ABBV ABBVIE COM

Ownership history in LVM CAPITAL MANAGEMENT LTD/MI  ·  53 quarters on record

AI Ownership Summary

LVM CAPITAL MANAGEMENT LTD/MI reported ABBVIE COM (ABBV) in 53 quarterly 13F filings from 2023 Q4 through 2026 Q1. Peak portfolio weight reached 3.88% in 2025 Q1. The latest visible filing shows ABBV at 3.52% 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 LVM CAPITAL MANAGEMENT LTD/MI's position in ABBVIE COM, 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 3.52% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
3.88% 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 LVM CAPITAL MANAGEMENT LTD/MI 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)
2026 Q1 ADDED 171,469 +1,758 +1.0% 3.52% $37.3M 2026-05-15 (Est.) $207.94
2025 Q4 ADDED 169,711 +47 +0.0% 3.60% $38.8M 2026-01-12 $218.28
2025 Q3 ADDED 169,664 +2,326 +1.4% 3.78% $39.3M 2025-10-09 $227.21
2025 Q2 ADDED 167,338 +1,211 +0.7% 3.22% $31.1M 2025-07-02 $186.26
2025 Q1 ADDED 166,127 +2,854 +1.7% 3.88% $34.8M 2025-04-08 $169.97
2024 Q4 ADDED 163,273 +6,892 +4.4% 3.12% $29.0M 2025-01-10 $167.90
2024 Q3 UNCHANGED 156,381 0% 3.05% $26.8M 2024-10-03 $185.86
2024 Q2 REDUCED 156,381 -1,861 -1.2% 3.05% $26.8M 2024-07-16 $160.89
2024 Q1 REDUCED 158,242 -127 -0.1% 3.40% $28.8M 2024-04-15 $152.33
2023 Q4 ADDED 158,369 +3,059 +2.0% 3.14% $24.5M 2024-01-12 $151.61
43 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

FAQ About LVM CAPITAL MANAGEMENT LTD/MI and ABBV

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

How long has LVM CAPITAL MANAGEMENT LTD/MI reported owning ABBV?

LVM CAPITAL MANAGEMENT LTD/MI reported ABBV across 10 quarterly 13F filings, from 2023 Q4 through 2026 Q1.

What was the largest reported ABBV position in LVM CAPITAL MANAGEMENT LTD/MI's portfolio?

The largest reported portfolio weight for ABBV was 3.88% in 2025 Q1.

What is the latest reported ABBV position on this page?

The most recent filing on this page is 2026 Q1, when LVM CAPITAL MANAGEMENT LTD/MI reported 171,469 shares, equal to 3.52% of portfolio, with an estimated market value of $37.3M.

What does the chart on this ABBV ownership page compare?

The chart compares LVM CAPITAL MANAGEMENT LTD/MI'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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