AbbVie Inc.
BG ˙ BUL ˙ US00287Y1091
SecurityBG:4AB / AbbVie Inc.
InstitutionBKD Wealth Advisors, LLC
Latest Disclosed Ownership26,809 shares
Latest Disclosed Value $ 5,830,732
BKD Wealth Advisors, LLC reports 2.43% increase in ownership of 4AB / AbbVie Inc.

On May 1, 2026 - BKD Wealth Advisors, LLC filed a 13F-HR form disclosing ownership of 26,809 shares of AbbVie Inc. (BG:4AB) valued at $5,830,732 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 10, 2026 disclosing 26,173 shares of AbbVie Inc.. This represents a change in shares of 2.43% 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 26,809 636 2.43 5,831 -2.51 0.1107
2026-02-10 2025-12-31 13F ABBVIE COM 00287Y109 26,173 -91 -0.35 5,980 -1.66 0.1129
2025-10-30 2025-09-30 13F ABBVIE COM 00287Y109 26,264 1,547 6.26 6,081 32.57 0.1208
2025-07-29 2025-06-30 13F ABBVIE COM 00287Y109 24,717 292 1.20 4,588 -10.36 0.0990
2025-05-13 2025-03-31 13F ABBVIE COM 00287Y109 24,425 7,158 41.45 5,118 66.79 0.1227
2025-02-04 2024-12-31 13F ABBVIE COM 00287Y109 17,267 230 1.35 3,068 -8.80 0.0707
2024-11-14 2024-09-30 13F ABBVIE COM 00287Y109 17,037 -8,119 -32.27 3,364 -22.02 0.0773
2024-08-09 2024-06-30 13F ABBVIE COM 00287Y109 25,156 8,491 50.95 4,315 42.19 0.1077
2024-04-19 2024-03-31 13F ABBVIE COM 00287Y109 16,665 1,223 7.92 3,035 26.79 0.0771
2024-01-11 2023-12-31 13F ABBVIE COM 00287Y109 15,442 -544 -3.40 2,393 0.46 0.0666
2023-10-26 2023-09-30 13F ABBVIE COM 00287Y109 15,986 -1,094 -6.41 2,383 3.52 0.0719
2023-08-08 2023-06-30 13F ABBVIE COM 00287Y109 17,080 6,231 57.43 2,301 33.16 0.0674
2023-04-27 2023-03-31 13F ABBVIE COM 00287Y109 10,849 956 9.66 1,729 8.14 0.0566
2023-02-03 2022-12-31 13F ABBVIE COM 00287Y109 9,893 52 0.53 1,599 21.06 0.0559
2022-10-14 2022-09-30 13F ABBVIE COM 00287Y109 9,841 -212 -2.11 1,320 -14.23 0.0533
2022-07-22 2022-06-30 13F ABBVIE COM 00287Y109 10,053 1,110 12.41 1,539 6.14 0.0623
2022-05-10 2022-03-31 13F ABBVIE COM 00287Y109 8,943 1,437 19.14 1,450 42.72 0.0614
2022-01-14 2021-12-31 13F ABBVIE COM 00287Y109 7,506 349 4.88 1,016 31.61 0.0427
2021-10-14 2021-09-30 13F ABBVIE COM 00287Y109 7,157 -282 -3.79 772 -7.88 0.0355
2021-07-14 2021-06-30 13F ABBVIE COM 00287Y109 7,439 -2,683 -26.51 838 -23.47 0.0390
2021-04-23 2021-03-31 13F ABBVIE COM 00287Y109 10,122 -9,545 -48.53 1,095 -48.03 0.0544
2021-01-22 2020-12-31 13F ABBVIE COM 00287Y109 19,667 2,375 13.73 2,107 39.08 0.1055
2020-11-05 2020-09-30 13F ABBVIE COM 00287Y109 17,292 2,129 14.04 1,515 1.75 0.0882
2020-07-15 2020-06-30 13F ABBVIE COM 00287Y109 15,163 5,968 64.90 1,489 112.41 0.0964
2020-04-10 2020-03-31 13F ABBVIE COM 00287Y109 9,195 1 0.01 701 -13.88 0.0575
2020-01-13 2019-12-31 13F ABBVIE COM 00287Y109 9,194 575 6.67 814 24.66 0.0586
