Position in CVS
as of Mar 31, 2026
· filed May 13, 2026
Position Value
$2,185,482
+$1,035,318 QoQ
Shares Held
30,430
+110.0% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.47%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2024
9 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in CVS Over Time
Shares Held
Position Value (USD)
Position in Healthcare Plans
Healthcare · as of Mar 31, 2026Gibbs Wealth Management holds $5,329,900 across 4 Healthcare Plans names. CVS ranks #1 (41.0% of the industry book) .
All Filings in CVS
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9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $2,185,482 | 30,430 | Shares | Other | 2026-05-13 | |
| 2025-12-31 | $1,150,164 | 14,493 | Shares | Other | 2026-01-23 | |
| 2025-09-30 | $1,179,551 | 15,646 | Shares | Other | 2025-10-30 | |
| 2025-06-30 | $1,293,650 | 18,754 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $1,126,140 | 16,622 | Shares | Other | 2025-11-04 | |
| 2024-12-31 | $611,985 | 13,633 | Shares | Other | 2025-11-04 | |
| 2024-09-30 | $1,149,760 | 18,285 | Shares | Other | 2025-11-04 | |
| 2024-06-30 | $830,265 | 14,058 | Shares | Other | 2025-11-04 | |
| 2024-03-31 | $443,625 | 5,562 | Shares | Other | 2025-11-04 | |
| No filing history on record for this holder in this stock. | ||||||