WBCM
CVS icon

Wilson & Boucher Capital Management’s CVS Health CVS Stock Holding History

Wilson & Boucher Capital 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 		$698K Sell
6,750
-100
-1% -$8.93K 0.41% 61
2026
Q1 		$492K Hold
6,850
– – 0.33% 74
2025
Q4 		$544K Hold
6,850
– – 0.36% 67
2025
Q3 		$516K Sell
6,850
-100
-1% -$6.85K 0.34% 73
2025
Q2 		$479K Sell
6,950
-200
-3% -$13.1K 0.33% 75
2025
Q1 		$484K Sell
7,150
-400
-5% -$23.9K 0.36% 75
2024
Q4 		$339K Sell
7,550
-1,050
-12% -$58.9K 0.24% 90
2024
Q3 		$541K Sell
8,600
-202
-2% -$11.8K 0.37% 71
2024
Q2 		$520K Sell
8,802
-50
-0.6% -$3.13K 0.4% 67
2024
Q1 		$706K Sell
8,852
-377
-4% -$28.8K 0.56% 58
2023
Q4 		$729K Hold
9,229
– – 0.61% 50
2023
Q3 		$644K Buy
9,229
+1
+0% +$71 0.61% 52
2023
Q2 		$638K Hold
9,228
– – 0.58% 51
2023
Q1 		$686K Sell
9,228
-25
-0.3% -$2.1K 0.66% 47
2022
Q4 		$862K Hold
9,253
– – 0.88% 39
2022
Q3 		$882K Sell
9,253
-99
-1% -$9.8K 1.03% 33
2022
Q2 		$867K Sell
9,352
-250
-3% -$24.4K 0.95% 38
2022
Q1 		$972K Sell
9,602
-400
-4% -$42K 0.88% 37
2021
Q4 		$1.03M Buy
+10,002
New +$924K 0.93% 34

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

Wilson & Boucher Capital Management's CVS Position: Q2 2026 in Review

Wilson & Boucher Capital Management reduced its CVS Health (CVS) stake by 1.5% in Q2 2026, selling an estimated $8.93K and leaving 6,750 shares worth $698K. The position accounts for 0.41% of the portfolio, ranked #61.

Wilson & Boucher Capital Management first reported a position in CVS in Q4 2021 and has held it in 19 quarters since. The position peaked at $1.03M in Q4 2021. 2,071 funds tracked by Wall St. Rank hold CVS as of Q2 2026.

  • Wilson & Boucher Capital Management held 6,750 shares of CVS Health worth $698K as of Q2 2026.
  • Wilson & Boucher Capital Management sold 100 CVS Health shares in Q2 2026, an estimated $8.93K.
  • CVS Health made up 0.41% of Wilson & Boucher Capital Management's portfolio in Q2 2026, its #61 holding.
  • Wilson & Boucher Capital Management first reported a position in CVS Health in Q4 2021 and has held it in 19 quarters since.
  • Wilson & Boucher Capital Management's CVS Health position peaked at $1.03M in Q4 2021.
  • 2,071 funds tracked by Wall St. Rank held CVS Health as of Q2 2026.

Based on Wilson & Boucher Capital Management's 13F filing for Q2 2026, filed 19 Aug 2026.