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Livermore
Livermore
ZHEN

Westmount Partners, LLC

SEC CIK
0002051491
Latest filing
Jul 7, 2026

CVS holding history

CVS Health Corp in every 13F filed by Westmount Partners, 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)
3,513
Value
$363.5K
% of portfolio
0.1%
Quarters held
14
Since Q4 2022
Holdings of CVS by Westmount Partners, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20263,513$363.5K0.1%−19−0.5%ReducedHolders
Q1 20263,532$253.7K0.1%+39+1.1%AddedHolders
Q4 20253,493$277.2K0.1%00.0%UnchangedHolders
Q3 20253,493$268.5K0.1%00.0%UnchangedHolders
Q2 20253,493$241.0K0.1%00.0%UnchangedHolders
Q1 20253,493$236.7K0.1%+3,493NewHolders
Q4 20240$00.0%−3,361−100.0%Sold outHolders
Q3 20243,361$211.3K0.1%−332−9.0%ReducedHolders
Q2 20243,693$214.7K0.1%+29+0.8%AddedHolders
Q1 20243,664$292.2K0.1%00.0%UnchangedHolders
Q4 20233,664$289.3K0.1%−40−1.1%ReducedHolders
Q3 20233,704$258.6K0.1%−12−0.3%ReducedHolders
Q2 20233,716$256.9K0.1%+40+1.1%AddedHolders
Q1 20233,676$273.2K0.1%+290+8.6%AddedHolders
Q4 20223,386$315.5K0.2%–No prior filingHolders