Position in CVS
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$16,138
+$4,935 QoQ
Shares Held
156
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#1,941
of 2,054 holders
Holding Since
Dec 2025
3 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, 2026Lodestone Wealth Management LLC holds $1,382,900 across 4 Healthcare Plans names. CVS ranks #3 (1.2% of the industry book) .
All Filings in CVS
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3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $16,138 | 156 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $11,203 | 156 | Shares | Sole | 2026-05-01 | |
| 2025-12-31 | $12,380 | 156 | Shares | Sole | 2026-01-15 | |
| No filing history on record for this holder in this stock. | ||||||