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 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 New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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

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

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

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

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

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

Wilson & Boucher Capital Management's CVS Position: Q1 2026 in Review

Wilson & Boucher Capital Management held its CVS Health (CVS) position steady in Q1 2026 at 6,850 shares worth $492K. The position accounts for 0.33% of the portfolio, ranked #74.

Wilson & Boucher Capital Management first reported a position in CVS in Q4 2021 and has held it in 18 quarters since. The position peaked at $1.03M in Q4 2021. 1,868 funds tracked by Wall St. Rank hold CVS as of Q1 2026.

Wilson & Boucher Capital Management held 6,850 shares of CVS Health worth $492K as of Q1 2026.
Wilson & Boucher Capital Management left its CVS Health share count unchanged in Q1 2026.
CVS Health made up 0.33% of Wilson & Boucher Capital Management's portfolio in Q1 2026, its #74 holding.
Wilson & Boucher Capital Management first reported a position in CVS Health in Q4 2021 and has held it in 18 quarters since.
Wilson & Boucher Capital Management's CVS Health position peaked at $1.03M in Q4 2021.
1,868 funds tracked by Wall St. Rank held CVS Health as of Q1 2026.

Based on Wilson & Boucher Capital Management's 13F filing for Q1 2026, filed 18 May 2026.