ABBV — AbbVie

Ownership history in Linscomb Wealth, Inc.  ·  51 quarters on record

This page tracks every 13F SEC filing in which Linscomb Wealth, Inc. reported a position in AbbVie (ABBV). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Peak position
0.91% (2025 Q1)
Avg. % of fund
0.53%
First filed
2013 Q2
Last filed
2025 Q4
Quarters held
51
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 REDUCED 87,470 -1,240 -1.4% 0.84% $20.0M $226.67
2025 Q3 REDUCED 88,710 -1,455 -1.6% 0.88% $20.5M $228.05
2025 Q2 ADDED 90,165 +2,928 +3.4% 0.77% $16.7M $181.25
2025 Q1 ADDED 87,237 +8,826 +11.3% 0.91% $18.3M $202.72
47 older quarters hidden  —  Sign in free or upgrade to Premium to see full history
% of Fund (quarterly)    ABBV price (monthly, adj. close)

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As of 2025 Q4 — sorted by position size

Livelsberger Financial Advisory 39.51% CURA WEALTH ADVISORS, LLC 24.41% PARK CIRCLE Co 3Y 7Y 14.33% Sugar Maple Asset Management, LLC 8.69% Bruce & Co., Inc. 3Y 7Y 8.68% Atle Fund Management AB 3Y 7Y 7.89% R.M.SINCERBEAUX CAPITAL MANAGEMENT LLC 3Y 7Y 7.08% RBO & CO LLC 3Y 7Y 6.86% Swisher Financial Concepts, Inc. 6.73% MV CAPITAL MANAGEMENT, INC. 3Y 7Y 5.94%
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