SMITHBRIDGE ASSET MANAGEMENT INC/DE ABBV — ABBVIE INC. COM

Ownership history in SMITHBRIDGE ASSET MANAGEMENT INC/DE  ·  52 quarters on record

AI Ownership Summary

SMITHBRIDGE ASSET MANAGEMENT INC/DE reported ABBVIE INC. COM (ABBV) in 52 quarterly 13F filings from 2023 Q4 through 2026 Q1. Peak portfolio weight reached 1.77% in 2024 Q1. The latest visible filing shows ABBV at 1.02% 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 SMITHBRIDGE ASSET MANAGEMENT INC/DE's position in ABBVIE INC. 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 1.02% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
1.77% in 2024 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.

ABBV stock page SMITHBRIDGE ASSET MANAGEMENT INC/DE fund profile SMITHBRIDGE ASSET MANAGEMENT INC/DE full holdings
How SMITHBRIDGE ASSET MANAGEMENT INC/DE 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 9 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 REDUCED — — — 31,584 -27,428 -46.5% 1.02% $6.9M 2026-04-24 $198.71
2025 Q4 ADDED — — — 59,012 +18,364 +45.2% 1.15% $13.5M 2026-02-11 $219.07
2025 Q3 REDUCED — — — 40,648 -532 -1.3% 1.37% $9.4M 2025-10-29 $221.51
2025 Q2 REDUCED — — — 41,180 -1,658 -3.9% 1.34% $7.6M 2025-07-29 $186.79
2025 Q1 REDUCED — — — 42,838 -1,903 -4.3% 1.66% $9.0M 2025-04-16 $166.26
2024 Q3 ADDED — — — 44,741 +283 +0.6% 1.52% $8.8M 2024-10-24 $180.28
2024 Q2 REDUCED 5.6% +16.2% ❌ 44,458 -2,628 -5.6% 1.58% $7.6M 2024-07-19 $162.51
2024 Q1 REDUCED — — — 47,086 -1,383 -2.9% 1.77% $8.6M 2024-05-03 $153.06
2023 Q4 REDUCED — — — 48,469 -625 -1.3% 1.71% $7.5M 2024-01-18 $151.19
43 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding ABBV

As of 2026 Q1 — sorted by position size

CURA WEALTH ADVISORS, LLC 28.52% PARK CIRCLE Co 3Y 7Y 13.27% LETSON INVESTMENT MANAGEMENT, INC. 9.3% Worth Financial Advisory Group, LLC 3Y 8.59% AK GLOBAL ASSET MANAGEMENT, LLC 8.11% Bruce & Co., Inc. 3Y 7Y 7.62% Sugar Maple Asset Management, LLC 7.45% R.M.SINCERBEAUX CAPITAL MANAGEMENT LLC 3Y 7Y 7.03% ST. NICHOLAS PRIVATE ASSET MANAGEMENT, INC 6.94% RBO & CO LLC 3Y 7Y 6.53%

FAQ About SMITHBRIDGE ASSET MANAGEMENT INC/DE and ABBV

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

How long has SMITHBRIDGE ASSET MANAGEMENT INC/DE reported owning ABBV?

SMITHBRIDGE ASSET MANAGEMENT INC/DE reported ABBV across 9 quarterly 13F filings, from 2023 Q4 through 2026 Q1.

What was the largest reported ABBV position in SMITHBRIDGE ASSET MANAGEMENT INC/DE's portfolio?

The largest reported portfolio weight for ABBV was 1.77% in 2024 Q1.

What is the latest reported ABBV position on this page?

The most recent filing on this page is 2026 Q1, when SMITHBRIDGE ASSET MANAGEMENT INC/DE reported 31,584 shares, equal to 1.02% of portfolio, with an estimated market value of $6.9M.

What does the chart on this ABBV ownership page compare?

The chart compares SMITHBRIDGE ASSET MANAGEMENT INC/DE'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 SMITHBRIDGE ASSET MANAGEMENT INC/DE time their ABBV position?

Based on 13F filing dates vs. subsequent ABBV price moves, SMITHBRIDGE ASSET MANAGEMENT INC/DE correctly timed 16 out of 44 reported position changes (36%). The annualised alpha on ABBV relative to SPY over the holding period was +2.7%.

← Back to SMITHBRIDGE ASSET MANAGEMENT INC/DE Holdings