LWM
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Lyell Wealth Management’s CVS Health CVS Stock Holding History

Lyell 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
Q2 		$363K Hold
3,512
– – 0.02% 183
2026
Q1 		$252K Hold
3,512
– – 0.02% 194
2025
Q4 		$279K Buy
3,512
+442
+14% +$34.8K 0.02% 190
2025
Q3 		$231K Hold
3,070
– – 0.02% 201
2025
Q2 		$212K Buy
+3,070
New +$201K 0.02% 210

Other funds holding CVS

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Lyell Wealth Management's CVS Position: Q2 2026 in Review

Lyell Wealth Management held its CVS Health (CVS) position steady in Q2 2026 at 3,512 shares worth $363K. The position accounts for 0.02% of the portfolio, ranked #183.

Lyell Wealth Management first reported a position in CVS in Q2 2025 and has held it in 5 quarters since. 2,069 funds tracked by Wall St. Rank hold CVS as of Q2 2026.

  • Lyell Wealth Management held 3,512 shares of CVS Health worth $363K as of Q2 2026.
  • Lyell Wealth Management left its CVS Health share count unchanged in Q2 2026.
  • CVS Health made up 0.02% of Lyell Wealth Management's portfolio in Q2 2026, its #183 holding.
  • Lyell Wealth Management first reported a position in CVS Health in Q2 2025 and has held it in 5 quarters since.
  • 2,069 funds tracked by Wall St. Rank held CVS Health as of Q2 2026.

Based on Lyell Wealth Management's 13F filing for Q2 2026, filed 5 Aug 2026.