Gibbs Wealth Management’s CVS Health CVS Stock Holding History

Gibbs Wealth Management’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	$2.19M	Buy	30,430 +15,937	+110%	+$1.23M	0.29%	60
2025 Q4	$1.16M	Sell	14,493 -1,153	-7%	-$90.9K	0.28%	72
2025 Q3	$1.18M	Sell	15,646 -3,108	-17%	-$213K	0.27%	83
2025 Q2	$1.29M	Buy	18,754 +2,132	+13%	+$140K	0.25%	88
2025 Q1	$1.13M	Buy	16,622 +2,989	+22%	+$179K	0.27%	89
2024 Q4	$612K	Sell	13,633 -4,652	-25%	-$261K	0.17%	137
2024 Q3	$1.15M	Buy	18,285 +4,227	+30%	+$247K	0.37%	63
2024 Q2	$830K	Buy	14,058 +8,496	+153%	+$531K	0.34%	72
2024 Q1	$444K	Buy	+5,562	New	+$425K	0.26%	100

Other funds holding CVS

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Gibbs Wealth Management's CVS Position: Q1 2026 in Review

Gibbs Wealth Management increased its CVS Health (CVS) stake by 110% in Q1 2026, buying an estimated $1.23M and bringing the position to 30,430 shares worth $2.19M. The position accounts for 0.29% of the portfolio, ranked #60.

Gibbs Wealth Management first reported a position in CVS in Q1 2024 and has held it in 9 quarters since. 1,880 funds tracked by Wall St. Rank hold CVS as of Q1 2026.

Gibbs Wealth Management held 30,430 shares of CVS Health worth $2.19M as of Q1 2026.
Gibbs Wealth Management bought 15,937 CVS Health shares in Q1 2026, an estimated $1.23M.
CVS Health made up 0.29% of Gibbs Wealth Management's portfolio in Q1 2026, its #60 holding.
Gibbs Wealth Management first reported a position in CVS Health in Q1 2024 and has held it in 9 quarters since.
1,880 funds tracked by Wall St. Rank held CVS Health as of Q1 2026.

Based on Gibbs Wealth Management's 13F filing for Q1 2026, filed 13 May 2026.