Stonebridge Financial Group, LLC / MO ABBV ABBVIE INC

Ownership history in Stonebridge Financial Group, LLC / MO  ·  3 quarters on record

AI Ownership Summary

Stonebridge Financial Group, LLC / MO reported ABBVIE INC (ABBV) in 3 quarterly 13F filings from 2025 Q4 through 2026 Q2. Peak portfolio weight reached 0.58% in 2025 Q4. The latest visible filing shows ABBV at 0.48% 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 Stonebridge Financial Group, LLC / MO'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
2026 Q2

ABBV was reported at 0.48% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.58% in 2025 Q4

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2025 Q4 to 2026 Q2

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 Stonebridge Financial Group, LLC / MO 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 3 quarters  
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q2 REDUCED 2,896 -104 -3.5% 0.48% $729K 2026-07-24 $nan
2026 Q1 ADDED 3,000 +44 +1.5% 0.55% $652K 2026-04-17 $206.91
2025 Q4 INITIATED 2,956 0.58% $675K 2026-02-04 $213.80

FAQ About Stonebridge Financial Group, LLC / MO and ABBV

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

How long has Stonebridge Financial Group, LLC / MO reported owning ABBV?

Stonebridge Financial Group, LLC / MO reported ABBV across 3 quarterly 13F filings, from 2025 Q4 through 2026 Q2.

What was the largest reported ABBV position in Stonebridge Financial Group, LLC / MO's portfolio?

The largest reported portfolio weight for ABBV was 0.58% in 2025 Q4.

What is the latest reported ABBV position on this page?

The most recent filing on this page is 2026 Q2, when Stonebridge Financial Group, LLC / MO reported 2,896 shares, equal to 0.48% of portfolio, with an estimated market value of $729K.

What does the chart on this ABBV ownership page compare?

The chart compares Stonebridge Financial Group, LLC / MO'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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