Position in CVS
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$228,210
+$37,887 QoQ
Shares Held
2,206
-16.8% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.07%
of 13F equity value
Holder Rank
#1,637
of 2,051 holders
Holding Since
Mar 2021
19 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, 2026AXS Investments LLC holds $1,354,422 across 6 Healthcare Plans names. CVS ranks #2 (16.8% of the industry book) .
All Filings in CVS
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19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $228,210 | 2,206 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $190,323 | 2,650 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $251,888 | 3,174 | Shares | Sole | 2026-05-13 | |
| 2025-09-30 | $299,826 | 3,977 | Shares | Sole | 2026-05-13 | |
| 2025-03-31 | $250,742 | 3,701 | Shares | Sole | 2025-05-09 | |
| 2024-09-30 | $238,189 | 3,788 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $220,057 | 3,726 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $361,631 | 4,534 | Shares | Sole | 2024-08-16 | |
| 2023-12-31 | $311,497 | 3,945 | Shares | Sole | 2024-02-09 | |
| 2023-09-30 | $308,185 | 4,414 | Shares | Sole | 2023-11-09 | |
| 2023-06-30 | $337,561 | 4,883 | Shares | Sole | 2023-08-10 | |
| 2023-03-31 | $387,080 | 5,209 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $681,312 | 7,311 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $705,642 | 7,399 | Shares | Sole | 2022-11-07 | |
| 2022-06-30 | $653,994 | 7,058 | Shares | Sole | 2022-08-11 | |
| 2022-03-31 | $915,039 | 9,041 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $1,300,744 | 12,609 | Shares | Sole | 2022-02-09 | |
| 2021-06-30 | $1,073,872 | 12,870 | Shares | Sole | 2021-07-28 | |
| 2021-03-31 | $1,333,526 | 17,726 | Shares | Sole | 2021-05-10 | |
| No filing history on record for this holder in this stock. | ||||||