Position in CVS
as of Jun 30, 2026
· filed Jul 6, 2026
Position Value
$973,154
+$342,216 QoQ
Shares Held
9,407
+7.1% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.63%
of 13F equity value
Holder Rank
#977
of 2,054 holders
Holding Since
Mar 2020
26 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, 2026Boltwood Capital Management holds $973,154 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
|
9,407 | $973,154 |
All Filings in CVS
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26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $973,154 | 9,407 | Shares | Sole | 2026-07-06 | |
| 2026-03-31 | $630,938 | 8,785 | Shares | Sole | 2026-04-08 | |
| 2025-12-31 | $697,971 | 8,795 | Shares | Sole | 2026-01-02 | |
| 2025-09-30 | $658,154 | 8,730 | Shares | Sole | 2025-10-06 | |
| 2025-06-30 | $593,917 | 8,610 | Shares | Sole | 2025-07-08 | |
| 2025-03-31 | $587,392 | 8,670 | Shares | Sole | 2025-04-10 | |
| 2024-12-31 | $412,988 | 9,200 | Shares | Sole | 2025-01-06 | |
| 2024-09-30 | $572,648 | 9,107 | Shares | Sole | 2024-10-02 | |
| 2024-06-30 | $532,662 | 9,019 | Shares | Sole | 2024-07-08 | |
| 2024-03-31 | $967,648 | 12,132 | Shares | Sole | 2024-04-04 | |
| 2023-12-31 | $960,706 | 12,167 | Shares | Sole | 2024-01-05 | |
| 2023-09-30 | $916,178 | 13,122 | Shares | Sole | 2023-10-10 | |
| 2023-06-30 | $906,432 | 13,112 | Shares | Sole | 2023-07-06 | |
| 2023-03-31 | $976,210 | 13,137 | Shares | Sole | 2023-04-04 | |
| 2022-12-31 | $1,187,892 | 12,747 | Shares | Sole | 2023-01-06 | |
| 2022-09-30 | $1,240,000 | 13,002 | Shares | Sole | 2022-10-04 | |
| 2022-06-30 | $1,208,471 | 13,042 | Shares | Sole | 2022-07-07 | |
| 2022-03-31 | $1,323,523 | 13,077 | Shares | Sole | 2022-04-20 | |
| 2021-12-31 | $1,394,929 | 13,522 | Shares | Sole | 2022-01-10 | |
| 2021-09-30 | $1,152,568 | 13,582 | Shares | Sole | 2021-10-08 | |
| 2021-06-30 | $1,132,030 | 13,567 | Shares | Sole | 2021-07-06 | |
| 2021-03-31 | $1,031,779 | 13,715 | Shares | Sole | 2021-04-05 | |
| 2020-12-31 | $947,662 | 13,875 | Shares | Sole | 2021-01-04 | |
| 2020-09-30 | $794,240 | 13,600 | Shares | Sole | 2020-10-05 | |
| 2020-06-30 | $875,795 | 13,480 | Shares | Sole | 2020-07-02 | |
| 2020-03-31 | $795,318 | 13,405 | Shares | Sole | 2020-04-07 | |
| No filing history on record for this holder in this stock. | ||||||