AbbVie Inc.
BG ˙ BUL ˙ US00287Y1091
SecurityBG:4AB / AbbVie Inc.
InstitutionFulcrum Equity Management
Latest Disclosed Ownership1,355 shares
Latest Disclosed Value $ 294,648
Fulcrum Equity Management reports 3.36% increase in ownership of 4AB / AbbVie Inc.

On April 2, 2026 - Fulcrum Equity Management filed a 13F-HR form disclosing ownership of 1,355 shares of AbbVie Inc. (BG:4AB) valued at $294,648 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 6, 2026 disclosing 1,311 shares of AbbVie Inc.. This represents a change in shares of 3.36% 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)
2026-04-02 2026-03-31 13F ABBVIE COM 00287Y109 1,355 44 3.36 295 -1.67 0.2847
2026-01-06 2025-12-31 13F ABBVIE COM 00287Y109 1,311 -629 -32.42 300 -33.41 0.2867
2026-01-06 2025-09-30 13F ABBVIE COM 00287Y109 1,940 -1,503 -43.65 449 -29.73 0.4550
2025-08-25 2025-06-30 13F ABBVIE COM 00287Y109 3,443 44 1.29 639 -10.25 0.6563
2025-05-01 2025-03-31 13F ABBVIE COM 00287Y109 3,399 -272 -7.41 712 9.20 0.7779
2025-03-24 2024-12-31 13F ABBVIE COM 00287Y109 3,671 -3,534 -49.05 652 -54.15 0.6453
2024-11-22 2024-09-30 13F/A-1 ABBVIE COM 00287Y109 7,205 -862 -10.69 1,423 2.82 1.2018
2024-11-22 2024-09-30 13F ABBVIE COM 00287Y109 7,205 1,423
2024-07-22 2024-06-30 13F ABBVIE COM 00287Y109 8,067 1,295 19.12 1,384 12.17 1.2418
2024-04-24 2024-03-31 13F ABBVIE COM 00287Y109 6,772 1,860 37.87 1,233 62.02 1.4545
2024-01-19 2023-12-31 13F/A-1 ABBVIE COM 00287Y109 4,912 124 2.59 761 6.73 0.9407
2024-01-19 2023-12-31 13F ABBVIE COM 00287Y109 4,912 124 761 0.9407
2023-11-13 2023-09-30 13F ABBVIE COM 00287Y109 4,788 1,620 51.14 714 67.37 0.8362
2023-07-07 2023-06-30 13F/A-1 ABBVIE COM 00287Y109 3,168 45 1.44 427 -14.29 0.4950
2023-07-07 2023-06-30 13F ABBVIE COM 00287Y109 3,168 45 427 0.4950
2023-04-06 2023-03-31 13F/A-1 ABBVIE COM 00287Y109 3,123 1,547 98.16 498 95.67 0.4673
2023-04-06 2023-03-31 13F ABBVIE COM 00287Y109 3,123 1,547 498 0.4673
2023-07-10 2022-12-31 13F/A-1 ABBVIE COM 00287Y109 1,576 1,576 255 0.2086
2023-01-10 2022-12-31 13F ABBVIE COM 00287Y109 1,576 1,576 255 0.0002
2022-04-15 2022-03-31 13F ABBVIE COM 00287Y109 0 -2,352 -100.00 0 -100.00
2022-01-25 2021-12-31 13F ABBVIE COM 00287Y109 2,352 -53 -2.20 318 22.78 0.1190
2022-01-25 2021-09-30 13F ABBVIE COM 00287Y109 2,405 20 0.84 259 -3.72 0.1004
2021-07-15 2021-06-30 13F ABBVIE COM 00287Y109 2,385 191 8.71 269 13.50 0.1004
2021-04-05 2021-03-31 13F ABBVIE COM 00287Y109 2,194 163 8.03 237 8.72 0.0937
2021-02-22 2020-12-31 13F ABBVIE COM 00287Y109 2,031 2,031 218 0.0869
2020-10-27 2020-09-30 13F ABBVIE COM 00287Y109 0 -3,991 -100.00 0 -100.00
2020-08-17 2020-06-30 13F ABBVIE COM 00287Y109 3,991 731 22.42 392 58.06 0.1855
2020-04-01 2020-03-31 13F ABBVIE COM 00287Y109 3,260 -1,623 -33.24 248 -42.59 0.1770
2020-02-12 2019-12-31 13F ABBVIE COM 00287Y109 4,883 -236 -4.61 432 11.34 0.2259
2019-11-05 2019-09-30 13F ABBVIE COM 00287Y109 5,119 192 3.90 388 20.12 0.1966
2019-08-12 2019-06-30 13F ABBVIE COM 00287Y109 4,927 1,354 37.90 323 12.15 0.1540
2019-05-03 2019-03-31 13F ABBVIE COM 00287Y109 3,573 32 0.90 288 -11.66 0.0989
2019-03-05 2018-12-31 13F ABBVIE COM 00287Y109 3,541 3,541 326 0.1196
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.