ABBV ABBVIE INC

Ownership history in Brown Financial Advisory  ·  14 quarters on record

AI Ownership Summary

Brown Financial Advisory reported ABBVIE INC (ABBV) in 14 quarterly 13F filings from 2023 Q3 through 2025 Q4. Peak portfolio weight reached 0.45% in 2025 Q3. The latest visible filing shows ABBV at 0.43% 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 Brown Financial Advisory'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 0.43% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.45% in 2025 Q3

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

Time in book
Holding Window
2023 Q3 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 Brown Financial Advisory held ABBV — position size vs. price
% of Fund (quarterly)    ABBV price (quarter-end, indexed to 100)
📋 Quarterly Holdings History 10 quarters  
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 UNCHANGED 3,713 0% 0.43% $848K 2026-02-14 (Est.) $231.50
2025 Q3 UNCHANGED 3,713 0% 0.45% $860K 2025-10-27 $226.21
2025 Q2 ADDED 3,713 +662 +21.7% 0.38% $689K 2025-07-28 $185.68
2025 Q1 ADDED 3,051 +1,131 +58.9% 0.40% $639K 2025-04-30 $190.51
2024 Q4 ADDED 1,920 +155 +8.8% 0.24% $341K 2025-01-24 $164.77
2024 Q3 UNCHANGED 1,765 0% 0.25% $349K 2024-10-25 $180.05
2024 Q2 UNCHANGED 1,765 0% 0.23% $303K 2024-07-25 $173.23
2024 Q1 REDUCED 1,765 -39 -2.2% 0.25% $321K 2024-04-25 $157.63
2023 Q4 UNCHANGED 1,804 0% 0.23% $280K 2024-01-26 $153.47
2023 Q3 UNCHANGED 1,804 0% 0.24% $269K 2023-10-25 $134.32
4 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

FAQ About Brown Financial Advisory and ABBV

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

How long has Brown Financial Advisory reported owning ABBV?

Brown Financial Advisory reported ABBV across 10 quarterly 13F filings, from 2023 Q3 through 2025 Q4.

What was the largest reported ABBV position in Brown Financial Advisory's portfolio?

The largest reported portfolio weight for ABBV was 0.45% in 2025 Q3.

What is the latest reported ABBV position on this page?

The most recent filing on this page is 2025 Q4, when Brown Financial Advisory reported 3,713 shares, equal to 0.43% of portfolio, with an estimated market value of $848K.

What does the chart on this ABBV ownership page compare?

The chart compares Brown Financial Advisory'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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