Salomon & Ludwin
CVS icon

Salomon & Ludwin’s CVS Health CVS Stock Holding History

Salomon & Ludwin’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 		$179K Sell
2,094
-51
-2% -$4.99K 0.01% 178
2026
Q2 		$225K Hold
2,145
– – 0.02% 167
2026
Q1 		$158K Hold
2,145
– – 0.01% 187
2025
Q4 		$173K Sell
2,145
-50
-2% -$3.94K 0.02% 177
2025
Q3 		$170K Buy
2,195
+634
+41% +$43.4K 0.02% 176
2025
Q2 		$104K Hold
1,561
– – 0.01% 187
2025
Q1 		$106K Hold
1,561
– – 0.01% 173
2024
Q4 		$70.1K Sell
1,561
-327
-17% -$18.3K 0.01% 216
2024
Q3 		$119K Sell
1,888
-84
-4% -$4.9K 0.01% 173
2024
Q2 		$116K Sell
1,972
-1,189
-38% -$74.4K 0.01% 178
2024
Q1 		$250K Sell
3,161
-170
-5% -$13K 0.02% 163
2023
Q4 		$233K Hold
3,331
– – 0.02% 166
2023
Q3 		$233K Sell
3,331
-7
-0.2% -$496 0.02% 166
2023
Q2 		$231K Buy
+3,338
New +$238K 0.02% 163
2023
Q1 		– Sell
-2,357
Closed -$220K – 166
2022
Q4 		$220K Buy
+2,357
New +$227K 0.03% 158
2020
Q2 		– Sell
-28
Closed -$2K – 104
2020
Q1 		$2K Hold
28
– – ﹤0.01% 211
2019
Q4 		$2K Buy
+28
New +$1.97K ﹤0.01% 221
2019
Q2 		– Sell
-45
Closed -$2K – 222
2019
Q1 		$2K Sell
45
-143
-76% -$8.83K ﹤0.01% 215
2018
Q4 		$12K Buy
+188
New +$14K ﹤0.01% 144

Other funds holding CVS

BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
Capital World Investors
Capital World Investors Los Angeles, California $824B AUM 37.44% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $187B AUM 13.73% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $704B AUM 26.74% 1-Year Est. Return

Salomon & Ludwin's CVS Position: Q3 2026 in Review

Salomon & Ludwin reduced its CVS Health (CVS) stake by 2.4% in Q3 2026, selling an estimated $4.99K and leaving 2,094 shares worth $179K. The position accounts for 0.01% of the portfolio, ranked #178.

Salomon & Ludwin first reported a position in CVS in Q4 2018 and has held it in 19 quarters since. The position peaked at $250K in Q1 2024. 1,724 funds tracked by Wall St. Rank hold CVS as of Q3 2026.

  • Salomon & Ludwin held 2,094 shares of CVS Health worth $179K as of Q3 2026.
  • Salomon & Ludwin sold 51 CVS Health shares in Q3 2026, an estimated $4.99K.
  • CVS Health made up 0.01% of Salomon & Ludwin's portfolio in Q3 2026, its #178 holding.
  • Salomon & Ludwin first reported a position in CVS Health in Q4 2018 and has held it in 19 quarters since.
  • Salomon & Ludwin's CVS Health position peaked at $250K in Q1 2024.
  • 1,724 funds tracked by Wall St. Rank held CVS Health as of Q3 2026.

Based on Salomon & Ludwin's 13F filing for Q3 2026, filed 29 Oct 2026.