AbbVie Inc.
BG ˙ BUL ˙ US00287Y1091
SecurityBG:4AB / AbbVie Inc.
Institution180 Wealth Advisors, Llc
Latest Disclosed Ownership4,731 shares
Latest Disclosed Value $ 1,029,030
180 Wealth Advisors, Llc reports 45.30% increase in ownership of 4AB / AbbVie Inc.

On May 1, 2026 - 180 Wealth Advisors, Llc filed a 13F-HR form disclosing ownership of 4,731 shares of AbbVie Inc. (BG:4AB) valued at $1,029,030 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 9, 2026 disclosing 3,256 shares of AbbVie Inc.. This represents a change in shares of 45.30% during the quarter.

Institutional Ownership: 13F and NPORT Filings

The Security and Class in the table below are shown exactly as filed by the investor. We do our best to track continuity of investments through acquisitions, and this will be reflected in the table as changes in names. In addition to descriptive data, performance of the investment is shown over time. To calculate quarterly performance, we first calculate cost basis of the shares purchased during the quarter, then use that to calculate gross profit. Quarterly return is Gross Profit / Starting Portfolio value.

Note that cost basis is calculated and stored in thousands, so small quarterly changes in shares frequently result in a cost basis of zero.

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Disclosed Equity Positions (from 13F/NPORT Filings)
File
Date
Effective
Date
Form Security Class ID Avg Price
Paid (Est)
Reported
Shares
ΔShares ΔShares
(%)
Reported
Value
(x1000)
ΔValue
(%)
Alloc
(%)
ΔAlloc ΔAlloc (%) Cost Basis
(x1000)
Unrealized
Gain/Loss
(x1000)
2026-05-01 2026-03-31 13F ABBVIE COM 00287Y109 4,731 1,475 45.30 1,029 38.49 0.1170
2026-01-09 2025-12-31 13F ABBVIE COM 00287Y109 3,256 570 21.22 744 19.65 0.0847
2025-10-16 2025-09-30 13F ABBVIE COM 00287Y109 2,686 310 13.05 622 40.82 0.0758
2025-07-31 2025-06-30 13F ABBVIE COM 00287Y109 2,376 -150 -5.94 441 -16.64 0.0615
2025-04-09 2025-03-31 13F ABBVIE COM 00287Y109 2,526 -16 -0.63 529 17.29 0.0843
2025-01-14 2024-12-31 13F ABBVIE COM 00287Y109 2,542 63 2.54 452 -7.77 0.0708
2024-11-01 2024-09-30 13F ABBVIE COM 00287Y109 2,479 -7 -0.28 489 15.88 0.0770
2024-07-16 2024-06-30 13F ABBVIE COM 00287Y109 2,486 -592 -19.23 422 -24.64 0.0689
2024-04-16 2024-03-31 13F ABBVIE COM 00287Y109 3,078 161 5.52 561 20.17 0.1008
2024-01-25 2023-12-31 13F ABBVIE COM 00287Y109 2,917 430 17.29 466 25.95 0.0933
2023-11-01 2023-09-30 13F ABBVIE COM 00287Y109 2,487 -89 -3.45 371 6.63 0.0834
2023-07-12 2023-06-30 13F ABBVIE COM 00287Y109 2,576 -730 -22.08 348 -34.03 0.0764
2023-04-07 2023-03-31 13F ABBVIE COM 00287Y109 3,306 -88 -2.59 527 5.20 0.1226
2023-02-02 2022-12-31 13F ABBVIE COM 00287Y109 3,394 227 7.17 500 17.65 0.1177
2022-10-12 2022-09-30 13F ABBVIE COM 00287Y109 3,167 13 0.41 425 -12.37 0.1170
2022-07-11 2022-06-30 13F ABBVIE COM 00287Y109 3,154 -34 -1.07 485 -2.61 0.1238
2022-04-22 2022-03-31 13F ABBVIE COM 00287Y109 3,188 619 24.09 498 46.90 0.1087
2022-01-26 2021-12-31 13F ABBVIE COM 00287Y109 2,569 0 0.00 339 20.64 0.0761
2021-10-28 2021-09-30 13F ABBVIE COM 00287Y109 2,569 128 5.24 281 0.36 0.0619
2021-08-13 2021-06-30 13F ABBVIE COM 00287Y109 2,441 26 1.08 280 0.00 0.0640
2021-05-25 2021-03-31 13F ABBVIE COM 00287Y109 2,415 201 9.08 280 12.90 0.0694
2021-01-27 2020-12-31 13F ABBVIE COM 00287Y109 2,214 2,214 248 0.0715
2019-08-05 2019-06-30 13F ABBVIE COM 00287Y109 0 -3,445 -100.00 0 -100.00
2019-05-14 2019-03-31 13F ABBVIE COM 00287Y109 3,445 -2,778 -44.64 269 -54.33 0.1220
2019-01-15 2018-12-31 13F ABBVIE COM 00287Y109 6,223 -106 -1.67 589 -1.67 0.2749
2018-11-14 2018-09-30 13F ABBVIE COM 00287Y109 6,329 -2,443 -27.85 599 -26.32 0.2769
2018-08-08 2018-06-30 13F ABBVIE COM 00287Y109 8,772 2,964 51.03 813 45.18 0.4028
2018-06-01 2018-03-31 13F ABBVIE COM 00287Y109 5,808 3,427 143.93 560 143.48 0.2908
2018-02-13 2017-12-31 13F ABBVIE COM 00287Y109 2,381 2,381 230 0.1171
Legend
Shares
The total number of shares held by the institution at the end of the reporting period (the effective date). This is provided in the filing.
Value
The total value of the shares as of the effective date. This is provided in the filing.
Avg. Share Price
The weighted average share price of the shares held by the institution. We use FIFO accounting to determine this price
Class
This is the security class as indicated by the filer. There are a variety of values for this field. Common values include "EC" = equity common, "EP" - equity preferred
Allocation (%)
The percent of the institution's portfolio that this position represents. This is provided in NPORT filings. For 13F filings, we calculate it.
Change in Allocation
The change in allocation from the prior reporting period. This is calculated as current allocation - prior allocation.
Change in Allocation (%)
The percent change in allocation from the prior reporting period. This is calculated as (current allocation - prior allocation) / prior allocation.
Cost Basis
The total cost of the shares held. This is calculated as reported shares * avg. share price
Unrealized Gain/Loss
This is the market value of the position as of the effective date minus the cost basis.