AbbVie Inc.
BG ˙ BUL ˙ US00287Y1091
SecurityBG:4AB / AbbVie Inc.
InstitutionMBM Wealth Consultants, LLC
Latest Disclosed Ownership11,689 shares
Latest Disclosed Value $ 2,542,249
MBM Wealth Consultants, LLC reports 2.36% increase in ownership of 4AB / AbbVie Inc.

On April 20, 2026 - MBM Wealth Consultants, LLC filed a 13F-HR form disclosing ownership of 11,689 shares of AbbVie Inc. (BG:4AB) valued at $2,542,249 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 26, 2026 disclosing 11,419 shares of AbbVie Inc.. This represents a change in shares of 2.36% 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)
2026-04-20 2026-03-31 13F ABBVIE COM 00287Y109 11,689 270 2.36 2,542 -2.57 0.5836
2026-01-26 2025-12-31 13F ABBVIE COM 00287Y109 11,419 -256 -2.19 2,609 -3.48 0.6204
2025-10-31 2025-09-30 13F ABBVIE COM 00287Y109 11,675 -14 -0.12 2,703 24.62 0.6712
2025-08-13 2025-06-30 13F ABBVIE COM 00287Y109 11,689 97 0.84 2,170 -10.67 0.5809
2025-04-28 2025-03-31 13F ABBVIE COM 00287Y109 11,592 246 2.17 2,429 19.31 0.7176
2025-01-17 2024-12-31 13F ABBVIE COM 00287Y109 11,346 83 0.74 2,036 -8.50 0.6060
2024-10-07 2024-09-30 13F ABBVIE COM 00287Y109 11,263 -133 -1.17 2,224 16.20 0.7015
2024-07-30 2024-06-30 13F ABBVIE COM 00287Y109 11,396 163 1.45 1,915 -6.41 0.6534
2024-04-18 2024-03-31 13F ABBVIE COM 00287Y109 11,233 -68 -0.60 2,045 10.42 0.7194
2024-01-30 2023-12-31 13F ABBVIE COM 00287Y109 11,301 -165 -1.44 1,852 9.20 0.6918
2023-10-19 2023-09-30 13F ABBVIE COM 00287Y109 11,466 108 0.95 1,696 10.63 0.7375
2023-07-24 2023-06-30 13F ABBVIE COM 00287Y109 11,358 737 6.94 1,533 153,200.00 0.6564
2023-05-31 2023-03-31 13F ABBVIE COM 00287Y109 10,621 0 0.00 2 0.00 0.7214
2023-02-15 2022-12-31 13F ABBVIE STOCK 00287Y109 10,621 94 0.89 2 -99.93 0.7982
2022-10-24 2022-09-30 13F ABBVIE STOCK 00287Y109 10,527 472 4.69 1,456 -5.45 0.7020
2022-08-15 2022-06-30 13F ABBVIE STOCK 00287Y109 10,055 -297 -2.87 1,540 -8.22 0.7529
2022-05-16 2022-03-31 13F ABBVIE STOCK 00287Y109 10,352 20 0.19 1,678 19.94 0.6970
2022-02-15 2021-12-31 13F ABBVIE STOCK 00287Y109 10,332 18 0.17 1,399 25.70 0.5805
2021-11-16 2021-09-30 13F ABBVIE STOCK 00287Y109 10,314 -14 -0.14 1,113 -4.38 0.5081
2021-08-13 2021-06-30 13F ABBVIE STOCK 00287Y109 10,328 -34 -0.33 1,164 3.93 0.5461
2021-05-10 2021-03-31 13F ABBVIE STOCK 00287Y109 10,362 -488 -4.50 1,120 -3.70 0.5688
2021-02-09 2020-12-31 13F ABBVIE STOCK 00287Y109 10,850 -37 -0.34 1,163 22.04 0.6333
2020-11-12 2020-09-30 13F ABBVIE STOCK 00287Y109 10,887 -127 -1.15 953 -11.84 0.6087
2020-08-07 2020-06-30 13F ABBVIE STOCK 00287Y109 11,014 -4,787 -30.30 1,081 -13.31 0.7623
2020-05-13 2020-03-31 13F ABBVIE STOCK 00287Y109 15,801 -157 -0.98 1,247 -11.75 1.0321
2020-02-11 2019-12-31 13F ABBVIE STOCK 00287Y109 15,958 -1,326 -7.67 1,413 7.94 1.0474
2019-10-30 2019-09-30 13F ABBVIE STOCK 00287Y109 17,284 194 1.14 1,309 3.81 1.0284
2019-07-30 2019-06-30 13F ABBVIE STOCK 00287Y109 17,090 414 2.48 1,261 -6.18 1.0481
2019-04-25 2019-03-31 13F ABBVIE STOCK 00287Y109 16,676 342 2.09 1,344 -10.76 1.1785
2019-02-13 2018-12-31 13F ABBVIE STOCK 00287Y109 16,334 16,334 1,506 1.4685
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.