AbbVie Inc.
BG ˙ BUL ˙ US00287Y1091
SecurityBG:4AB / AbbVie Inc.
InstitutionGradient Investments LLC
Latest Disclosed Ownership73,927 shares
Latest Disclosed Value $ 16,078,467
Gradient Investments LLC reports 3.90% increase in ownership of 4AB / AbbVie Inc.

On April 13, 2026 - Gradient Investments LLC filed a 13F-HR form disclosing ownership of 73,927 shares of AbbVie Inc. (BG:4AB) valued at $16,078,467 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 8, 2026 disclosing 71,151 shares of AbbVie Inc.. This represents a change in shares of 3.90% 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)
2026-04-13 2026-03-31 13F ABBVIE COM 00287Y109 73,927 2,776 3.90 16,078 -1.10 0.2491
2026-01-08 2025-12-31 13F ABBVIE COM 00287Y109 71,151 -5,726 -7.45 16,257 -8.66 0.2581
2025-10-06 2025-09-30 13F ABBVIE COM 00287Y109 76,877 -6,933 -8.27 17,800 14.42 0.2972
2025-07-08 2025-06-30 13F ABBVIE COM 00287Y109 83,810 4,369 5.50 15,557 -6.54 0.2844
2025-04-09 2025-03-31 13F ABBVIE COM 00287Y109 79,441 -6,018 -7.04 16,644 9.60 0.3357
2025-01-21 2024-12-31 13F ABBVIE COM 00287Y109 85,459 7,894 10.18 15,186 -0.86 0.3075
2024-10-15 2024-09-30 13F ABBVIE COM 00287Y109 77,565 -17,642 -18.53 15,318 -6.20 0.3192
2024-07-18 2024-06-30 13F ABBVIE COM 00287Y109 95,207 1,320 1.41 16,330 -4.49 0.3667
2024-04-23 2024-03-31 13F ABBVIE COM 00287Y109 93,887 84,448 894.67 17,097 1,069.36 0.3965
2024-01-18 2023-12-31 13F ABBVIE COM 00287Y109 9,439 -94 -0.99 1,463 2.96 0.0354
2023-10-27 2023-09-30 13F ABBVIE COM 00287Y109 9,533 -1,909 -16.68 1,421 -7.85 0.0375
2023-07-11 2023-06-30 13F ABBVIE COM 00287Y109 11,442 -3,958 -25.70 1,542 -37.20 0.0397
2023-04-17 2023-03-31 13F ABBVIE COM 00287Y109 15,400 29 0.19 2,454 -1.21 0.0669
2023-01-10 2022-12-31 13F ABBVIE COM 00287Y109 15,371 11 0.07 2,484 20.47 0.0783
2022-10-14 2022-09-30 13F ABBVIE COM 00287Y109 15,360 196 1.29 2,062 -11.24 0.0631
2022-07-11 2022-06-30 13F ABBVIE COM 00287Y109 15,164 930 6.53 2,323 0.69 0.0678
2022-05-26 2022-03-31 13F ABBVIE COM 00287Y109 14,234 -303 -2.08 2,307 17.23 0.0593
2022-01-12 2021-12-31 13F ABBVIE COM 00287Y109 14,537 6,052 71.33 1,968 115.08 0.0499
2021-10-18 2021-09-30 13F ABBVIE COM 00287Y109 8,485 -99,303 -92.13 915 -92.46 0.0256
2021-07-12 2021-06-30 13F ABBVIE COM 00287Y109 107,788 3,043 2.91 12,141 7.10 0.3553
2021-04-21 2021-03-31 13F ABBVIE COM 00287Y109 104,745 -2 -0.00 11,336 23.55 0.3686
2021-01-08 2020-12-31 13F ABBVIE COM 00287Y109 104,747 -1,276 -1.20 9,175 -1.21 0.3894
