PENSION & WEALTH MANAGEMENT ADVISORS, INC.
PensionPosition in ABBV — AbbVie Inc.
CIK 2145782
WALTHAM, MA
Position in ABBV
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$219,933
+$30,500 QoQ
Shares Held
874
+0.3% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.17%
of 13F equity value
Holder Rank
#3,895
of 4,153 holders
Holding Since
Dec 2022
15 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, 2026PENSION & WEALTH MANAGEMENT ADVISORS, INC. holds $2,189,069 across 10 Drug Manufacturers - General names. ABBV ranks #5 (10.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BMY |
Bristol Myers Squibb Co
|
12,304 | $708,956 | |
| 2 | JNJ |
Johnson & Johnson
|
2,069 | $525,463 | |
| 3 | MRK |
Merck & Co., Inc.
|
3,551 | $456,303 | |
| 4 | LLY |
ELI LILLY & Co
|
192 | $230,290 | |
| 5 | ABBV |
AbbVie Inc.
This page
|
874 | $219,933 | |
| 6 | NVO |
Novo Nordisk A S
|
430 | $20,614 | |
| 7 | PFE |
Pfizer Inc
|
803 | $19,336 | |
| 8 | GILD |
Gilead Sciences, Inc.
|
50 | $6,317 |
All Filings in ABBV
Export CSV
15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $219,933 | 874 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $189,433 | 871 | Shares | Sole | 2026-08-07 | |
| 2025-12-31 | $198,557 | 869 | Shares | Sole | 2026-08-07 | |
| 2025-09-30 | $227,603 | 983 | Shares | Sole | 2026-08-07 | |
| 2025-06-30 | $160,561 | 865 | Shares | Sole | 2026-08-07 | |
| 2025-03-31 | $161,749 | 772 | Shares | Sole | 2026-08-07 | |
| 2024-12-31 | $95,424 | 537 | Shares | Sole | 2026-08-07 | |
| 2024-09-30 | $102,689 | 520 | Shares | Sole | 2026-08-07 | |
| 2024-06-30 | $88,675 | 517 | Shares | Sole | 2026-08-07 | |
| 2024-03-31 | $86,861 | 477 | Shares | Sole | 2026-08-07 | |
| 2023-12-31 | $91,587 | 591 | Shares | Sole | 2026-08-07 | |
| 2023-09-30 | $84,218 | 565 | Shares | Sole | 2026-08-07 | |
| 2023-06-30 | $152,379 | 1,131 | Shares | Sole | 2026-08-07 | |
| 2023-03-31 | $88,131 | 553 | Shares | Sole | 2026-08-07 | |
| 2022-12-31 | $108,440 | 671 | Shares | Sole | 2026-08-07 | |
| No filing history on record for this holder in this stock. | ||||||