FSM Wealth Advisors, LLC

Position in CVS — CVS HEALTH Corp

CIK 1942548 CLEVELAND, OH

Position in CVS

as of Jun 30, 2026 · filed Jul 15, 2026 Compact

Position Value

$1,156,984

+$401,151 QoQ

Shares Held

11,184

+6.3% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.45%

of 13F equity value

Holder Rank

#915

of 2,051 holders

Holding Since

Sep 2022

8 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Healthcare · as of Jun 30, 2026

FSM Wealth Advisors, LLC holds $2,955,206 across 4 Healthcare Plans names. CVS ranks #2 (39.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	UNH	Unitedhealth Group Inc	2,903	$1,206,573
2	CVS	CVS HEALTH Corp This page	11,184	$1,156,984
3	ELV	Elevance Health, Inc.	832	$321,759
4	CI	Cigna Group	979	$269,890

8 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,156,984	11,184	+6.3%	Shares	Sole	2026-07-15
2026-03-31	$755,833	10,524	+0.3%	Shares	Sole	2026-04-27
2025-12-31	$832,883	10,495	+2.9%	Shares	Sole	2026-01-23
2025-09-30	$769,204	10,203	+2.9%	Shares	Sole	2025-10-17
2025-06-30	$683,867	9,914	+243.2%	Shares	Sole	2025-07-31
2023-03-31	$214,681	2,889	+6.4%	Shares	Sole	2023-04-24
2022-12-31	$253,010	2,715	+0.6%	Shares	Sole	2023-01-19
2022-09-30	$257,403	2,699	—	Shares	Sole	2022-10-24
No filing history on record for this holder in this stock.