2020-10-06 2020-09-30 13F ABBVIE COM 00287Y109 106,023 -2,530 -2.33 9,287 -12.86 0.3900
2020-07-10 2020-06-30 13F ABBVIE COM 00287Y109 108,553 -6,461 -5.62 10,658 21.63 0.4860
2020-04-07 2020-03-31 13F ABBVIE COM 00287Y109 115,014 -377 -0.33 8,763 -14.23 0.4722
2020-01-15 2019-12-31 13F ABBVIE COM 00287Y109 115,391 -17,286 -13.03 10,217 1.70 0.4550
2019-10-10 2019-09-30 13F ABBVIE COM 00287Y109 132,677 7,521 6.01 10,046 10.38 0.4921
2019-07-16 2019-06-30 13F ABBVIE COM 00287Y109 125,156 28,385 29.33 9,101 16.69 0.4672
2019-04-11 2019-03-31 13F ABBVIE COM 00287Y109 96,771 -4,608 -4.55 7,799 -16.55 0.5043
2019-01-18 2018-12-31 13F ABBVIE COM 00287Y109 101,379 590 0.59 9,346 -1.96 0.5608
2018-10-11 2018-09-30 13F ABBVIE COM 00287Y109 100,789 19,036 23.28 9,533 25.86 0.4889
2018-08-09 2018-06-30 13F ABBVIE COM 00287Y109 81,753 7,020 9.39 7,574 7.07 0.4045
2018-04-10 2018-03-31 13F ABBVIE COM 00287Y109 74,733 -10,241 -12.05 7,074 -13.92 0.3830
2018-02-07 2017-12-31 13F ABBVIE COM 00287Y109 84,974 -18,988 -18.26 8,218 -11.04 0.4748
2017-10-16 2017-09-30 13F ABBVIE COM 00287Y109 103,962 385 0.37 9,238 23.01 0.5902
2017-07-19 2017-06-30 13F ABBVIE COM 00287Y109 103,577 4,894 4.96 7,510 16.80 0.5269
2017-04-11 2017-03-31 13F ABBVIE COM 00287Y109 98,683 13,985 16.51 6,430 21.23 0.4919
2017-01-17 2016-12-31 13F ABBVIE COM 00287Y109 84,698 11,378 15.52 5,304 14.71 0.4647
2016-10-11 2016-09-30 13F ABBVIE COM 00287Y109 73,320 4,884 7.14 4,624 9.13 0.4543
2016-07-14 2016-06-30 13F ABBVIE COM 00287Y109 68,436 5,941 9.51 4,237 18.68 0.4587
2016-04-13 2016-03-31 13F ABBVIE COM 00287Y109 62,495 4,515 7.79 3,570 3.93 0.4406
2016-01-19 2015-12-31 13F ABBVIE COM 00287Y109 57,980 2,922 5.31 3,435 14.65 0.4580
2015-10-14 2015-09-30 13F ABBVIE COM 00287Y109 55,058 -4,597 -7.71 2,996 -25.25 0.4252
2015-08-25 2015-06-30 13F ABBVIE COM 00287Y109 59,655 -694 -1.15 4,008 13.44 0.5489
2015-04-10 2015-03-31 13F ABBVIE COM 00287Y109 60,349 11,321 23.09 3,533 10.13 0.5280
2015-01-15 2014-12-31 13F ABBVIE COM 00287Y109 49,028 -4,249 -7.98 3,208 4.26 0.5283
2014-10-14 2014-09-30 13F ABBVIE COM 00287Y109 53,277 10,208 23.70 3,077 38.98 0.5563
2014-04-11 2014-03-31 13F ABBVIE COM 00287Y109 43,069 4,343 11.21 2,214 8.26 0.5124
2014-01-13 2013-12-31 13F ABBVIE COM 00287Y109 38,726 4,876 14.40 2,045 35.07 0.5439
2013-10-15 2013-09-30 13F ABBVIE COM 00287Y109 33,850 5,804 20.69 1,514 30.63 0.4771
2013-07-19 2013-06-30 13F ABBVIE COM 00287Y109 28,046 28,046 1,159 0.4352
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.