SEC 13F Intelligence

Transform Wealth, LLC / ABBV

Transform Wealth, LLC’s Abbvie Inc Position

Does Transform Wealth, LLC own Abbvie Inc (ABBV)? Yes90.6K shares worth $19M (+1.15% of its 13F portfolio) as of Q1 2025, down from 94.4K shares the prior filed quarter.

Position Value
$19M
Q1 2025
Shares
90.6K
% of Portfolio
+1.15%
Quarters Held
26
currently held

Position History ABBV

Reported value by quarter
Q4 ’18: $6MQ4 ’18Q1 ’19: $5MQ2 ’19: $4MQ3 ’19: $4MQ4 ’19: $6MQ4 ’19Q1 ’20: $5MQ2 ’20: $13MQ3 ’20: $12MQ4 ’20: $8MQ4 ’20Q1 ’21: $8MQ2 ’21: $15MQ3 ’21: $14MQ4 ’21: $18MQ4 ’21Q1 ’22: $20MQ2 ’22: $18MQ3 ’22: $16MQ4 ’22: $19MQ4 ’22Q1 ’23: $19MQ2 ’23: $16MQ3 ’23: $15MQ4 ’23: $13MQ4 ’23Q1 ’24: $16MQ2 ’24: $15MQ3 ’24: $17MQ4 ’24: $17MQ4 ’24Q1 ’25: $19Mfilingsflow.com
QuarterSharesValue% of Portfolio
Q1 202590.6K$19M+1.15%
Q4 202494.4K$17M+0.93%
Q3 202487.3K$17M+1.14%
Q2 202486.1K$15M+1.11%
Q1 202485.3K$16M+1.47%
Q4 202385.8K$13M+1.30%
Q3 2023100.2K$15M+1.57%
Q2 2023120.4K$16M+1.46%
Q1 2023119.9K$19M+1.80%
Q4 2022119.9K$19M+2.17%
Q3 2022119.8K$16M+2.09%
Q2 2022119.2K$18M+2.72%
Q1 2022124.2K$20M+2.26%
Q4 2021132.7K$18M+1.88%
Q3 2021133.3K$14M+1.65%
Q2 2021131.1K$15M+1.80%
Q1 202172.2K$8M+1.57%
Q4 202073.6K$8M+1.65%
Q3 2020132.6K$12M+1.87%
Q2 2020127.6K$13M+2.15%
Q1 202070.6K$5M+1.15%
Q4 201962.2K$6M+0.87%
Q3 201958.2K$4M+0.78%
Q2 201961.4K$4M+0.66%
Q1 201961.9K$5M+0.93%
Q4 201868.1K$6M+1.29%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Transform Wealth, LLC’s full portfolio or all institutional holders of ABBV.