Position in CVS
as of Jun 30, 2026
· filed Jul 16, 2026
Position Value
$310,350
+$23,070 QoQ
Shares Held
3,000
-25.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.26%
of 13F equity value
Holder Rank
#1,475
of 2,054 holders
Holding Since
Mar 2020
18 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, 2026LINCOLN CAPITAL CORP holds $2,372,925 across 3 Healthcare Plans names. CVS ranks #2 (13.1% of the industry book) .
All Filings in CVS
Export CSV
18 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $310,350 | 3,000 | Shares | Sole | 2026-07-16 | |
| 2026-03-31 | $287,280 | 4,000 | Shares | Sole | 2026-04-16 | |
| 2024-03-31 | $330,206 | 4,140 | Shares | Sole | 2024-04-16 | |
| 2023-12-31 | $208,454 | 2,640 | Shares | Sole | 2024-01-18 | |
| 2023-06-30 | $235,940 | 3,413 | Shares | Sole | 2023-07-27 | |
| 2023-03-31 | $253,620 | 3,413 | Shares | Sole | 2023-04-21 | |
| 2022-12-31 | $3,499,284 | 37,550 | Shares | Sole | 2023-01-20 | |
| 2022-09-30 | $3,638,460 | 38,151 | Shares | Sole | 2022-10-24 | |
| 2022-06-30 | $3,563,332 | 38,456 | Shares | Sole | 2022-07-22 | |
| 2022-03-31 | $6,931,265 | 68,484 | Shares | Sole | 2022-04-19 | |
| 2021-12-31 | $7,282,580 | 70,595 | Shares | Sole | 2022-01-24 | |
| 2021-09-30 | $5,999,771 | 70,702 | Shares | Sole | 2021-10-18 | |
| 2021-06-30 | $6,216,697 | 74,505 | Shares | Sole | 2021-07-22 | |
| 2021-03-31 | $5,742,757 | 76,336 | Shares | Sole | 2021-04-20 | |
| 2020-12-31 | $4,987,539 | 73,024 | Shares | Sole | 2021-02-05 | |
| 2020-09-30 | $4,450,722 | 76,211 | Shares | Sole | 2020-11-04 | |
| 2020-06-30 | $4,924,076 | 75,790 | Shares | Sole | 2020-07-22 | |
| 2020-03-31 | $4,338,506 | 73,125 | Shares | Sole | 2020-04-16 | |
| No filing history on record for this holder in this stock. | ||||||