AbbVie Inc.
BG ˙ BUL ˙ US00287Y1091
SecurityBG:4AB / AbbVie Inc.
InstitutionEvergreen Wealth Solutions, LLC
Latest Disclosed Ownership20,274 shares
Latest Disclosed Value $ 4,409,309
Evergreen Wealth Solutions, LLC reports 101.45% increase in ownership of 4AB / AbbVie Inc.

On May 15, 2026 - Evergreen Wealth Solutions, LLC filed a 13F-HR form disclosing ownership of 20,274 shares of AbbVie Inc. (BG:4AB) valued at $4,409,309 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 17, 2026 disclosing 10,064 shares of AbbVie Inc.. This represents a change in shares of 101.45% 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)
2026-05-15 2026-03-31 13F ABBVIE COM 00287Y109 20,274 10,210 101.45 4,409 91.78 0.3119
2026-02-17 2025-12-31 13F ABBVIE COM 00287Y109 10,064 6,439 177.63 2,299 174.02 0.3208
2025-11-14 2025-09-30 13F ABBVIE COM 00287Y109 3,625 -422 -10.43 839 11.72 0.4732
2025-08-14 2025-06-30 13F ABBVIE COM 00287Y109 4,047 416 11.46 751 -1.18 0.4522
2025-05-14 2025-03-31 13F ABBVIE COM 00287Y109 3,631 -232 -6.01 761 10.79 0.5131
2025-02-14 2024-12-31 13F ABBVIE COM 00287Y109 3,863 73 1.93 687 -8.29 0.4785
2024-11-14 2024-09-30 13F ABBVIE COM 00287Y109 3,790 -994 -20.78 749 -8.78 0.5083
2024-08-14 2024-06-30 13F ABBVIE COM 00287Y109 4,784 4,784 821 0.5822
2022-11-14 2022-09-30 13F ABBVIE COM 00287Y109 0 -1,309 -100.00 0 -100.00
2022-08-15 2022-06-30 13F ABBVIE COM 00287Y109 1,309 1,309 200 0.2454
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.