Lowe Brockenbrough & Co’s CVS Health CVS Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$222K Sell
3,086
-1
-0% -$77 0.01% 264
2025
Q4
$245K Sell
3,087
-46
-1% -$3.63K 0.01% 268
2025
Q3
$236K Sell
3,133
-30
-0.9% -$2.06K 0.01% 270
2025
Q2
$218K Buy
3,163
+10
+0.3% +$656 0.01% 265
2025
Q1
$214K Sell
3,153
-23,272
-88% -$1.39M 0.01% 257
2024
Q4
$1.19M Sell
26,425
-29,471
-53% -$1.65M 0.08% 158
2024
Q3
$3.51M Sell
55,896
-40,451
-42% -$2.36M 0.22% 98
2024
Q2
$5.69M Sell
96,347
-16,765
-15% -$1.05M 0.38% 75
2024
Q1
$9.02M Buy
113,112
+19,961
+21% +$1.52M 0.61% 53
2023
Q4
$7.36M Sell
93,151
-18,790
-17% -$1.34M 0.57% 54
2023
Q3
$7.82M Sell
111,941
-1,625
-1% -$115K 0.61% 56
2023
Q2
$7.85M Buy
113,566
+1,594
+1% +$113K 0.59% 55
2023
Q1
$8.32M Buy
111,972
+920
+0.8% +$77.1K 0.67% 49
2022
Q4
$10.3M Buy
111,052
+3,646
+3% +$352K 0.9% 33
2022
Q3
$10.2M Sell
107,406
-8,957
-8% -$887K 0.99% 29
2022
Q2
$10.8M Sell
116,363
-7,678
-6% -$749K 0.94% 32
2022
Q1
$12.6M Sell
124,041
-2,000
-2% -$210K 0.93% 32
2021
Q4
$13M Buy
126,041
+2,965
+2% +$274K 0.95% 32
2021
Q3
$10.4M Buy
123,076
+383
+0.3% +$32.1K 0.81% 42
2021
Q2
$10.2M Buy
122,693
+2,425
+2% +$199K 0.92% 38
2021
Q1
$9.05M Buy
120,268
+3,245
+3% +$236K 0.88% 39
2020
Q4
$7.99M Buy
117,023
+9,455
+9% +$615K 0.87% 41
2020
Q3
$6.28M Buy
107,568
+6,920
+7% +$431K 0.78% 46
2020
Q2
$6.54M Buy
100,648
+86,582
+616% +$5.45M 0.88% 38
2020
Q1
$835K Sell
14,066
-484
-3% -$32.3K 0.14% 134
2019
Q4
$1.08M Buy
14,550
+333
+2% +$23.4K 0.13% 135
2019
Q3
$897K Sell
14,217
-1,469
-9% -$87K 0.12% 143
2019
Q2
$855K Sell
15,686
-41,013
-72% -$2.21M 0.12% 148
2019
Q1
$3.06M Buy
56,699
+8,790
+18% +$543K 0.43% 72
2018
Q4
$3.14M Buy
47,909
+19,688
+70% +$1.47M 0.51% 63
2018
Q3
$2.22M Buy
28,221
+109
+0.4% +$7.79K 0.31% 88
2018
Q2
$1.81M Buy
28,112
+670
+2% +$44.2K 0.27% 95
2018
Q1
$1.71M Buy
27,442
+1,663
+6% +$119K 0.25% 102
2017
Q4
$1.87M Sell
25,779
-1,195
-4% -$86.9K 0.27% 98
2017
Q3
$2.19M Sell
26,974
-2,934
-10% -$232K 0.34% 83
2017
Q2
$2.41M Sell
29,908
-3,577
-11% -$282K 0.38% 77
2017
Q1
$2.63M Sell
33,485
-64,089
-66% -$5.12M 0.42% 74
2016
Q4
$7.7M Sell
97,574
-15,418
-14% -$1.25M 1.29% 24
2016
Q3
$10.1M Buy
112,992
+3,146
+3% +$297K 1.73% 11
2016
Q2
$10.5M Buy
109,846
+2,285
+2% +$228K 1.83% 10
2016
Q1
$11.2M Sell
107,561
-4,575
-4% -$445K 1.92% 7
2015
Q4
$11M Sell
112,136
-745
-0.7% -$73K 1.87% 8
2015
Q3
$10.9M Buy
112,881
+2,246
+2% +$236K 1.9% 6
2015
Q2
$11.6M Sell
110,635
-3,270
-3% -$334K 1.87% 7
2015
Q1
$11.8M Sell
113,905
-2,944
-3% -$298K 1.85% 9
2014
Q4
$11.3M Sell
116,849
-7,531
-6% -$664K 1.79% 8
2014
Q3
$9.9M Sell
124,380
-2,227
-2% -$176K 1.58% 10
2014
Q2
$9.54M Sell
126,607
-1,707
-1% -$129K 1.52% 12
2014
Q1
$9.61M Sell
128,314
-3,510
-3% -$248K 1.6% 11
2013
Q4
$9.44M Sell
131,824
-7,034
-5% -$452K 1.56% 11
2013
Q3
$7.88M Buy
138,858
+336
+0.2% +$20K 1.43% 14
2013
Q2
$7.92M Buy
+138,522
New +$8.03M 1.47% 12

Other funds holding CVS

Lowe Brockenbrough & Co's CVS Position: Q1 2026 in Review

Lowe Brockenbrough & Co reduced its CVS Health (CVS) stake by 0.03% in Q1 2026, selling an estimated $77 and leaving 3,086 shares worth $222K. The position accounts for 0.01% of the portfolio, ranked #264.

Lowe Brockenbrough & Co first reported a position in CVS in Q2 2013 and has held it in 52 quarters since. The position peaked at $13M in Q4 2021. 1,865 funds tracked by Wall St. Rank hold CVS as of Q1 2026.

  • Lowe Brockenbrough & Co held 3,086 shares of CVS Health worth $222K as of Q1 2026.
  • Lowe Brockenbrough & Co sold 1 CVS Health share in Q1 2026, an estimated $77.
  • CVS Health made up 0.01% of Lowe Brockenbrough & Co's portfolio in Q1 2026, its #264 holding.
  • Lowe Brockenbrough & Co first reported a position in CVS Health in Q2 2013 and has held it in 52 quarters since.
  • Lowe Brockenbrough & Co's CVS Health position peaked at $13M in Q4 2021.
  • 1,865 funds tracked by Wall St. Rank held CVS Health as of Q1 2026.

Based on Lowe Brockenbrough & Co's 13F filing for Q1 2026, filed 7 May 2026.