2019-10-28 2019-09-30 13F ABBVIE COM 00287Y109 8,619 -204 -2.31 653 1.71 0.0522
2019-07-10 2019-06-30 13F ABBVIE COM 00287Y109 8,823 243 2.83 642 -7.09 0.0520
2019-04-10 2019-03-31 13F ABBVIE COM 00287Y109 8,580 -306 -3.44 691 -15.63 0.0573
2019-01-28 2018-12-31 13F/A-1 ABBVIE COM 00287Y109 8,886 -36 -0.40 819 -2.96 0.0837
2019-01-15 2018-12-31 13F ABBVIE COM 00287Y109 8,886 -36 819 0.0757
2018-10-09 2018-09-30 13F ABBVIE COM 00287Y109 8,922 -4,877 -35.34 844 -33.96 0.0740
2018-07-13 2018-06-30 13F ABBVIE COM 00287Y109 13,799 -3,254 -19.08 1,278 -20.82 0.1241
2018-05-25 2018-03-31 13F/A-1 ABBVIE COM 00287Y109 17,053 1,909 12.61 1,614 10.17 0.1618
2018-04-20 2018-03-31 13F ABBVIE COM 00287Y109 15,361 217 1,449
2018-01-18 2017-12-31 13F ABBVIE COM 00287Y109 15,144 385 2.61 1,465 11.75 0.1465
2017-10-13 2017-09-30 13F ABBVIE COM 00287Y109 14,759 -479 -3.14 1,311 18.64 0.1442
2017-07-10 2017-06-30 13F ABBVIE COM 00287Y109 15,238 1,051 7.41 1,105 19.59 0.1253
2017-04-13 2017-03-31 13F ABBVIE COM 00287Y109 14,187 -1,463 -9.35 924 -5.71 0.1128
2017-01-06 2016-12-31 13F ABBVIE COM 00287Y109 15,650 786 5.29 980 4.59 0.1282
2016-10-18 2016-09-30 13F ABBVIE COM 00287Y109 14,864 475 3.30 937 5.16 0.1305
2016-07-12 2016-06-30 13F ABBVIE COM 00287Y109 14,389 -888 -5.81 891 2.06 0.1324
2016-04-12 2016-03-31 13F ABBVIE COM 00287Y109 15,277 -83 -0.54 873 -4.07 0.1393
2016-01-26 2015-12-31 13F ABBVIE COM 00287Y109 15,360 -44 -0.29 910 8.59 0.1369
2015-11-10 2015-09-30 13F/A-1 ABBVIE COM 00287Y109 15,404 2,568 20.01 838 -2.78 0.1476
2015-10-13 2015-09-30 13F ABBVIE COM 00287Y109 15,404 2,568 838 0.1416
2015-07-08 2015-06-30 13F ABBVIE COM 00287Y109 12,836 17 0.13 862 14.93 0.1292
2015-04-16 2015-03-31 13F ABBVIE COM 00287Y109 12,819 799 6.65 750 -4.70 0.1086
2015-02-26 2014-12-31 13F/A-1 ABBVIE COM 00287Y109 12,020 -1,562 -11.50 787 0.38 0.1287
2015-01-15 2014-12-31 13F ABBVIE COM 00287Y109 12,822 -760 843 0.1303
2015-02-26 2014-09-30 13F/A-1 ABBVIE COM 00287Y109 13,582 0 0.00 784 2.22 0.1354
2014-10-10 2014-09-30 13F ABBVIE COM 00287Y109 14,418 836 846 0.1379
2015-02-26 2014-06-30 13F/A-1 ABBVIE COM 00287Y109 13,582 -1,107 -7.54 767 1.19 0.1307
2014-07-11 2014-06-30 13F ABBVIE COM 00287Y109 14,418 -271 814 0.1296
2014-04-29 2014-03-31 13F ABBVIE COM 00287Y109 14,689 -1,403 -8.72 758 -10.82 0.1340
2014-01-14 2013-12-31 13F/A-1 ABBVIE COM 00287Y109 16,092 -252 -1.54 850 16.28 0.1574
2014-01-13 2013-12-31 13F ABBVIE COM 00287Y109 32,184 1,703
2014-01-16 2013-09-30 13F/A-1 ABBVIE COM 00287Y109 16,344 -57 -0.35 731 7.82 0.1499
2013-11-14 2013-09-30 13F ABBVIE COM 00287Y109 32,688 1,459
2013-07-19 2013-06-30 13F ABBVIE COM 00287Y109 16,401 16,401 678 0.5369
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.