Global Wealth Management Investment Advisory, Inc.
Position in CVS — CVS HEALTH Corp
CIK 1767855
FORT LAUDERDALE, FL
Position in CVS
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$5,135,051
+$458,492 QoQ
Shares Held
49,638
-23.8% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
1.18%
of 13F equity value
Holder Rank
#507
of 2,054 holders
Holding Since
Mar 2020
20 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, 2026Global Wealth Management Investment Advisory, Inc. holds $5,135,051 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
|
49,638 | $5,135,051 |
All Filings in CVS
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20 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $5,135,051 | 49,638 | Shares | Sole | 2026-07-29 | |
| 2026-03-31 | $4,676,559 | 65,115 | Shares | Sole | 2026-05-01 | |
| 2025-12-31 | $5,087,055 | 64,101 | Shares | Sole | 2026-02-04 | |
| 2025-09-30 | $4,594,040 | 60,937 | Shares | Sole | 2025-10-27 | |
| 2023-12-31 | $71,774 | 909 | Shares | Sole | 2024-02-05 | |
| 2023-09-30 | $3,519,067 | 50,402 | Shares | Sole | 2023-11-06 | |
| 2023-06-30 | $3,537,174 | 51,167 | Shares | Sole | 2023-08-10 | |
| 2023-03-31 | $3,668,981 | 49,374 | Shares | Sole | 2023-05-08 | |
| 2022-12-31 | $3,767,764 | 40,431 | Shares | Sole | 2023-02-07 | |
| 2022-09-30 | $3,763,300 | 39,460 | Shares | Sole | 2022-11-09 | |
| 2022-06-30 | $3,582,142 | 38,659 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $3,574,939 | 35,322 | Shares | Sole | 2022-05-17 | |
| 2021-12-31 | $3,451,836 | 33,461 | Shares | Sole | 2022-02-15 | |
| 2021-09-30 | $2,762,956 | 32,559 | Shares | Sole | 2021-11-16 | |
| 2021-06-30 | $8,344 | 100 | Shares | Sole | 2021-08-11 | |
| 2021-03-31 | $7,523 | 100 | Shares | Sole | 2021-05-17 | |
| 2020-12-31 | $6,830 | 100 | Shares | Sole | 2021-02-16 | |
| 2020-09-30 | $23,360 | 400 | Shares | Sole | 2020-11-16 | |
| 2020-06-30 | $68,998 | 1,062 | Shares | Sole | 2020-08-12 | |
| 2020-03-31 | $75,823 | 1,278 | Shares | Sole | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||