Stockman Wealth Management, Inc.

Position in CVS — CVS HEALTH Corp

CIK 1389400 BILLINGS, MT

Position in CVS

as of Jun 30, 2026 · filed Aug 11, 2026 Compact

Position Value

$226,038

+$19,068 QoQ

Shares Held

2,185

-16.2% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.04%

of 13F equity value

Holder Rank

#1,647

of 2,051 holders

Holding Since

Mar 2020

19 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Healthcare · as of Jun 30, 2026

Stockman Wealth Management, Inc. holds $226,038 across 1 Healthcare Plans name. CVS ranks #1 (100.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)	Open
1	CVS	CVS HEALTH Corp This page	2,185	$226,038

19 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$226,038	2,185	-16.2%	Shares	Sole	2026-08-11
2025-12-31	$206,970	2,608	-29.0%	Shares	Sole	2026-01-29
2024-03-31	$293,038	3,674	-96.2%	Shares	Sole	2024-04-17
2023-12-31	$7,665,594	97,082	+3.0%	Shares	Sole	2024-02-01
2023-09-30	$6,577,951	94,213	+4.7%	Shares	Sole	2023-10-31
2023-06-30	$6,222,253	90,008	+10.2%	Shares	Sole	2023-08-02
2023-03-31	$6,066,742	81,641	+7.4%	Shares	Sole	2023-05-04
2022-12-31	$7,082,160	75,997	+0.5%	Shares	Sole	2023-02-08
2022-09-30	$7,214,454	75,647	+1.2%	Shares	Sole	2022-11-07
2022-06-30	$6,924,574	74,731	+1.9%	Shares	Sole	2022-07-28
2022-03-31	$7,424,259	73,355	-5.9%	Shares	Sole	2022-05-05
2021-12-31	$8,043,075	77,967	-0.3%	Shares	Sole	2022-02-08
2021-09-30	$6,637,494	78,217	+2.2%	Shares	Sole	2021-11-02
2021-06-30	$6,387,332	76,550	+3.3%	Shares	Sole	2021-08-12
2021-03-31	$5,574,392	74,098	+1.4%	Shares	Sole	2021-05-05
2020-12-31	$4,990,612	73,069	+32.4%	Shares	Sole	2021-02-08
2020-09-30	$3,223,271	55,193	+17.4%	Shares	Sole	2020-11-06
2020-06-30	$3,055,084	47,023	-0.5%	Shares	Sole	2020-08-11
2020-03-31	$2,803,579	47,254	—	Shares	Sole	2020-05-06
No filing history on record for this holder in this stock.