ABBV β€” ABBVIE INC

Ownership history in Ball & Co Wealth Management Inc.  Β·  5 quarters on record

AI Ownership Summary

Ball & Co Wealth Management Inc. reported ABBVIE INC (ABBV) in 5 quarterly 13F filings from 2024 Q4 through 2025 Q4. Peak portfolio weight reached 0.5% in 2025 Q1. The latest visible filing shows ABBV at 0.33% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this ABBV ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Ball & Co Wealth Management Inc.'s position in ABBVIE INC, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q4

ABBV was reported at 0.33% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.5% in 2025 Q1

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q4 to 2025 Q4

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How Ball & Co Wealth Management Inc. held ABBV β€” position size vs. price
% of Fund (quarterly)    ABBV price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
πŸ“‹ Quarterly Holdings History 5 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 REDUCED 2,237 -34 -1.5% 0.33% $511K 2026-02-14 (Est.) $229.60
2025 Q3 ADDED 2,271 +18 +0.8% 0.35% $525K 2025-10-24 $224.31
2025 Q2 ADDED 2,253 +20 +0.9% 0.45% $418K 2025-07-25 $185.87
2025 Q1 ADDED 2,233 +19 +0.9% 0.50% $467K 2025-05-09 $178.78
2024 Q4 INITIATED 2,214 β€” β€” 0.31% $393K 2025-02-20 $192.76

FAQ About Ball & Co Wealth Management Inc. and ABBV

These are the practical questions this page is built to answer before you even open the full history table.

How long has Ball & Co Wealth Management Inc. reported owning ABBV?

Ball & Co Wealth Management Inc. reported ABBV across 5 quarterly 13F filings, from 2024 Q4 through 2025 Q4.

What was the largest reported ABBV position in Ball & Co Wealth Management Inc.'s portfolio?

The largest reported portfolio weight for ABBV was 0.50% in 2025 Q1.

What is the latest reported ABBV position on this page?

The most recent filing on this page is 2025 Q4, when Ball & Co Wealth Management Inc. reported 2,237 shares, equal to 0.33% of portfolio, with an estimated market value of $511K.

What does the chart on this ABBV ownership page compare?

The chart compares Ball & Co Wealth Management Inc.'s quarterly ABBV portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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