Dominguez Wealth Management Solutions, Inc. ABBV ABBVIE INC

Ownership history in Dominguez Wealth Management Solutions, Inc.  ·  14 quarters on record

AI Ownership Summary

Dominguez Wealth Management Solutions, Inc. reported ABBVIE INC (ABBV) in 14 quarterly 13F filings from 2023 Q4 through 2026 Q1. Peak portfolio weight reached 0.44% in 2025 Q1. The latest visible filing shows ABBV at 0.38% 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 Dominguez Wealth Management Solutions, 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 0.38% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.44% 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.

How Dominguez Wealth Management Solutions, 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 Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 ADDED 2,885 +2 +0.1% 0.38% $628K 2026-04-27 $197.38
2025 Q4 REDUCED 2,883 -8 -0.3% 0.40% $659K 2026-01-15 $213.25
2025 Q3 ADDED 2,891 +37 +1.3% 0.42% $669K 2025-10-03 $228.49
2025 Q2 ADDED 2,854 +2 +0.1% 0.37% $530K 2025-07-07 $181.71
2025 Q1 ADDED 2,852 +2 +0.1% 0.44% $598K 2025-05-12 $184.07
2024 Q4 ADDED 2,850 +2 +0.1% 0.37% $506K 2025-01-15 $164.42
2024 Q3 ADDED 2,848 +2 +0.1% 0.41% $562K 2024-10-03 $184.33
2024 Q2 ADDED 2,846 +15 +0.5% 0.37% $488K 2024-07-10 $157.13
2024 Q1 ADDED 2,831 +2 +0.1% 0.41% $516K 2024-04-18 $153.88
2023 Q4 REDUCED 2,829 -14 -0.5% 0.36% $438K 2024-01-09 $148.85
4 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

FAQ About Dominguez Wealth Management Solutions, 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 Dominguez Wealth Management Solutions, Inc. reported owning ABBV?

Dominguez Wealth Management Solutions, Inc. reported ABBV across 10 quarterly 13F filings, from 2023 Q4 through 2026 Q1.

What was the largest reported ABBV position in Dominguez Wealth Management Solutions, Inc.'s portfolio?

The largest reported portfolio weight for ABBV was 0.44% in 2025 Q1.

What is the latest reported ABBV position on this page?

The most recent filing on this page is 2026 Q1, when Dominguez Wealth Management Solutions, Inc. reported 2,885 shares, equal to 0.38% of portfolio, with an estimated market value of $628K.

What does the chart on this ABBV ownership page compare?

The chart compares Dominguez Wealth Management Solutions, 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.

How well did Dominguez Wealth Management Solutions, Inc. time their ABBV position?

Based on 13F filing dates vs. subsequent ABBV price moves, Dominguez Wealth Management Solutions, Inc. correctly timed 7 out of 13 reported position changes (54%). The annualised alpha on ABBV relative to SPY over the holding period was -6.8%.

← Back to Dominguez Wealth Management Solutions, Inc. Holdings