Ownership history in Welch Group, LLC Β· 53 quarters on record
This page tracks every 13F SEC filing in which Welch Group, LLC reported a position in ABBVIE INC COM USD0.01 COM (ABBV). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price β sourced directly from SEC EDGAR 13F filings.
π Welch Group, LLC outperformed the S&P 500 by +6.2% annually on this ABBV position. Timing score: 69% (35/51 decisions correct). Average cost basis: $46.70. Maximum drawdown during holding period: β20.3%.
π₯ Exceptional β beat the S&P 500 by 6.2% per year on this position.
51 quarters analyzed
β
Decent timing β more right than wrong on entries and exits.
35 of 51 add/trim decisions correct
Best entry: $24.36 (2013 Q1) Β· Worst: $228.05 (2025 Q3)
πͺ Held through 1 major drawdown (>20%). Strong conviction under pressure.
34 adds Β· 19 trims. Bought during 14 of 20 down-price quarters. π More buys than sells across the holding period.
π Welch Group, LLC has been actively increasing its ABBV allocation β a bullish signal from insiders.
Currently 3.24% of portfolio
β Based on quarterly 13F SEC filings and end-of-quarter closing prices. Timing score = accuracy of add/trim decisions vs next-quarter price direction. Alpha = mean quarterly excess return Γ 4 (annualised). Not investment advice.
As of 2025 Q4 β sorted by position size