Wallace Weitz - