ABBV ABBVIE INC COMMON

Ownership history in CAPITAL ADVISORS INC/OK  ·  51 quarters on record

AI Ownership Summary

CAPITAL ADVISORS INC/OK reported ABBVIE INC COMMON (ABBV) in 51 quarterly 13F filings from 2023 Q4 through 2025 Q4. Peak portfolio weight reached 1.48% in 2025 Q3. The latest visible filing shows ABBV at 1.44% 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 CAPITAL ADVISORS INC/OK's position in ABBVIE INC COMMON, 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 1.44% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
1.48% 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 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 CAPITAL ADVISORS INC/OK held ABBV — position size vs. price
% of Fund (quarterly)    ABBV price (quarter-end, indexed to 100)
📋 Quarterly Holdings History 9 quarters  
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 ADDED 390,570 +8,922 +2.3% 1.44% $89.2M 2026-02-14 (Est.) $231.50
2025 Q3 ADDED 381,648 +34,548 +10.0% 1.48% $88.4M 2025-10-21 $229.54
2025 Q2 ADDED 347,100 +296 +0.1% 1.16% $64.4M 2025-07-22 $184.29
2025 Q1 ADDED 346,804 +11,793 +3.5% 1.45% $72.7M 2025-04-29 $188.96
2024 Q4 ADDED 335,011 +5,119 +1.6% 1.19% $59.5M 2025-01-29 $169.57
2024 Q3 REDUCED 329,892 -22,701 -6.4% 1.30% $65.1M 2024-10-28 $181.81
2024 Q2 ADDED 352,593 +8,279 +2.4% 1.25% $60.5M 2024-07-31 $176.22
2024 Q1 REDUCED 344,314 -64,229 -15.7% 1.35% $62.7M 2024-04-29 $152.19
2023 Q4 ADDED 408,543 +30,898 +8.2% 1.42% $63.3M 2024-01-29 $153.02
42 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

FAQ About CAPITAL ADVISORS INC/OK and ABBV

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

How long has CAPITAL ADVISORS INC/OK reported owning ABBV?

CAPITAL ADVISORS INC/OK reported ABBV across 9 quarterly 13F filings, from 2023 Q4 through 2025 Q4.

What was the largest reported ABBV position in CAPITAL ADVISORS INC/OK's portfolio?

The largest reported portfolio weight for ABBV was 1.48% in 2025 Q3.

What is the latest reported ABBV position on this page?

The most recent filing on this page is 2025 Q4, when CAPITAL ADVISORS INC/OK reported 390,570 shares, equal to 1.44% of portfolio, with an estimated market value of $89.2M.

What does the chart on this ABBV ownership page compare?

The chart compares CAPITAL ADVISORS INC/OK'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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