AbbVie Inc.
BG ˙ BUL ˙ US00287Y1091
SecurityBG:4AB / AbbVie Inc.
InstitutionWinch Advisory Services, LLC
Latest Disclosed Ownership687 shares
Latest Disclosed Value $ 149,448
Winch Advisory Services, LLC reports 2.28% decrease in ownership of 4AB / AbbVie Inc.

On April 30, 2026 - Winch Advisory Services, LLC filed a 13F-HR form disclosing ownership of 687 shares of AbbVie Inc. (BG:4AB) valued at $149,448 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 3, 2026 disclosing 703 shares of AbbVie Inc.. This represents a change in shares of -2.28% 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)
2026-04-30 2026-03-31 13F ABBVIE COM 00287Y109 687 -16 -2.28 149 -6.87 0.0341
2026-02-03 2025-12-31 13F ABBVIE COM 00287Y109 703 4 0.57 161 -0.62 0.0355
2025-11-12 2025-09-30 13F ABBVIE COM 00287Y109 699 5 0.72 162 25.78 0.0364
2025-08-07 2025-06-30 13F ABBVIE COM 00287Y109 694 6 0.87 129 -11.11 0.0314
2025-05-06 2025-03-31 13F ABBVIE COM 00287Y109 688 -20 -2.82 144 15.20 0.0381
2025-01-14 2024-12-31 13F ABBVIE COM 00287Y109 708 -89 -11.17 126 -20.38 0.0327
2024-10-21 2024-09-30 13F ABBVIE COM 00287Y109 797 105 15.17 157 33.05 0.0435
2024-07-31 2024-06-30 13F ABBVIE COM 00287Y109 692 6 0.87 119 -4.84 0.0339
2024-05-14 2024-03-31 13F ABBVIE COM 00287Y109 686 5 0.73 125 18.10 0.0382
2024-01-18 2023-12-31 13F ABBVIE COM 00287Y109 681 6 0.89 106 0.0350
2023-11-06 2023-09-30 13F ABBVIE COM 00287Y109 675 -41 -5.73 0 0.0370
2023-08-08 2023-06-30 13F ABBVIE COM 00287Y109 716 6 0.85 0 0.0348
2023-05-10 2023-03-31 13F ABBVIE COM 00287Y109 710 -36 -4.83 0 0.0438
2023-01-26 2022-12-31 13F ABBVIE COM 00287Y109 746 -25 -3.24 0 -100.00 0.0516
2022-10-31 2022-09-30 13F ABBVIE COM 00287Y109 771 7 0.92 103 -11.97 0.0442
2022-08-12 2022-06-30 13F ABBVIE COM 00287Y109 764 -7 -0.91 117 -6.40 0.0477
2022-04-26 2022-03-31 13F ABBVIE INC COM COM 00287Y109 771 -5 -0.64 125 19.05 0.0435
2022-02-04 2021-12-31 13F ABBVIE INC COM COM 00287Y109 776 411 112.60 105 169.23 0.0347
2021-11-10 2021-09-30 13F ABBVIE INC COM COM 00287Y109 365 3 0.83 39 -4.88 0.0136
2021-08-05 2021-06-30 13F ABBVIE INC COM COM 00287Y109 362 53 17.15 41 24.24 0.0147
2021-05-03 2021-03-31 13F ABBVIE INC COM COM 00287Y109 309 29 10.36 33 10.00 0.0132
2021-02-09 2020-12-31 13F ABBVIE INC COM COM 00287Y109 280 -6 -2.10 30 20.00 0.0125
2020-11-04 2020-09-30 13F ABBVIE INC COM COM 00287Y109 286 30 11.72 25 0.00 0.0106
2020-08-12 2020-06-30 13F ABBVIE INC COM COM 00287Y109 256 -346 -57.48 25 -45.65 0.0119
2020-05-13 2020-03-31 13F ABBVIE INC COM COM 00287Y109 602 31 5.43 46 -9.80 0.0229
2020-02-12 2019-12-31 13F ABBVIE INC COM COM 00287Y109 571 1 0.18 51 18.60 0.0242
2019-11-13 2019-09-30 13F ABBVIE INC COM COM 00287Y109 570 -2 -0.35 43 2.38 0.0224
2019-08-07 2019-06-30 13F ABBVIE INC COM COM 00287Y109 572 162 39.51 42 27.27 0.0219
2019-05-13 2019-03-31 13F ABBVIE INC COM COM 00287Y109 410 -4,814 -92.15 33 -93.15 0.0182
2019-02-05 2018-12-31 13F ABBVIE INC COM COM 00287Y109 5,224 -45 -0.85 482 -3.21 0.2681
2018-11-13 2018-09-30 13F ABBVIE INC COM COM 00287Y109 5,269 258 5.15 498 7.33 0.2503
2018-08-13 2018-06-30 13F ABBVIE INC COM COM 00287Y109 5,011 4,928 5,937.35 464 5,700.00 0.2500
2018-05-11 2018-03-31 13F ABBVIE INC COM COM 00287Y109 83 0 0.00 8 0.00 0.0047
2018-02-13 2017-12-31 13F ABBVIE INC COM COM 00287Y109 83 29 53.70 8 60.00 0.0048
2017-11-13 2017-09-30 13F ABBVIE INC COM COM 00287Y109 54 0 0.00 5 25.00 0.0033
2017-08-07 2017-06-30 13F AbbVie COM 00287Y109 54 47 671.43 4 0.0025
2017-05-01 2017-03-31 13F ABBVIE INC COM COM 00287Y109 7 -31,071 -99.98 0 -100.00
2017-01-19 2016-12-31 13F ABBVIE INC COM COM 00287Y109 31,078 -9,267 -22.97 1,946 -23.54 1.3392
2016-11-02 2016-09-30 13F ABBVIE INC COM COM 00287Y109 40,345 19,581 94.30 2,545 97.90 2.0748
2016-08-10 2016-06-30 13F ABBVIE INC COM COM 00287Y109 20,764 20,423 5,989.15 1,286 6,668.42 1.5596
2016-05-12 2016-03-31 13F ABBVIE INC COM COM 00287Y109 341 271 387.14 19 375.00 0.0307
2016-01-22 2015-12-31 13F ABBVIE INC COM COM 00287Y109 70 0 0.00 4 0.00 0.0045
2015-11-13 2015-09-30 13F ABBVIE INC COM COM 00287Y109 70 1 1.45 4 -20.00 0.0058
2015-08-11 2015-06-30 13F ABBVIE INC COM COM 00287Y109 69 0 0.00 5 25.00 0.0027
2015-05-14 2015-03-31 13F ABBVIE INC COM COM 00287Y109 69 69 0.00 4 0.0023
2015-02-11 2014-12-31 13F Abbvie COM 00287Y109 0 -68 -100.00 0 -100.00
2014-11-14 2014-09-30 13F Abbvie COM 00287Y109 68 1 1.49 4 0.00 0.0026
2014-08-15 2014-06-30 13F Abbvie COM 00287Y109 67 -108 -61.71 4 -55.56 0.0023
2014-05-14 2014-03-31 13F Abbvie COM 00287Y109 175 175 9 0.0057
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.