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Lawood & Co’s CVS Health CVS Stock Holding History

Lawood & Co’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
Q3 		$252K Sell
2,940
-155
-5% -$15.2K 0.17% 87
2026
Q2 		$320K Hold
3,095
– – 0.22% 76
2026
Q1 		$222K Sell
3,095
-125
-4% -$9.63K 0.21% 87
2025
Q4 		$256K Buy
+3,220
New +$254K 0.24% 81

Other funds holding CVS

HCM
Hamlin Capital Management New York $4.04B AUM 11.59% 1-Year Est. Return
CAM
Cacti Asset Management Atlanta, Georgia $1.89B AUM 58.55% 1-Year Est. Return
MSV
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
CA
CapWealth Advisors Franklin, Tennessee $1.32B AUM 21.6% 1-Year Est. Return
DLA
Douglas Lane & Associates New York $7.46B AUM 24.36% 1-Year Est. Return
ACM
Argent Capital Management St Louis, Missouri $3.14B AUM 31.36% 1-Year Est. Return
TFA
Toth Financial Advisory Leesburg, Virginia $1B AUM 19.18% 1-Year Est. Return
PNC
Park National Corp Newark, Ohio $3.69B AUM 18.32% 1-Year Est. Return
AIM
Artemis Investment Management Edinburgh, United Kingdom $11.5B AUM 61.77% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Lawood & Co's CVS Position: Q3 2026 in Review

Lawood & Co reduced its CVS Health (CVS) stake by 5% in Q3 2026, selling an estimated $15.2K and leaving 2,940 shares worth $252K. The position accounts for 0.17% of the portfolio, ranked #87.

Lawood & Co first reported a position in CVS in Q4 2025 and has held it in 4 quarters since. The position peaked at $320K in Q2 2026. 93 funds tracked by Wall St. Rank hold CVS as of Q3 2026.

  • Lawood & Co held 2,940 shares of CVS Health worth $252K as of Q3 2026.
  • Lawood & Co sold 155 CVS Health shares in Q3 2026, an estimated $15.2K.
  • CVS Health made up 0.17% of Lawood & Co's portfolio in Q3 2026, its #87 holding.
  • Lawood & Co first reported a position in CVS Health in Q4 2025 and has held it in 4 quarters since.
  • Lawood & Co's CVS Health position peaked at $320K in Q2 2026.
  • 93 funds tracked by Wall St. Rank held CVS Health as of Q3 2026.

Based on Lawood & Co's 13F filing for Q3 2026, filed 9 Oct 2026.