AbbVie Inc.
MX ˙ BMV ˙ US00287Y1091
SecurityMX:ABBV / AbbVie Inc.
InstitutionAvantax Planning Partners, Inc.
Latest Disclosed Ownership60,872 shares
Latest Disclosed Value $ 13,238,950
Avantax Planning Partners, Inc. reports 5.70% increase in ownership of ABBV / AbbVie Inc.

On May 4, 2026 - Avantax Planning Partners, Inc. filed a 13F-HR form disclosing ownership of 60,872 shares of AbbVie Inc. (MX:ABBV) valued at $13,238,950 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 5, 2026 disclosing 57,589 shares of AbbVie Inc.. This represents a change in shares of 5.70% 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)
2026-05-04 2026-03-31 13F ABBVIE COM 00287Y109 60,872 3,283 5.70 13,239 0.61 0.3635
2026-02-05 2025-12-31 13F ABBVIE COM 00287Y109 57,589 -257 -0.44 13,159 -1.75 0.3681
2025-10-31 2025-09-30 13F ABBVIE COM 00287Y109 57,846 541 0.94 13,394 25.92 0.3840
2025-08-11 2025-06-30 13F ABBVIE COM 00287Y109 57,305 286 0.50 10,637 -10.97 0.3375
2025-04-29 2025-03-31 13F ABBVIE COM 00287Y109 57,019 -3,305 -5.48 11,947 11.45 0.4229
2025-02-07 2024-12-31 13F ABBVIE COM 00287Y109 60,324 1,453 2.47 10,720 -7.79 0.3865
2024-11-14 2024-09-30 13F ABBVIE COM 00287Y109 58,871 -9,421 -13.80 11,626 -0.75 0.4170
2024-08-09 2024-06-30 13F ABBVIE COM 00287Y109 68,292 284 0.42 11,713 -5.42 0.3765
2024-05-03 2024-03-31 13F ABBVIE COM 00287Y109 68,008 34,843 105.06 12,384 140.98 0.4011
2024-02-09 2023-12-31 13F ABBVIE COM 00287Y109 33,165 -532 -1.58 5,140 2.33 0.1958
2023-11-06 2023-09-30 13F ABBVIE COM 00287Y109 33,697 -685 -1.99 5,023 8.42 0.2101
2023-07-18 2023-06-30 13F ABBVIE COM 00287Y109 34,382 196 0.57 4,632 -14.98 0.1842
2023-04-21 2023-03-31 13F ABBVIE COM 00287Y109 34,186 1,330 4.05 5,448 2.62 0.2213
2023-02-10 2022-12-31 13F ABBVIE COM 00287Y109 32,856 -4,331 -11.65 5,310 6.37 0.2107
2022-10-14 2022-09-30 13F ABBVIE COM 00287Y109 37,187 9,534 34.48 4,991 17.85 0.2248
2022-07-18 2022-06-30 13F ABBVIE COM 00287Y109 27,653 -292 -1.04 4,235 -6.51 0.1809
2022-05-09 2022-03-31 13F ABBVIE COM 00287Y109 27,945 -566 -1.99 4,530 17.36 0.1798
2022-01-28 2021-12-31 13F ABBVIE COM 00287Y109 28,511 774 2.79 3,860 29.01 0.1588
2021-10-27 2021-09-30 13F ABBVIE COM 00287Y109 27,737 192 0.70 2,992 -3.58 0.1380
2021-08-10 2021-06-30 13F ABBVIE COM 00287Y109 27,545 978 3.68 3,103 7.93 0.1456
2021-05-06 2021-03-31 13F ABBVIE COM 00287Y109 26,567 26 0.10 2,875 1.09 0.1482
2021-02-04 2020-12-31 13F ABBVIE COM 00287Y109 26,541 -1,627 -5.78 2,844 15.28 0.1463
2020-10-28 2020-09-30 13F ABBVIE COM 00287Y109 28,168 527 1.91 2,467 -9.10 0.1304
2020-07-15 2020-06-30 13F ABBVIE COM 00287Y109 27,641 -118 -0.43 2,714 28.32 0.1533
2020-04-27 2020-03-31 13F ABBVIE COM 00287Y109 27,759 -12,195 -30.52 2,115 -40.22 0.1473
2020-01-15 2019-12-31 13F ABBVIE COM 00287Y109 39,954 -1,198 -2.91 3,538 13.54 0.2082
2019-11-08 2019-09-30 13F ABBVIE COM 00287Y109 41,152 4,395 11.96 3,116 19.02 0.1913
2019-08-07 2019-06-30 13F ABBVIE COM 00287Y109 36,757 16 0.04 2,618 -11.58 0.1694
2019-05-08 2019-03-31 13F ABBVIE COM 00287Y109 36,741 7,841 27.13 2,961 11.15 0.2056
2019-02-14 2018-12-31 13F ABBVIE COM 00287Y109 28,900 26 0.09 2,664 -2.45 0.2009
2018-11-13 2018-09-30 13F ABBVIE COM 00287Y109 28,874 181 0.63 2,731 2.75 0.2187
2018-08-13 2018-06-30 13F ABBVIE COM 00287Y109 28,693 1,243 4.53 2,658 2.35 0.2374
2018-05-15 2018-03-31 13F ABBVIE COM 00287Y109 27,450 841 3.16 2,597 0.93 0.2230
2018-02-09 2017-12-31 13F ABBVIE COM 00287Y109 26,609 -4,926 -15.62 2,573 -8.17 0.2356
2017-10-19 2017-09-30 13F ABBVIE COM 00287Y109 31,535 -2,553 -7.49 2,802 13.35 0.2208
2017-07-27 2017-06-30 13F ABBVIE COM 00287Y109 34,088 546 1.63 2,472 13.08 0.2083
2017-04-12 2017-03-31 13F ABBVIE COM 00287Y109 33,542 -97 -0.29 2,186 3.80 0.1954
2017-02-09 2016-12-31 13F ABBVIE COM 00287Y109 33,639 33,639 2,106 0.2246
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.