. ABBV ranks #3 (9.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | LLY |
ELI LILLY & Co
|
2,222 | $2,665,133 | |
| 2 | JNJ |
Johnson & Johnson
|
5,881 | $1,493,597 | |
| 3 | ABBV |
AbbVie Inc.
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|
3,165 | $796,440 | |
| 4 | AMGN |
Amgen Inc
|
2,129 | $770,953 | |
| 5 | MRK |
Merck & Co., Inc.
|
5,779 | $742,601 | |
| 6 | GILD |
Gilead Sciences, Inc.
|
3,134 | $395,949 | |
| 7 | NVS |
Novartis AG
|
2,287 | $358,418 | |
| 8 | PFE |
Pfizer Inc
|
11,625 | $279,930 |
All Filings in ABBV
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $796,440 | 3,165 | Shares | Sole | 2026-07-28 | |
| 2026-03-31 | $626,153 | 2,879 | Shares | Sole | 2026-04-23 | |
| 2025-12-31 | $318,972 | 1,396 | Shares | Sole | 2026-02-04 | |
| 2025-09-30 | $1,955,355 | 8,445 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $224,785 | 1,211 | Shares | Sole | 2025-08-13 | |
| No filing history on record for this holder in this stock. | ||||||