Position in CVS
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$1,140,536
+$337,517 QoQ
Shares Held
11,025
-1.4% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.09%
of 13F equity value
Holder Rank
#923
of 2,054 holders
Holding Since
Dec 2023
10 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, 2026F/m Investments LLC holds $4,483,448 across 2 Healthcare Plans names. CVS ranks #2 (25.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | UNH |
Unitedhealth Group Inc
|
8,043 | $3,342,912 | |
| 2 | CVS |
CVS HEALTH Corp
This page
|
11,025 | $1,140,536 |
All Filings in CVS
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10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,140,536 | 11,025 | Shares | Sole | 2026-08-05 | |
| 2026-03-31 | $803,019 | 11,181 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $1,665,925 | 20,992 | Shares | Sole | 2026-02-03 | |
| 2025-09-30 | $1,656,016 | 21,966 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $2,144,726 | 31,092 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $1,987,785 | 29,340 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $1,281,250 | 28,542 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $1,602,182 | 25,480 | Shares | Defined | 2024-10-29 | |
| 2024-06-30 | $1,677,303 | 28,400 | Shares | Defined | 2024-07-29 | |
| 2023-12-31 | $214,692 | 2,719 | Shares | Sole | 2024-02-01 | |
| No filing history on record for this holder in this stock. | ||||||