SEC 13F Intelligence

Phillips Wealth Planners LLC / ABBV

Phillips Wealth Planners LLC’s Abbvie Inc Position

Does Phillips Wealth Planners LLC own Abbvie Inc (ABBV)? Yes — 6.7K shares worth $1M (+1.03% of its 13F portfolio) as of Q1 2026, up from 6.4K shares the prior filed quarter.

Position Value
$1M
Q1 2026
Shares
6.7K
% of Portfolio
+1.03%
Quarters Held
13
currently held

Position History ABBV

Reported value by quarter
Q1 ’23: $1MQ1 ’23Q2 ’23: $1MQ3 ’23: $1MQ3 ’23Q4 ’23: $1MQ1 ’24: $1MQ1 ’24Q2 ’24: $1MQ3 ’24: $1MQ3 ’24Q4 ’24: $1MQ1 ’25: $1MQ1 ’25Q2 ’25: $1MQ3 ’25: $2MQ3 ’25Q4 ’25: $1MQ1 ’26: $1MQ1 ’26filingsflow.com
QuarterSharesValue% of Portfolio
Q1 20266.7K$1M+1.03%
Q4 20256.4K$1M+1.10%
Q3 20257.1K$2M+1.36%
Q2 20257.1K$1M+1.23%
Q1 20257.5K$1M+1.40%
Q4 20247.1K$1M+1.24%
Q3 20246.9K$1M+1.25%
Q2 20247.3K$1M+1.29%
Q1 20247.6K$1M+1.42%
Q4 20238.3K$1M+1.63%
Q3 20238.5K$1M+1.67%
Q2 20239.2K$1M+1.62%
Q1 20238.9K$1M+1.80%

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