AFS
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Axiom Financial Strategies’s CVS Health CVS Stock Holding History

Axiom Financial Strategies’s Portfolio CVS Stock Details CVS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$282K Buy
3,922
+284
+8% +$21.9K 0.1% 27
2025
Q4 		$289K Hold
3,638
– – 0.12% 41
2025
Q3 		$274K Buy
3,638
+321
+10% +$22K 0.12% 43
2025
Q2 		$229K Buy
+3,317
New +$218K 0.13% 36

Other funds holding CVS

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Axiom Financial Strategies's CVS Position: Q1 2026 in Review

Axiom Financial Strategies increased its CVS Health (CVS) stake by 7.8% in Q1 2026, buying an estimated $21.9K and bringing the position to 3,922 shares worth $282K. The position accounts for 0.1% of the portfolio, ranked #27.

Axiom Financial Strategies first reported a position in CVS in Q2 2025 and has held it in 4 quarters since. The position peaked at $289K in Q4 2025. 1,867 funds tracked by Wall St. Rank hold CVS as of Q1 2026.

  • Axiom Financial Strategies held 3,922 shares of CVS Health worth $282K as of Q1 2026.
  • Axiom Financial Strategies bought 284 CVS Health shares in Q1 2026, an estimated $21.9K.
  • CVS Health made up 0.1% of Axiom Financial Strategies's portfolio in Q1 2026, its #27 holding.
  • Axiom Financial Strategies first reported a position in CVS Health in Q2 2025 and has held it in 4 quarters since.
  • Axiom Financial Strategies's CVS Health position peaked at $289K in Q4 2025.
  • 1,867 funds tracked by Wall St. Rank held CVS Health as of Q1 2026.

Based on Axiom Financial Strategies's 13F filing for Q1 2026, filed 21 Apr 2026.