Skip to main content
Livermore
Livermore
ZHEN

Phoenix Wealth Advisors

SEC CIK
0001842362
Latest filing
Jul 31, 2026

ABBV holding history

AbbVie Inc. in every 13F filed by Phoenix Wealth Advisors, 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)
12,783
Value
$3.22M
% of portfolio
1.1%
Quarters held
21
Since Q1 2021
Holdings of ABBV by Phoenix Wealth Advisors, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202612,783$3.22M1.1%−256−2.0%ReducedHolders
Q1 202613,039$2.84M1.1%−631−4.6%ReducedHolders
Q4 202513,670$3.12M1.2%−81−0.6%ReducedHolders
Q3 202513,751$3.18M1.2%−275−2.0%ReducedHolders
Q2 202514,026$2.60M1.1%+12,087+623.4%AddedHolders
Q1 20251,939$406.3K0.2%−16−0.8%ReducedHolders
Q4 20241,955$347.4K0.2%00.0%UnchangedHolders
Q3 20241,955$386.1K0.2%−500−20.4%ReducedHolders
Q2 20242,455$421.1K0.2%+40+1.7%AddedHolders
Q1 20242,415$439.8K0.3%00.0%UnchangedHolders
Q4 20232,415$386.0K0.3%00.0%UnchangedHolders
Q3 20232,415$360.0K0.2%00.0%UnchangedHolders
Q2 20232,415$325.4K0.2%00.0%UnchangedHolders
Q1 20232,415$384.9K0.2%00.0%UnchangedHolders
Q4 20222,415$390.3K0.2%−59−2.4%ReducedHolders
Q3 20222,474$332.0K0.3%−32−1.3%ReducedHolders
Q2 20222,506$384.0K0.4%+2,506NewHolders
Q1 20220$00.0%−2,868−100.0%Sold outHolders
Q4 20212,868$388.0K0.3%00.0%UnchangedHolders
Q3 20212,868$309.0K0.2%+250+9.5%AddedHolders
Q2 20212,618$303.0K0.2%+21+0.8%AddedHolders
Q1 20212,597$282.0K0.2%––Holders

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