AbbVie Inc.
BG ˙ BUL ˙ US00287Y1091
SecurityBG:4AB / AbbVie Inc.
InstitutionPuzo Michael J
Latest Disclosed Ownership9,422 shares
Latest Disclosed Value $ 2,049,189
Puzo Michael J ownership in 4AB / AbbVie Inc.

On May 7, 2026 - Puzo Michael J filed a 13F-HR form disclosing ownership of 9,422 shares of AbbVie Inc. (BG:4AB) valued at $2,049,189 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 14, 2026 disclosing 9,422 shares of AbbVie Inc.. This represents a change in shares of 0.00% 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)
2026-05-07 2026-03-31 13F ABBVIE COM 00287Y109 9,422 0 0.00 2,049 -4.79 0.0901
2026-02-14 2025-12-31 13F ABBVIE COM 00287Y109 9,422 0 0.00 2,153 -1.33 0.5861
2025-11-10 2025-09-30 13F ABBVIE COM 00287Y109 9,422 -25 -0.26 2,182 24.42 0.5951
2025-07-23 2025-06-30 13F ABBVIE COM 00287Y109 9,447 -540 -5.41 1,754 -16.20 0.4996
2025-04-21 2025-03-31 13F ABBVIE COM 00287Y109 9,987 -250 -2.44 2,092 15.01 0.5996
2025-02-13 2024-12-31 13F ABBVIE COM 00287Y109 10,237 -410 -3.85 1,819 -13.46 0.5086
2024-11-12 2024-09-30 13F ABBVIE COM 00287Y109 10,647 -117 -1.09 2,103 13.87 0.5496
2024-08-12 2024-06-30 13F ABBVIE COM 00287Y109 10,764 -305 -2.76 1,846 -8.39 0.5124
2024-05-13 2024-03-31 13F ABBVIE COM 00287Y109 11,069 -55 -0.49 2,016 16.95 0.5587
2024-02-14 2023-12-31 13F ABBVIE COM 00287Y109 11,124 0 0.00 1,724 3.92 0.5475
2023-11-14 2023-09-30 13F ABBVIE COM 00287Y109 11,124 -685 -5.80 1,658 4.21 0.5624
2023-08-11 2023-06-30 13F ABBVIE COM 00287Y109 11,809 -453 -3.69 1,591 -18.58 0.5036
2023-05-11 2023-03-31 13F ABBVIE COM 00287Y109 12,262 -136 -1.10 1,954 -2.45 0.6519
2023-02-09 2022-12-31 13F ABBVIE COM 00287Y109 12,398 -50 -0.40 2,004 19.94 0.7235
2022-11-08 2022-09-30 13F ABBVIE COM 00287Y109 12,448 -260 -2.05 1,670 -14.18 0.6348
2022-07-19 2022-06-30 13F ABBVIE COM 00287Y109 12,708 -460 -3.49 1,946 -8.81 0.6910
2022-05-17 2022-03-31 13F ABBVIE COM 00287Y109 13,168 -935 -6.63 2,134 11.73 0.6422
2022-02-08 2021-12-31 13F ABBVIE COM 00287Y109 14,103 1,143 8.82 1,910 36.53 0.5394
2021-11-10 2021-09-30 13F ABBVIE COM 00287Y109 12,960 -215 -1.63 1,399 -5.73 0.4434
2021-08-09 2021-06-30 13F ABBVIE COM 00287Y109 13,175 -3,000 -18.55 1,484 -15.20 0.4611
2021-05-17 2021-03-31 13F ABBVIE COM 00287Y109 16,175 225 1.41 1,750 2.40 0.5571
2021-02-16 2020-12-31 13F ABBVIE COM 00287Y109 15,950 -50 -0.31 1,709 21.81 0.5580
2020-10-28 2020-09-30 13F ABBVIE COM 00287Y109 16,000 0 0.00 1,403 -10.75 0.4993
2020-07-28 2020-06-30 13F ABBVIE COM 00287Y109 16,000 0 0.00 1,572 28.96 0.5881
