GWM
CVS icon

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
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