Position in CVS
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$2,017,275
+$1,306,731 QoQ
Shares Held
19,500
+72.6% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.11%
of 13F equity value
Holder Rank
#751
of 2,054 holders
Holding Since
Sep 2024
2 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, 2026LOCKHEED MARTIN INVESTMENT MANAGEMENT CO holds $8,156,130 across 2 Healthcare Plans names. CVS ranks #2 (24.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | UNH |
Unitedhealth Group Inc
|
14,770 | $6,138,855 | |
| 2 | CVS |
CVS HEALTH Corp
This page
|
19,500 | $2,017,275 |
All Filings in CVS
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2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,017,275 | 19,500 | Shares | Sole | 2026-08-12 | |
| 2024-09-30 | $710,544 | 11,300 | Shares | Sole | 2024-11-14 | |
| No filing history on record for this holder in this stock. | ||||||