ABBV — ABBVIE INC

Ownership history in WILLNER & HELLER, LLC  ·  12 quarters on record

This page tracks every 13F SEC filing in which WILLNER & HELLER, 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
1.74% (2022 Q2)
Avg. % of fund
1.4%
First filed
2022 Q1
Last filed
2025 Q4
Quarters held
12
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 REDUCED 5,815 -1,781 -23.4% 0.95% $1.3M $226.67
2025 Q3 ADDED 7,596 +46 +0.6% 1.35% $1.8M $228.05
2025 Q2 REDUCED 7,550 -864 -10.3% 1.18% $1.4M $181.25
2025 Q1 REDUCED 8,414 -34 -0.4% 1.63% $1.8M $202.72
8 older quarters hidden  —  Sign in free or upgrade to Premium to see full history
% 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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