Lawson Kroeker Investment Management’s CVS Health CVS Stock Holding History

Lawson Kroeker Investment 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
2025 Q4	–	Sell	-7,224	Closed	-$545K	–	69
2025 Q3	$545K	Hold	7,224	–	–	0.1%	75
2025 Q2	$498K	Sell	7,224 -1,629	-18%	-$107K	0.09%	76
2025 Q1	$600K	Hold	8,853	–	–	0.11%	72
2024 Q4	$397K	Hold	8,853	–	–	0.07%	81
2024 Q3	$557K	Sell	8,853 -1,377	-13%	-$80.3K	0.1%	74
2024 Q2	$604K	Hold	10,230	–	–	0.12%	73
2024 Q1	$816K	Sell	10,230 -300	-3%	-$22.9K	0.15%	69
2023 Q4	$831K	Hold	10,530	–	–	0.17%	68
2023 Q3	$735K	Hold	10,530	–	–	0.16%	69
2023 Q2	$728K	Hold	10,530	–	–	0.17%	64
2023 Q1	$782K	Buy	+10,530	New	+$883K	0.18%	70
2013 Q3	–	Sell	-4,000	Closed	-$229K	–	77
2013 Q2	$229K	Buy	+4,000	New	+$232K	0.08%	78

Other funds holding CVS

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

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Lawson Kroeker Investment Management's CVS Position: Q4 2025 in Review

Lawson Kroeker Investment Management sold out of CVS Health (CVS) in Q4 2025, closing a stake of 7,224 shares — an estimated $545K sold.

Lawson Kroeker Investment Management first reported a position in CVS in Q2 2013 and held it in 12 quarters. The position peaked at $831K in Q4 2023. 1,948 funds tracked by Wall St. Rank hold CVS as of Q4 2025.

Lawson Kroeker Investment Management reported no remaining CVS Health position as of Q4 2025 after selling out during the quarter.
Lawson Kroeker Investment Management sold 7,224 CVS Health shares in Q4 2025, an estimated $545K.
Lawson Kroeker Investment Management first reported a position in CVS Health in Q2 2013 and held it in 12 quarters.
Lawson Kroeker Investment Management's CVS Health position peaked at $831K in Q4 2023.
1,948 funds tracked by Wall St. Rank held CVS Health as of Q4 2025.

Based on Lawson Kroeker Investment Management's 13F filing for Q4 2025, filed 20 Jan 2026.