Position in CVS
as of Jun 30, 2026
· filed Jul 23, 2026
Position Value
$202,348
-$1,945 QoQ
Shares Held
1,956
-33.2% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#1,712
of 2,054 holders
Holding Since
Mar 2020
13 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, 2026Welch Group, LLC holds $202,348 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
|
1,956 | $202,348 |
All Filings in CVS
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13 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $202,348 | 1,956 | Shares | Sole | 2026-07-23 | |
| 2023-09-30 | $204,293 | 2,926 | Shares | Sole | 2023-10-18 | |
| 2023-06-30 | $270,160 | 3,908 | Shares | Sole | 2023-07-18 | |
| 2023-03-31 | $290,849 | 3,914 | Shares | Sole | 2023-04-13 | |
| 2022-12-31 | $370,989 | 3,981 | Shares | Sole | 2023-01-30 | |
| 2022-09-30 | $428,115 | 4,489 | Shares | Sole | 2022-10-13 | |
| 2022-06-30 | $392,322 | 4,234 | Shares | Sole | 2022-07-21 | |
| 2022-03-31 | $462,428 | 4,569 | Shares | Sole | 2022-04-29 | |
| 2021-12-31 | $432,756 | 4,195 | Shares | Sole | 2022-01-26 | |
| 2021-09-30 | $341,646 | 4,026 | Shares | Sole | 2021-11-05 | |
| 2021-06-30 | $269,010 | 3,224 | Shares | Sole | 2021-07-21 | |
| 2021-03-31 | $252,547 | 3,357 | Shares | Sole | 2021-04-23 | |
| 2020-03-31 | $109,523 | 1,846 | Shares | Sole | 2020-04-28 | |
| No filing history on record for this holder in this stock. | ||||||