Position in CVS
as of Jun 30, 2026
· filed Jul 23, 2026
Position Value
$929,187
+$275,985 QoQ
Shares Held
8,982
-1.2% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#1,005
of 2,054 holders
Holding Since
Jun 2024
9 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in CVS Over Time
Shares Held
Position Value (USD)
Position in Healthcare Plans
Healthcare · as of Jun 30, 2026Smith Salley Wealth Management holds $23,390,685 across 3 Healthcare Plans names. CVS ranks #3 (4.0% of the industry book) .
All Filings in CVS
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9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $929,187 | 8,982 | Shares | Sole | 2026-07-23 | |
| 2026-03-31 | $653,202 | 9,095 | Shares | Sole | 2026-04-16 | |
| 2025-12-31 | $723,207 | 9,113 | Shares | Sole | 2026-01-27 | |
| 2025-09-30 | $697,809 | 9,256 | Shares | Sole | 2025-10-20 | |
| 2025-06-30 | $620,957 | 9,002 | Shares | Sole | 2025-07-17 | |
| 2025-03-31 | $591,254 | 8,727 | Shares | Sole | 2025-04-25 | |
| 2024-12-31 | $756,576 | 16,854 | Shares | Sole | 2025-01-15 | |
| 2024-09-30 | $1,197,109 | 19,038 | Shares | Sole | 2024-10-24 | |
| 2024-06-30 | $1,189,704 | 20,144 | Shares | Sole | 2024-07-29 | |
| No filing history on record for this holder in this stock. | ||||||