AbbVie Inc.
BG ˙ BUL ˙ US00287Y1091
SecurityBG:4AB / AbbVie Inc.
InstitutionPaulson Wealth Management Inc.
Latest Disclosed Ownership4,941 shares
Latest Disclosed Value $ 1,074,618
Paulson Wealth Management Inc. reports 3.65% decrease in ownership of 4AB / AbbVie Inc.

On May 8, 2026 - Paulson Wealth Management Inc. filed a 13F-HR form disclosing ownership of 4,941 shares of AbbVie Inc. (BG:4AB) valued at $1,074,618 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 5, 2026 disclosing 5,128 shares of AbbVie Inc.. This represents a change in shares of -3.65% 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.

Upgrade to unlock premium data and export to Excel .

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)
2026-05-08 2026-03-31 13F ABBVIE COM 00287Y109 4,941 -187 -3.65 1,075 -8.28 0.2518
2026-02-05 2025-12-31 13F ABBVIE COM 00287Y109 5,128 -401 -7.25 1,172 -8.52 0.2706
2025-11-03 2025-09-30 13F ABBVIE COM 00287Y109 5,529 -355 -6.03 1,280 17.22 0.3026
2025-08-06 2025-06-30 13F ABBVIE COM 00287Y109 5,884 -4 -0.07 1,092 -11.44 0.2828
2025-05-12 2025-03-31 13F ABBVIE COM 00287Y109 5,888 -200 -3.29 1,234 14.06 0.3473
2025-02-13 2024-12-31 13F ABBVIE COM 00287Y109 6,088 -306 -4.79 1,082 -14.34 0.2952
2024-11-05 2024-09-30 13F ABBVIE COM 00287Y109 6,394 -700 -9.87 1,263 3.78 0.3378
2024-07-25 2024-06-30 13F ABBVIE COM 00287Y109 7,094 -232 -3.17 1,217 -8.85 0.3551
2024-05-03 2024-03-31 13F ABBVIE COM 00287Y109 7,326 -72 -0.97 1,334 16.40 0.3923
2024-02-13 2023-12-31 13F ABBVIE COM 00287Y109 7,398 -1,108 -13.03 1,146 -9.55 0.3674
2023-11-01 2023-09-30 13F ABBVIE COM 00287Y109 8,506 944 12.48 1,268 24.46 0.4433
2023-08-01 2023-06-30 13F ABBVIE COM 00287Y109 7,562 1,036 15.87 1,019 -2.12 0.3479
2023-05-09 2023-03-31 13F ABBVIE COM 00287Y109 6,526 107 1.67 1,040 0.29 0.4624
2023-01-26 2022-12-31 13F ABBVIE COM 00287Y109 6,419 -39 -0.60 1,037 19.61 0.5063
2022-11-03 2022-09-30 13F ABBVIE COM 00287Y109 6,458 6,458 867 0.4669
2022-01-28 2021-12-31 13F ABBVIE COM 00287Y109 0 -6,768 -100.00 0 -100.00
2021-10-22 2021-09-30 13F ABBVIE COM 00287Y109 6,768 14 0.21 730 -4.07 0.3468
2021-07-26 2021-06-30 13F ABBVIE COM 00287Y109 6,754 193 2.94 761 8.56 0.3682
2021-04-30 2021-03-31 13F ABBVIE COM 00287Y109 6,561 137 2.13 701 1.89 0.3483
2021-02-05 2020-12-31 13F ABBVIE COM 00287Y109 6,424 444 7.42 688 31.30 0.4008
2020-10-14 2020-09-30 13F ABBVIE COM 00287Y109 5,980 437 7.88 524 -3.68 0.3384
2020-07-17 2020-06-30 13F ABBVIE COM 00287Y109 5,543 204 3.82 544 24.49 0.3810
2020-04-29 2020-03-31 13F ABBVIE COM 00287Y109 5,339 301 5.97 437 -1.35 0.3350
2020-01-21 2019-12-31 13F ABBVIE COM 00287Y109 5,038 125 2.54 443 19.09 0.3130
2019-10-30 2019-09-30 13F ABBVIE COM 00287Y109 4,913 -173 -3.40 372 8.14 0.2802
2019-07-30 2019-06-30 13F ABBVIE COM 00287Y109 5,086 97 1.94 344 -14.43 0.2564
2019-04-24 2019-03-31 13F ABBVIE COM 00287Y109 4,989 -85 -1.68 402 -10.67 0.3049
2019-01-23 2018-12-31 13F ABBVIE COM 00287Y109 5,074 -2,750 -35.15 450 -30.66 0.3714
2018-10-26 2018-09-30 13F ABBVIE COM 00287Y109 7,824 -339 -4.15 649 -14.15 0.5822
2018-08-01 2018-06-30 13F ABBVIE COM 00287Y109 8,163 -129 -1.56 756 -3.69 0.7465
2018-05-02 2018-03-31 13F ABBVIE COM 00287Y109 8,292 -937 -10.15 785 -12.09 0.7813
2018-02-28 2017-12-31 13F ABBVIE COM 00287Y109 9,229 9,229 893 0.7839
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.