ABBV — ABBVIE INC

Ownership history in MINDSET WEALTH MANAGEMENT, LLC  ·  6 quarters on record

This page tracks every 13F SEC filing in which MINDSET WEALTH MANAGEMENT, LLC reported a position in ABBVIE INC (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
0.55% (2025 Q1)
Avg. % of fund
0.46%
First filed
2024 Q3
Last filed
2025 Q4
Quarters held
6
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 ADDED 7,360 +194 +2.7% 0.44% $1.7M $226.67
2025 Q3 ADDED 7,166 +272 +3.9% 0.45% $1.7M $228.05
2025 Q2 ADDED 6,894 +145 +2.1% 0.42% $1.3M $181.25
2025 Q1 ADDED 6,749 +678 +11.2% 0.55% $1.4M $202.72
2024 Q4 ADDED 6,071 +69 +1.1% 0.39% $1.1M $170.33
2024 Q3 INITIATED 6,002 — — 0.49% $1.2M $187.79
% of Fund (quarterly)    ABBV price (monthly, adj. close)

Other funds also holding ABBV

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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