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First Western Trust Bank’s CVS Health CVS Stock Holding History

First Western Trust Bank’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 		$337K Buy
4,697
+447
+11% +$34.4K 0.02% 161
2025
Q4 		$337K Sell
4,250
-2
-0% -$158 0.02% 154
2025
Q3 		$321K Sell
4,252
-80
-2% -$5.48K 0.01% 152
2025
Q2 		$299K Sell
4,332
-308
-7% -$20.2K 0.01% 153
2025
Q1 		$314K Sell
4,640
-231
-5% -$13.8K 0.02% 148
2024
Q4 		$219K Sell
4,871
-44
-0.9% -$2.47K 0.01% 186
2024
Q3 		$309K Sell
4,915
-430
-8% -$25.1K 0.01% 156
2024
Q2 		$316K Sell
5,345
-138
-3% -$8.63K 0.02% 149
2024
Q1 		$437K Sell
5,483
-284
-5% -$21.7K 0.02% 134
2023
Q4 		$455K Buy
+5,767
New +$410K 0.02% 131
2023
Q3 		– Sell
-2,958
Closed -$204K – 172
2023
Q2 		$204K Sell
2,958
-544
-16% -$38.7K 0.01% 183
2023
Q1 		$260K Sell
3,502
-65
-2% -$5.45K 0.01% 170
2022
Q4 		$332K Buy
3,567
+483
+16% +$46.6K 0.02% 149
2022
Q3 		$294K Buy
3,084
+151
+5% +$14.9K 0.02% 137
2022
Q2 		$274K Buy
2,933
+29
+1% +$2.83K 0.02% 146
2022
Q1 		$301K Buy
+2,904
New +$305K 0.02% 153

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

First Western Trust Bank's CVS Position: Q1 2026 in Review

First Western Trust Bank increased its CVS Health (CVS) stake by 11% in Q1 2026, buying an estimated $34.4K and bringing the position to 4,697 shares worth $337K. The position accounts for 0.02% of the portfolio, ranked #161.

First Western Trust Bank first reported a position in CVS in Q1 2022 and has held it in 16 quarters since. The position peaked at $455K in Q4 2023. 1,866 funds tracked by Wall St. Rank hold CVS as of Q1 2026.

  • First Western Trust Bank held 4,697 shares of CVS Health worth $337K as of Q1 2026.
  • First Western Trust Bank bought 447 CVS Health shares in Q1 2026, an estimated $34.4K.
  • CVS Health made up 0.02% of First Western Trust Bank's portfolio in Q1 2026, its #161 holding.
  • First Western Trust Bank first reported a position in CVS Health in Q1 2022 and has held it in 16 quarters since.
  • First Western Trust Bank's CVS Health position peaked at $455K in Q4 2023.
  • 1,866 funds tracked by Wall St. Rank held CVS Health as of Q1 2026.

Based on First Western Trust Bank's 13F filing for Q1 2026, filed 12 May 2026.