AbbVie Inc.
BG ˙ BUL ˙ US00287Y1091
SecurityBG:4AB / AbbVie Inc.
InstitutionAvidian Wealth Solutions, LLC
Latest Disclosed Ownership33,518 shares
Latest Disclosed Value $ 7,289,922
Avidian Wealth Solutions, LLC reports 82.23% increase in ownership of 4AB / AbbVie Inc.

On May 7, 2026 - Avidian Wealth Solutions, LLC filed a 13F-HR form disclosing ownership of 33,518 shares of AbbVie Inc. (BG:4AB) valued at $7,289,922 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 2, 2026 disclosing 18,393 shares of AbbVie Inc.. This represents a change in shares of 82.23% 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 33,518 15,125 82.23 7,290 73.47 0.2306
2026-02-02 2025-12-31 13F ABBVIE COM 00287Y109 18,393 1,258 7.34 4,203 5.92 0.1529
2025-10-30 2025-09-30 13F ABBVIE COM 00287Y109 17,135 1,158 7.25 3,967 33.79 0.1494
2025-07-30 2025-06-30 13F ABBVIE COM 00287Y109 15,977 -1,030 -6.06 2,966 -16.78 0.1205
2025-04-25 2025-03-31 13F ABBVIE COM 00287Y109 17,007 709 4.35 3,563 23.03 0.1586
2025-01-29 2024-12-31 13F ABBVIE COM 00287Y109 16,298 276 1.72 2,896 -8.44 0.1301
2024-10-30 2024-09-30 13F ABBVIE COM 00287Y109 16,022 353 2.25 3,164 17.71 0.1436
2024-08-06 2024-06-30 13F ABBVIE COM 00287Y109 15,669 578 3.83 2,688 -2.22 0.1116
2024-05-03 2024-03-31 13F ABBVIE COM 00287Y109 15,091 734 5.11 2,748 23.56 0.1333
2024-02-06 2023-12-31 13F ABBVIE COM 00287Y109 14,357 564 4.09 2,225 8.22 0.1369
2023-10-13 2023-09-30 13F ABBVIE COM 00287Y109 13,793 -1,275 -8.46 2,056 1.23 0.1448
2023-08-03 2023-06-30 13F ABBVIE COM 00287Y109 15,068 -25,030 -62.42 2,030 -68.23 0.1329
2023-05-08 2023-03-31 13F ABBVIE COM 00287Y109 40,098 2,805 7.52 6,390 6.04 0.3506
2023-02-06 2022-12-31 13F ABBVIE COM 00287Y109 37,293 589 1.60 6,027 22.33 0.3925
2022-11-03 2022-09-30 13F ABBVIE COM 00287Y109 36,704 3,043 9.04 4,926 -4.46 0.3560
2022-07-29 2022-06-30 13F ABBVIE COM 00287Y109 33,661 -2,326 -6.46 5,156 -11.62 0.3649
2022-05-10 2022-03-31 13F ABBVIE COM 00287Y109 35,987 345 0.97 5,834 20.89 0.3574
2022-02-14 2021-12-31 13F ABBVIE COM 00287Y109 35,642 2,097 6.25 4,826 33.39 0.3004
2021-11-10 2021-09-30 13F ABBVIE COM 00287Y109 33,545 2,171 6.92 3,618 2.38 0.2756
2021-08-09 2021-06-30 13F ABBVIE COM 00287Y109 31,374 1,081 3.57 3,534 7.81 0.2711
2021-05-05 2021-03-31 13F ABBVIE COM 00287Y109 30,293 209 0.69 3,278 1.67 0.2793
2021-02-09 2020-12-31 13F ABBVIE COM 00287Y109 30,084 4,351 16.91 3,224 43.03 0.3057
2021-02-03 2020-09-30 13F/A-1 ABBVIE COM 00287Y109 25,733 3,786 17.25 2,254 4.59 0.2554
2020-11-06 2020-09-30 13F ABBVIE COM 00287Y109 25,733 3,786 2,254 522,080.7256
2020-08-10 2020-06-30 13F ABBVIE COM 00287Y109 21,947 2,193 11.10 2,155 43.19 0.2907
2020-04-22 2020-03-31 13F ABBVIE COM 00287Y109 19,754 7,934 67.12 1,505 43.74 0.2415
2020-02-13 2019-12-31 13F ABBVIE COM 00287Y109 11,820 149 1.28 1,047 18.44 0.1488
2019-11-14 2019-09-30 13F ABBVIE COM 00287Y109 11,671 36 0.31 884 4.49 0.1456
2019-08-14 2019-06-30 13F ABBVIE COM 00287Y109 11,635 923 8.62 846 -1.97 0.2000
2019-05-15 2019-03-31 13F ABBVIE COM 00287Y109 10,712 1,038 10.73 863 -3.25 0.1918
2019-02-14 2018-12-31 13F ABBVIE COM 00287Y109 9,674 6,017 164.53 892 157.80 0.3114
2018-11-14 2018-09-30 13F ABBVIE COM 00287Y109 3,657 -1,763 -32.53 346 -31.08 0.1083
2018-08-14 2018-06-30 13F ABBVIE COM 00287Y109 5,420 -400 -6.87 502 -8.89 0.1584
2018-05-15 2018-03-31 13F ABBVIE COM 00287Y109 5,820 0 0.00 551 -2.13 0.1847
2018-02-14 2017-12-31 13F ABBVIE COM 00287Y109 5,820 0 0.00 563 8.90 0.1506
2017-11-14 2017-09-30 13F ABBVIE COM 00287Y109 5,820 584 11.15 517 36.05 0.1970
2017-08-14 2017-06-30 13F ABBVIE COM 00287Y109 5,236 116 2.27 380 13.77 0.1580
2017-05-15 2017-03-31 13F ABBVIE COM 00287Y109 5,120 5,120 334 0.1280
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.