William B. Walkup & Associates, Inc.

Position in CVS — CVS HEALTH Corp

CIK 2034054 COLUMBIA, SC

Position in CVS

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

Position Value

$2,120,621

+$600,767 QoQ

Shares Held

20,499

-3.1% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

1.02%

of 13F equity value

Holder Rank

#736

of 2,054 holders

Holding Since

Jun 2024

9 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Healthcare · as of Jun 30, 2026

William B. Walkup & Associates, Inc. holds $6,588,833 across 3 Healthcare Plans names. CVS ranks #2 (32.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	UNH	Unitedhealth Group Inc	10,383	$4,315,486
2	CVS	CVS HEALTH Corp This page	20,499	$2,120,621
3	CI	Cigna Group	554	$152,726

9 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$2,120,621	20,499	-3.1%	Shares	Sole	2026-07-30
2026-03-31	$1,519,854	21,162	+4.1%	Shares	Sole	2026-04-20
2025-12-31	$1,612,992	20,325	-3.9%	Shares	Sole	2026-02-17
2025-09-30	$1,594,196	21,146	0.0%	Shares	Sole	2025-10-29
2025-06-30	$1,458,651	21,146	-0.1%	Shares	Sole	2025-08-12
2025-03-31	$1,433,725	21,162	+2.2%	Shares	Sole	2025-05-13
2024-12-31	$929,402	20,704	-2.8%	Shares	Sole	2025-02-14
2024-09-30	$1,339,909	21,309	-0.8%	Shares	Sole	2024-11-15
2024-06-30	$1,268,904	21,485	—	Shares	Sole	2024-08-16
No filing history on record for this holder in this stock.