AbbVie Inc.
MX ˙ BMV ˙ US00287Y1091
SecurityMX:ABBV / AbbVie Inc.
InstitutionWestside Investment Management, Inc.
Latest Disclosed Ownership16,650 shares
Latest Disclosed Value $ 3,604,339
Westside Investment Management, Inc. reports 0.43% decrease in ownership of ABBV / AbbVie Inc.

On May 4, 2026 - Westside Investment Management, Inc. filed a 13F-HR form disclosing ownership of 16,650 shares of AbbVie Inc. (MX:ABBV) valued at $3,604,339 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 23, 2026 disclosing 16,722 shares of AbbVie Inc.. This represents a change in shares of -0.43% 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 16,650 -72 -0.43 3,604 -5.70 0.2686
2026-01-23 2025-12-31 13F ABBVIE COM 00287Y109 16,722 -250 -1.47 3,822 -3.39 0.6115
2025-11-04 2025-09-30 13F ABBVIE COM 00287Y109 16,972 -284 -1.65 3,956 23.24 0.6320
2025-08-05 2025-06-30 13F ABBVIE COM 00287Y109 17,256 87 0.51 3,211 -10.61 0.5955
2025-04-25 2025-03-31 13F ABBVIE COM 00287Y109 17,169 -148 -0.85 3,592 16.70 0.7651
2025-01-17 2024-12-31 13F ABBVIE COM 00287Y109 17,317 21 0.12 3,077 -9.58 0.6485
2024-11-20 2024-09-30 13F ABBVIE COM 00287Y109 17,296 171 1.00 3,403 15.87 0.7247
2024-07-17 2024-06-30 13F ABBVIE COM 00287Y109 17,125 -274 -1.57 2,937 -7.23 0.6723
2024-04-19 2024-03-31 13F ABBVIE COM 00287Y109 17,399 -490 -2.74 3,166 14.21 0.7590
2024-01-12 2023-12-31 13F ABBVIE COM 00287Y109 17,889 -140 -0.78 2,772 3.16 0.7088
2023-11-15 2023-09-30 13F ABBVIE COM 00287Y109 18,029 0 0.00 2,687 10.62 0.7738
2023-07-14 2023-06-30 13F ABBVIE COM 00287Y109 18,029 -100 -0.55 2,429 -15.92 0.6860
2023-05-17 2023-03-31 13F ABBVIE COM 00287Y109 18,129 -310 -1.68 2,889 924.47 0.8484
2023-01-31 2022-12-31 13F ABBVIE COM 00287Y109 18,439 -80 -0.43 283 21.03 0.6963
2022-11-09 2022-09-30 13F ABBVIE COM 00287Y109 18,519 -130 -0.70 234 -17.67 0.5588
2022-07-15 2022-06-30 13F ABBVIE COM 00287Y109 18,649 -70 -0.37 283 0.00 0.6410
2022-04-25 2022-03-31 13F ABBVIE COM 00287Y109 18,719 -3,370 -15.26 283 -40.30 0.6220
2022-02-15 2021-12-31 13F ABBVIE COM 00287Y109 22,089 -270 -1.21 474 0.21 1.0816
2021-10-27 2021-09-30 13F ABBVIE COM 00287Y109 22,359 1,394 6.65 474 1.50 1.0921
2021-07-28 2021-06-30 13F ABBVIE COM 00287Y109 20,965 -100 -0.47 467 21.67 1.0815
2021-04-14 2021-03-31 13F ABBVIE COM 00287Y109 21,065 2,295 12.23 383 4.93 1.0116
2021-01-15 2020-12-31 13F ABBVIE COM 00287Y109 18,770 -63 -0.33 366 13.00 1.0033
2020-10-14 2020-09-30 13F ABBVIE COM 00287Y109 18,833 4,751 33.74 323 66.49 0.1470
2020-07-21 2020-06-30 13F ABBVIE COM 00287Y109 14,082 -1,666 -10.58 195 1,663.64 0.1148
2020-04-16 2020-03-31 13F ABBVIE COM 00287Y109 15,748 11,542 274.42 11 3,639.34 0.0078
2019-07-24 2019-06-30 13F ABBVIE COM 00287Y109 4,206 -77 -1.80 0 -100.00 0.0007
2019-02-05 2018-12-31 13F ABBVIE COM 00287Y109 4,283 -136 -3.08 395 -5.97 0.1446
2018-11-08 2018-09-30 13F ABBVIE COM 00287Y109 4,419 0 0.00 420 1.95 0.1342
2018-08-13 2018-06-30 13F ABBVIE COM 00287Y109 4,419 51 1.17 411 3.01 0.1448
2018-04-16 2018-03-31 13F ABBVIE COM 00287Y109 4,368 -639 -12.76 399 -19.88 0.2195
2018-02-15 2017-12-31 13F ABBVIE COM 00287Y109 5,007 -1,145 -18.61 498 -10.75 0.2699
2017-11-13 2017-09-30 13F ABBVIE COM 00287Y109 6,152 270 4.59 558 32.23 0.3371
2017-09-14 2017-06-30 13F/A-1 ABBVIE COM 00287Y109 5,882 400 7.30 423 18.54 0.2757
2017-08-15 2017-06-30 13F ABBVIE COM 00287Y109 5,882 400 423
2017-05-11 2017-03-31 13F ABBVIE COM 00287Y109 5,482 2,850 108.28 356 122.50 0.1700
2017-05-11 2016-12-31 13F ABBVIE COM 00287Y109 2,632 2,632 161 0.1095
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.