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Livermore
Livermore
ZHEN

Lyell Wealth Management, LP

SEC CIK
0001686444
Latest filing
Aug 5, 2026

ABBV holding history

AbbVie Inc. in every 13F filed by Lyell Wealth Management, LP, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

ABBV overviewAll 13F holders of ABBVFull Q2 2026 holdings

Shares (Q2 2026)
3,619
Value
$910.7K
% of portfolio
0.1%
Quarters held
22
Since Q1 2021
Holdings of ABBV by Lyell Wealth Management, LP, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20263,619$910.7K0.1%+1,651+83.9%AddedHolders
Q1 20261,968$428.0K<0.1%00.0%UnchangedHolders
Q4 20251,968$449.7K<0.1%+456+30.2%AddedHolders
Q3 20251,512$350.1K<0.1%−8−0.5%ReducedHolders
Q2 20251,520$282.1K<0.1%−95−5.9%ReducedHolders
Q1 20251,615$338.4K<0.1%00.0%UnchangedHolders
Q4 20241,615$287.0K<0.1%−56−3.4%ReducedHolders
Q3 20241,671$330.0K<0.1%00.0%UnchangedHolders
Q2 20241,671$286.6K<0.1%+64+4.0%AddedHolders
Q1 20241,607$292.6K<0.1%+25+1.6%AddedHolders
Q4 20231,582$245.2K<0.1%−82−4.9%ReducedHolders
Q3 20231,664$248.0K<0.1%−709−29.9%ReducedHolders
Q2 20232,373$319.7K<0.1%−44−1.8%ReducedHolders
Q1 20232,417$385.3K0.1%+60+2.5%AddedHolders
Q4 20222,357$381.0K0.1%+314+15.4%AddedHolders
Q3 20222,043$274.0K<0.1%−294−12.6%ReducedHolders
Q2 20222,337$358.0K0.1%+261+12.6%AddedHolders
Q1 20222,076$336.0K<0.1%+283+15.8%AddedHolders
Q4 20211,793$243.0K<0.1%−131−6.8%ReducedHolders
Q3 20211,924$208.0K<0.1%−27−1.4%ReducedHolders
Q2 20211,951$220.0K<0.1%−567−22.5%ReducedHolders
Q1 20212,518$272.0K<0.1%––Holders

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.