ABBV ABBVIE INC

Ownership history in PATRICK M SWEENEY & ASSOCIATES, INC  ·  9 quarters on record

AI Ownership Summary

PATRICK M SWEENEY & ASSOCIATES, INC reported ABBVIE INC (ABBV) in 9 quarterly 13F filings from 2023 Q4 through 2025 Q4. Peak portfolio weight reached 4.15% in 2025 Q1. The latest visible filing shows ABBV at 3.79% 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.

What this ABBV ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was PATRICK M SWEENEY & ASSOCIATES, 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
2025 Q4

ABBV was reported at 3.79% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
4.15% 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 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 PATRICK M SWEENEY & ASSOCIATES, INC 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 REDUCED 26,510 -5 -0.0% 3.79% $6.1M 2026-02-14 (Est.) $231.50
2025 Q3 ADDED 26,515 +30 +0.1% 3.97% $6.1M 2025-11-12 $231.37
2025 Q2 ADDED 26,485 +1 +0.0% 3.45% $5.0M 2025-08-13 $198.43
2025 Q1 ADDED 26,484 +1 +0.0% 4.15% $5.5M 2025-04-14 $173.29
2024 Q4 ADDED 26,483 +2 +0.0% 3.53% $4.7M 2025-01-22 $163.71
2024 Q3 ADDED 26,481 +1 +0.0% 3.84% $5.2M 2024-10-22 $180.93
2024 Q2 ADDED 26,480 +101 +0.4% 3.67% $4.5M 2024-07-17 $166.67
2024 Q1 ADDED 26,379 +2 +0.0% 3.95% $4.8M 2024-04-25 $157.63
2023 Q4 INITIATED 26,377 3.74% $4.1M 2024-02-06 $161.77

FAQ About PATRICK M SWEENEY & ASSOCIATES, 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 PATRICK M SWEENEY & ASSOCIATES, INC reported owning ABBV?

PATRICK M SWEENEY & ASSOCIATES, INC reported ABBV across 9 quarterly 13F filings, from 2023 Q4 through 2025 Q4.

What was the largest reported ABBV position in PATRICK M SWEENEY & ASSOCIATES, INC's portfolio?

The largest reported portfolio weight for ABBV was 4.15% in 2025 Q1.

What is the latest reported ABBV position on this page?

The most recent filing on this page is 2025 Q4, when PATRICK M SWEENEY & ASSOCIATES, INC reported 26,510 shares, equal to 3.79% of portfolio, with an estimated market value of $6.1M.

What does the chart on this ABBV ownership page compare?

The chart compares PATRICK M SWEENEY & ASSOCIATES, 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.

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