2020-05-07 2020-03-31 13F ABBVIE COM 00287Y109 16,000 0 0.00 1,219 -14.03 0.5364
2020-01-15 2019-12-31 13F ABBVIE COM 00287Y109 16,000 -576 -3.47 1,418 12.99 0.5074
2019-11-06 2019-09-30 13F ABBVIE COM 00287Y109 16,576 0 0.00 1,255 4.06 0.4727
2019-07-24 2019-06-30 13F ABBVIE COM 00287Y109 16,576 -250 -1.49 1,206 -11.13 0.4479
2019-05-01 2019-03-31 13F ABBVIE COM 00287Y109 16,826 -200 -1.17 1,357 -13.51 0.5290
2019-01-24 2018-12-31 13F ABBVIE COM 00287Y109 17,026 -150 -0.87 1,569 -3.45 0.6970
2018-10-15 2018-09-30 13F ABBVIE COM 00287Y109 17,176 -500 -2.83 1,625 -0.79 0.6131
2018-07-30 2018-06-30 13F ABBVIE COM 00287Y109 17,676 -900 -4.84 1,638 -6.88 0.6935
2018-04-24 2018-03-31 13F ABBVIE COM 00287Y109 18,576 -550 -2.88 1,759 -4.87 0.7493
2018-02-02 2017-12-31 13F ABBVIE COM 00287Y109 19,126 1,900 11.03 1,849 20.77 0.7620
2017-10-26 2017-09-30 13F ABBVIE COM 00287Y109 17,226 -100 -0.58 1,531 21.80 0.7967
2017-07-25 2017-06-30 13F ABBVIE COM 00287Y109 17,326 0 0.00 1,257 11.34 0.6784
2017-05-16 2017-03-31 13F ABBVIE COM 00287Y109 17,326 0 0.00 1,129 4.06 0.6271
2017-02-14 2016-12-31 13F ABBVIE Common Stock 00287Y109 17,326 0 0.00 1,085 -0.73 0.6277
2016-11-16 2016-09-30 13F ABBVIE Common Stock 00287Y109 17,326 0 0.00 1,093 1.96 0.6303
2016-08-08 2016-06-30 13F ABBVIE Common Stock 00287Y109 17,326 -25 -0.14 1,072 8.06 0.7071
2016-05-27 2016-03-31 13F ABBVIE Common Stock 00287Y109 17,351 3,400 24.37 992 20.24 0.6581
2016-02-12 2015-12-31 13F ABBVIE Common Stock 00287Y109 13,951 904 6.93 825 16.36 0.5762
2015-11-13 2015-09-30 13F ABBVIE Common Stock 00287Y109 13,047 305 2.39 709 -17.17 0.5037
2015-08-10 2015-06-30 13F ABBVIE Common Stock 00287Y109 12,742 281 2.26 856 17.26 0.5515
2015-05-22 2015-03-31 13F ABBVIE Common Stock 00287Y109 12,461 0 0.00 730 -10.32 0.4663
2015-02-13 2014-12-31 13F ABBVIE Common Stock 00287Y109 12,461 160 1.30 814 14.49 0.5343
2014-11-24 2014-09-30 13F ABBVIE Common Stock 00287Y109 12,301 0 0.00 711 2.45 0.4879
2014-07-24 2014-06-30 13F ABBVIE Common Stock 00287Y109 12,301 0 0.00 694 9.81 0.4815
2014-05-30 2014-03-31 13F ABBVIE Common Stock 00287Y109 12,301 0 0.00 632 -2.77 0.4549
2014-05-28 2013-12-31 13F ABBVIE Common Stock 00287Y109 12,301 0 0.00 650 17.97 0.4741
2013-11-18 2013-09-30 13F ABBVIE Common Stock 00287Y109 12,301 0 0.00 551 8.68 0.4607
2013-08-19 2013-06-30 13F ABBVIE Common Stock 00287Y109 12,301 -200 -1.60 507 -0.39 0.4451
2013-08-16 2013-03-31 13F ABBVIE Common Stock 00287Y109 12,501 12,501 509 0.4437
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.