Position in CVS
as of Jun 30, 2026
· filed Jul 13, 2026
Position Value
$2,891,324
+$936,528 QoQ
Shares Held
27,949
+2.7% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.73%
of 13F equity value
Holder Rank
#665
of 2,054 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in CVS Over Time
Shares Held
Position Value (USD)
Position in Healthcare Plans
Healthcare · as of Jun 30, 2026LYNCH & ASSOCIATES/IN holds $4,004,519 across 2 Healthcare Plans names. CVS ranks #1 (72.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CVS |
CVS HEALTH Corp
This page
|
27,949 | $2,891,324 | |
| 2 | CI |
Cigna Group
|
4,038 | $1,113,195 |
All Filings in CVS
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26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,891,324 | 27,949 | Shares | Sole | 2026-07-13 | |
| 2026-03-31 | $1,954,796 | 27,218 | Shares | Sole | 2026-04-08 | |
| 2025-12-31 | $2,164,940 | 27,280 | Shares | Sole | 2026-01-07 | |
| 2025-09-30 | $1,870,652 | 24,813 | Shares | Sole | 2025-10-07 | |
| 2025-06-30 | $1,578,124 | 22,878 | Shares | Sole | 2025-07-15 | |
| 2025-03-31 | $1,347,005 | 19,882 | Shares | Sole | 2025-04-17 | |
| 2024-12-31 | $889,136 | 19,807 | Shares | Sole | 2025-01-10 | |
| 2024-09-30 | $1,628,277 | 25,895 | Shares | Sole | 2024-10-15 | |
| 2024-06-30 | $1,637,202 | 27,721 | Shares | Sole | 2024-08-06 | |
| 2024-03-31 | $2,339,041 | 29,326 | Shares | Sole | 2024-04-09 | |
| 2023-12-31 | $2,360,667 | 29,897 | Shares | Sole | 2024-01-08 | |
| 2023-09-30 | $2,161,347 | 30,956 | Shares | Sole | 2023-10-24 | |
| 2023-06-30 | $2,365,352 | 34,216 | Shares | Sole | 2023-10-24 | |
| 2023-03-31 | $3,081,189 | 41,464 | Shares | Sole | 2023-10-24 | |
| 2022-12-31 | $4,259,714 | 45,710 | Shares | Sole | 2023-10-24 | |
| 2022-09-30 | $4,414,200 | 46,285 | Shares | Sole | 2022-10-03 | |
| 2022-06-30 | $3,805,546 | 41,070 | Shares | Sole | 2022-07-06 | |
| 2022-03-31 | $4,117,830 | 40,686 | Shares | Sole | 2022-04-08 | |
| 2021-12-31 | $4,139,810 | 40,130 | Shares | Sole | 2022-01-11 | |
| 2021-09-30 | $3,065,737 | 36,127 | Shares | Sole | 2021-10-12 | |
| 2021-06-30 | $2,844,970 | 34,096 | Shares | Sole | 2021-07-21 | |
| 2021-03-31 | $1,818,610 | 24,174 | Shares | Sole | 2021-04-09 | |
| 2020-12-31 | $1,314,296 | 19,243 | Shares | Sole | 2021-01-20 | |
| 2020-09-30 | $1,013,298 | 17,351 | Shares | Sole | 2020-10-21 | |
| 2020-06-30 | $1,045,757 | 16,096 | Shares | Sole | 2020-07-20 | |
| 2020-03-31 | $644,679 | 10,866 | Shares | Sole | 2020-04-28 | |
| No filing history on record for this holder in this stock. | ||||||