JWM
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JPL Wealth Management’s CVS Health CVS Stock Holding History

JPL 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 		$90.1K Buy
+1,254
New +$96.6K 0.02% 168
2025
Q4 		– Sell
-1,214
Closed -$91.5K – 356
2025
Q3 		$91.5K Buy
+1,214
New +$83.2K 0.02% 178

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

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

JPL Wealth Management opened a new position in CVS Health (CVS) in Q1 2026: 1,254 shares worth $90.1K. The stake represents 0.02% of the portfolio and ranks #168 among its holdings. This is a return to the name: JPL Wealth Management previously reported a position in CVS as recently as Q3 2025.

JPL Wealth Management first reported a position in CVS in Q3 2025 and has held it in 2 quarters since. The position peaked at $91.5K in Q3 2025. 1,865 funds tracked by Wall St. Rank hold CVS as of Q1 2026.

  • JPL Wealth Management held 1,254 shares of CVS Health worth $90.1K as of Q1 2026.
  • CVS Health was a new JPL Wealth Management position in Q1 2026.
  • CVS Health made up 0.02% of JPL Wealth Management's portfolio in Q1 2026, its #168 holding.
  • JPL Wealth Management first reported a position in CVS Health in Q3 2025 and has held it in 2 quarters since.
  • JPL Wealth Management's CVS Health position peaked at $91.5K in Q3 2025.
  • 1,865 funds tracked by Wall St. Rank held CVS Health as of Q1 2026.

Based on JPL Wealth Management's 13F filing for Q1 2026, filed 8 May 2026.