AbbVie Inc.
BG ˙ BUL ˙ US00287Y1091
SecurityBG:4AB / AbbVie Inc.
InstitutionIbex Wealth Advisors
Latest Disclosed Ownership82,939 shares
Latest Disclosed Value $ 18,038,375
Ibex Wealth Advisors reports 39.75% increase in ownership of 4AB / AbbVie Inc.

On April 30, 2026 - Ibex Wealth Advisors filed a 13F-HR form disclosing ownership of 82,939 shares of AbbVie Inc. (BG:4AB) valued at $18,038,375 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 17, 2026 disclosing 59,348 shares of AbbVie Inc.. This represents a change in shares of 39.75% 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)
2026-04-30 2026-03-31 13F ABBVIE Common Stock 00287Y109 82,939 23,591 39.75 18,038 33.02 1.6796
2026-02-17 2025-12-31 13F ABBVIE Common Stock 00287Y109 59,348 451 0.77 13,560 -0.56 1.3280
2025-11-12 2025-09-30 13F ABBVIE Common Stock 00287Y109 58,897 471 0.81 13,637 25.74 1.3062
2025-08-07 2025-06-30 13F ABBVIE Common Stock 00287Y109 58,426 1,610 2.83 10,845 -8.90 1.1572
2025-04-15 2025-03-31 13F ABBVIE Common Stock 00287Y109 56,816 1,272 2.29 11,904 20.61 1.5745
2025-01-23 2024-12-31 13F ABBVIE Common Stock 00287Y109 55,544 -143 -0.26 9,870 -10.25 1.1623
2024-11-04 2024-09-30 13F ABBVIE COM 00287Y109 55,687 3,131 5.96 10,997 22.00 3.0103
2024-08-06 2024-06-30 13F ABBVIE COM 00287Y109 52,556 1,969 3.89 9,014 112,575.00 1.4065
2024-04-18 2024-03-31 13F ABBVIE COM 00287Y109 50,587 50,538 103,138.78 8 14.29 2.2160
2024-01-29 2023-12-31 13F ABBVIE COM 00287Y109 49 -50,121 -99.90 8 0.00 1.6642
2023-11-07 2023-09-30 13F ABBVIE COM 00287Y109 50,170 -4,806 -8.74 7 -12.50 1.9034
2023-05-15 2023-03-31 13F ABBVIE Common Stock 00287Y109 54,976 4,389 8.68 9 0.00 2.2722
2023-02-06 2022-12-31 13F ABBVIE Common Stock 00287Y109 50,587 -13,351 -20.88 8 -99.91 1.8469
2022-10-31 2022-09-30 13F ABBVIE Common Stock 00287Y109 63,938 13,392 26.49 8,581 10.84 2.2304
2022-08-16 2022-06-30 13F ABBVIE Common Stock 00287Y109 50,546 811 1.63 7,742 -3.98 1.7829
2022-05-16 2022-03-31 13F ABBVIE Common Stock 00287Y109 49,735 4,681 10.39 8,063 32.18 1.5439
2022-02-22 2021-12-31 13F ABBVIE Common Stock 00287Y109 45,054 4,822 11.99 6,100 40.55 1.0799
2021-11-12 2021-09-30 13F ABBVIE Common Stock 00287Y109 40,232 3,072 8.27 4,340 3.68 0.8357
2021-08-20 2021-06-30 13F ABBVIE Common Stock 00287Y109 37,160 37,160 4,186 0.8369
2021-01-22 2020-12-31 13F ABBVIE Common Stock 00287Y109 0 -30,319 -100.00 0 -100.00
2020-10-23 2020-09-30 13F ABBVIE Common Stock 00287Y109 30,319 1,309 4.51 2,656 -6.74 0.7709
2020-08-14 2020-06-30 13F ABBVIE Common Stock 00287Y109 29,010 29,010 -4.32 2,848 7.23 0.9152
2019-07-30 2019-06-30 13F ABBVIE Common Stock 00287Y109 0 -29,038 -100.00 0 -100.00
2019-05-01 2019-03-31 13F ABBVIE Common Stock 00287Y109 29,038 17,743 157.09 2,340 124.78 0.8202
2019-02-01 2018-12-31 13F ABBVIE Common Stock 00287Y109 11,295 11,295 -61.10 1,041 -55.51 0.4754
2018-06-13 2018-03-31 13F ABBVIE COM 00287Y109 0 -16,767 -100.00 0 -100.00
2018-02-12 2017-12-31 13F ABBVIE COM 00287Y109 16,767 2,246 15.47 1,668 26.56 0.7384
2017-11-13 2017-09-30 13F ABBVIE Common Stock 00287Y109 14,521 853 6.24 1,318 34.35 0.4883
2017-08-14 2017-06-30 13F/A-1 ABBVIE Common Stock 00287Y109 13,668 -98 -0.71 981 9.73 0.3861
2017-08-10 2017-06-30 13F ABBVIE Common Stock 00287Y109 77,000 -13,689 982
2017-05-24 2017-03-31 13F ABBVIE Common Stock 00287Y109 13,766 -21,540 -61.01 894 -58.59 0.5513
2017-03-24 2016-12-31 13F ABBVIE Common Stock 00287Y109 35,306 -50,243,694 -99.93 2,159 -99.93 1.0337
2016-11-07 2016-09-30 13F ABBVIE COM 00287Y109 50,279,000 50,279,000 3,172,000 1.7379
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.