AbbVie Inc.
BG ˙ BUL ˙ US00287Y1091
SecurityBG:4AB / AbbVie Inc.
InstitutionPinnacle Wealth Planning Services, Inc.
Latest Disclosed Ownership13,717 shares
Latest Disclosed Value $ 2,983,313
Pinnacle Wealth Planning Services, Inc. reports 2.80% increase in ownership of 4AB / AbbVie Inc.

On May 11, 2026 - Pinnacle Wealth Planning Services, Inc. filed a 13F-HR form disclosing ownership of 13,717 shares of AbbVie Inc. (BG:4AB) valued at $2,983,313 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 13, 2026 disclosing 13,344 shares of AbbVie Inc.. This represents a change in shares of 2.80% 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)
2026-05-11 2026-03-31 13F ABBVIE COM 00287Y109 13,717 373 2.80 2,983 -2.13 0.3082
2026-02-13 2025-12-31 13F ABBVIE COM 00287Y109 13,344 -278 -2.04 3,049 -3.36 0.3183
2025-11-13 2025-09-30 13F ABBVIE COM 00287Y109 13,622 1,182 9.50 3,154 36.60 0.3696
2025-08-11 2025-06-30 13F ABBVIE COM 00287Y109 12,440 204 1.67 2,309 -9.91 0.3037
2025-05-15 2025-03-31 13F ABBVIE COM 00287Y109 12,236 148 1.22 2,564 19.32 0.3854
2025-02-27 2024-12-31 13F/A-1 ABBVIE COM 00287Y109 12,088 -2,985 -19.80 2,148 -27.82 0.3228
2025-02-06 2024-12-31 13F ABBVIE COM 00287Y109 12,088 -2,985 2,148 0.2999
2024-11-13 2024-09-30 13F ABBVIE INC COM Stock 00287Y109 15,073 126 0.84 2,977 16.11 0.4043
2024-08-09 2024-06-30 13F ABBVIE INC COM Stock 00287Y109 14,947 51 0.34 2,564 -5.49 0.3663
2024-05-10 2024-03-31 13F ABBVIE INC COM Stock 00287Y109 14,896 59 0.40 2,713 17.96 0.3974
2024-02-08 2023-12-31 13F ABBVIE INC COM Stock 00287Y109 14,837 -1,792 -10.78 2,299 -7.22 0.3612
2023-11-08 2023-09-30 13F ABBVIE INC COM Stock 00287Y109 16,629 305 1.87 2,479 12.69 0.4086
2023-08-07 2023-06-30 13F ABBVIE INC COM Stock 00287Y109 16,324 -716 -4.20 2,199 -19.01 0.3552
2023-05-03 2023-03-31 13F ABBVIE INC COM Stock 00287Y109 17,040 312 1.87 2,716 0.44 0.4513
2023-02-13 2022-12-31 13F ABBVIE INC COM Stock 00287Y109 16,728 2,123 14.54 2,703 37.91 0.4803
2022-11-09 2022-09-30 13F ABBVIE INC COM Stock 00287Y109 14,605 -1,282 -8.07 1,960 -19.44 0.3623
2022-08-03 2022-06-30 13F ABBVIE INC COM Stock 00287Y109 15,887 194 1.24 2,433 -4.36 0.4371
2022-04-20 2022-03-31 13F ABBVIE INC COM Stock 00287Y109 15,693 1,098 7.52 2,544 28.74 0.4635
2022-01-21 2021-12-31 13F ABBVIE INC COM Stock 00287Y109 14,595 1,028 7.58 1,976 35.06 0.3860
2021-10-29 2021-09-30 13F ABBVIE INC COM Stock 00287Y109 13,567 28 0.21 1,463 -4.07 0.3234
2021-08-02 2021-06-30 13F ABBVIE INC COM Stock 00287Y109 13,539 46 0.34 1,525 4.45 0.3547
2021-04-29 2021-03-31 13F ABBVIE INC COM Stock 00287Y109 13,493 738 5.79 1,460 6.88 0.3744
2021-02-12 2020-12-31 13F ABBVIE INC COM Stock 00287Y109 12,755 161 1.28 1,366 23.84 0.3264
2020-11-03 2020-09-30 13F ABBVIE INC COM Stock 00287Y109 12,594 45 0.36 1,103 -10.54 0.3642
2020-07-27 2020-06-30 13F ABBVIE INC COM Stock 00287Y109 12,549 3 0.02 1,233 29.11 0.4005
2020-05-11 2020-03-31 13F ABBVIE INC COM Stock 00287Y109 12,546 140 1.13 955 -13.02 0.4535
2020-02-07 2019-12-31 13F ABBVIE INC COM Stock 00287Y109 12,406 6,434 107.74 1,098 142.92 0.5165
2019-10-31 2019-09-30 13F ABBVIE INC COM Stock 00287Y109 5,972 1,602 36.66 452 42.59 0.2461
2019-08-06 2019-06-30 13F ABBVIE INC COM Stock 00287Y109 4,370 464 11.88 317 0.63 0.1913
2019-05-08 2019-03-31 13F ABBVIE INC COM Stock 00287Y109 3,906 -332 -7.83 315 -19.23 0.2114
2019-03-01 2018-12-31 13F ABBVIE INC COM Stock 00287Y109 4,238 -416 -8.94 390 -11.36 0.2496
2019-02-28 2018-09-30 13F ABBVIE INC COM Stock 00287Y109 4,654 280 6.40 440 8.64 0.4023
2019-02-28 2018-06-30 13F ABBVIE INC COM Stock 00287Y109 4,374 -126 -2.80 405 -4.93 0.3934
2019-02-28 2018-03-31 13F ABBVIE INC COM Stock 00287Y109 4,500 2,468 121.46 426 117.35 0.4382
2018-02-12 2017-12-31 13F ABBVIE INC COM Stock 00287Y109 2,032 2,032 196 0.3993
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.