ABBV — AbbVie Inc.

Ownership history in BOSTON RESEARCH & MANAGEMENT INC  ·  52 quarters on record

AI Ownership Summary

BOSTON RESEARCH & MANAGEMENT INC reported AbbVie Inc. (ABBV) in 52 quarterly 13F filings from 2023 Q4 through 2026 Q1. Peak portfolio weight reached 2.65% in 2025 Q1. The latest visible filing shows ABBV at 2.50% 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. Older history is available after unlock; the visible window still shows the most recent pattern.

What this ABBV ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was BOSTON RESEARCH & 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
2026 Q1

ABBV was reported at 2.50% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
2.65% 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
2023 Q4 to 2026 Q1

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.

ABBV stock page BOSTON RESEARCH & MANAGEMENT INC fund profile BOSTON RESEARCH & MANAGEMENT INC full holdings
How BOSTON RESEARCH & MANAGEMENT INC held ABBV — position size vs. price
% of Fund (quarterly)    ABBV price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 10 quarters  ▾
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 REDUCED 48,353 -335 -0.7% 2.50% $11K 2026-04-10 $206.23
2025 Q4 REDUCED 48,688 -2,450 -4.8% 2.56% $11.1M 2026-02-11 $219.07
2025 Q3 REDUCED 51,138 -50 -0.1% 2.61% $11.8M 2025-11-12 $229.46
2025 Q2 ADDED 51,188 +330 +0.6% 2.27% $9.5M 2025-08-12 $194.03
2025 Q1 REDUCED 50,858 -1,278 -2.5% 2.65% $10.7M 2025-05-12 $184.07
2024 Q4 REDUCED 52,136 -102 -0.2% 2.27% $9.3M 2025-02-12 $185.20
2024 Q3 REDUCED 52,238 -175 -0.3% 2.42% $10.3M 2024-11-12 $162.64
2024 Q2 REDUCED 52,413 -624 -1.2% 2.27% $9.0M 2024-08-13 $180.35
2024 Q1 REDUCED 53,037 -715 -1.3% 2.39% $9.7M 2024-05-14 $151.01
2023 Q4 ADDED 53,752 +595 +1.1% 2.21% $8.3M 2024-02-12 $160.24
42 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding ABBV

As of 2026 Q1 — sorted by position size

Swisher Financial Concepts, Inc. 6.31% Meadowbrook Wealth Management, LLC 6.0% Agate Pass Investment Management, LLC 3Y 5.71% INSPIRION WEALTH ADVISORS, LLC 3Y 7Y 5.45% Hamlin Capital Management, LLC 3Y 7Y 4.39% Raub Brock Capital Management LP 3Y 7Y 4.38% Red Spruce Capital, LLC 3Y 3.97% Baugh & Associates, LLC 3Y 7Y 3.79% LVM CAPITAL MANAGEMENT LTD/MI 3Y 7Y 3.52% Eastover Investment Advisors LLC 3Y 7Y 3.31%

FAQ About BOSTON RESEARCH & 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 BOSTON RESEARCH & MANAGEMENT INC reported owning ABBV?

BOSTON RESEARCH & MANAGEMENT INC reported ABBV across 10 quarterly 13F filings, from 2023 Q4 through 2026 Q1.

What was the largest reported ABBV position in BOSTON RESEARCH & MANAGEMENT INC's portfolio?

The largest reported portfolio weight for ABBV was 2.65% in 2025 Q1.

What is the latest reported ABBV position on this page?

The most recent filing on this page is 2026 Q1, when BOSTON RESEARCH & MANAGEMENT INC reported 48,353 shares, equal to 2.50% of portfolio, with an estimated market value of $11K.

What does the chart on this ABBV ownership page compare?

The chart compares BOSTON RESEARCH & 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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