Blume Capital Management, Inc.

Position in CVS — CVS HEALTH Corp

CIK 1587192 BERKELEY, CA

Position in CVS

as of Jun 30, 2026 · filed Jul 27, 2026 Compact

Position Value

$4,559,455

+$1,373,592 QoQ

Shares Held

44,074

-0.6% QoQ

Ownership

0.003%

of shares outstanding

% of Portfolio

1.09%

of 13F equity value

Holder Rank

#533

of 2,054 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Healthcare · as of Jun 30, 2026

Blume Capital Management, Inc. holds $8,826,566 across 4 Healthcare Plans names. CVS ranks #1 (51.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	CVS	CVS HEALTH Corp This page	44,074	$4,559,455
2	ELV	Elevance Health, Inc.	10,734	$4,151,159
3	UNH	Unitedhealth Group Inc	275	$114,298
4	CI	Cigna Group	6	$1,654

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$4,559,455	44,074	-0.6%	Shares	Sole	2026-07-27
2026-03-31	$3,185,863	44,359	+0.6%	Shares	Sole	2026-05-01
2025-12-31	$3,497,712	44,074	-13.1%	Shares	Sole	2026-02-05
2025-09-30	$3,823,705	50,719	-0.1%	Shares	Sole	2025-11-06
2025-06-30	$3,502,045	50,769	-24.9%	Shares	Sole	2025-07-30
2025-03-31	$4,582,203	67,634	-0.7%	Shares	Sole	2025-05-06
2024-12-31	$3,057,413	68,109	-51.9%	Shares	Sole	2025-02-10
2024-09-30	$8,901,104	141,557	+5.9%	Shares	Sole	2024-10-29
2024-06-30	$7,896,440	133,702	+29.0%	Shares	Sole	2024-08-05
2024-03-31	$8,267,522	103,655	+13.0%	Shares	Sole	2024-05-02
2023-12-31	$7,245,290	91,759	+6.1%	Shares	Sole	2024-05-02
2023-09-30	$6,040,058	86,509	+0.1%	Shares	Sole	2024-05-02
2023-06-30	$5,973,039	86,403	+24.2%	Shares	Sole	2024-05-02
2023-03-31	$5,169,300	69,564	+74.4%	Shares	Sole	2024-05-02
2022-12-31	$3,717,908	39,896	-5.1%	Shares	Sole	2023-02-08
2022-09-30	$4,010,880	42,056	-6.4%	Shares	Sole	2022-11-15
2022-06-30	$4,161,916	44,916	-41.6%	Shares	Sole	2022-08-11
2022-03-31	$7,780,113	76,871	-24.6%	Shares	Sole	2022-05-12
2021-12-31	$10,510,456	101,885	-2.9%	Shares	Sole	2022-02-07
2021-09-30	$8,907,754	104,970	+1.4%	Shares	Sole	2021-11-12
2021-06-30	$8,638,543	103,530	-9.5%	Shares	Sole	2021-08-10
2021-03-31	$8,605,334	114,387	+4.9%	Shares	Sole	2021-05-10
2020-12-31	$7,448,046	109,049	+1.7%	Shares	Sole	2021-02-09
2020-09-30	$6,264,276	107,265	+1.9%	Shares	Sole	2020-11-12
2020-06-30	$6,841,535	105,303	0.0%	Shares	Sole	2020-08-06
2020-03-31	$6,247,626	105,303	—	Shares	Sole	2020-05-07
No filing history on record for this holder in this stock.