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Livermore
Livermore
ZHEN

GWM Advisors LLC

SEC CIK
0001633516
Latest filing
Aug 12, 2026

CVS holding history

CVS Health Corp in every 13F filed by GWM Advisors LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

CVS overviewAll 13F holders of CVSFull Q2 2026 holdings

Shares (Q2 2026)
182,038
Value
$18.8M
% of portfolio
0.1%
Quarters held
22
Since Q1 2021
Holdings of CVS by GWM Advisors LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 2026182,038$18.8M0.1%+51,116+39.0%AddedHolders
Q1 2026130,922$9.40M<0.1%+23,233+21.6%AddedHolders
Q4 2025107,689$8.55M<0.1%+24,608+29.6%AddedHolders
Q3 202583,081$6.26M<0.1%−2,188−2.6%ReducedHolders
Q2 202585,269$5.88M<0.1%−13,907−14.0%ReducedHolders
Q1 202599,176$6.72M<0.1%+41,871+73.1%AddedHolders
Q4 202457,305$2.57M<0.1%−4,749−7.7%ReducedHolders
Q3 202462,054$3.90M<0.1%−4,149−6.3%ReducedHolders
Q2 202466,203$3.91M<0.1%−1,889−2.8%ReducedHolders
Q1 202468,092$5.43M<0.1%+8,256+13.8%AddedHolders
Q4 202359,836$4.62M<0.1%−14,105−19.1%ReducedHolders
Q3 202373,941$5.16M0.1%−24,159−24.6%ReducedHolders
Q2 202398,100$6.78M0.1%−16,228−14.2%ReducedHolders
Q1 2023114,328$8.41M0.1%−297,551−72.2%ReducedHolders
Q4 2022411,879$9.70M0.3%+14,968+3.8%AddedHolders
Q3 2022396,911$37.9M0.6%+24,671+6.6%AddedHolders
Q2 2022372,240$34.5M0.6%+14,831+4.1%AddedHolders
Q1 2022357,409$36.2M0.6%+295,071+473.3%AddedHolders
Q4 202162,338$6.43M0.1%+28,145+82.3%AddedHolders
Q3 202134,193$2.90M0.1%+1,075+3.2%AddedHolders
Q2 202133,118$2.76M0.1%+2,132+6.9%AddedHolders
Q1 202130,986$2.33M0.1%––Holders

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.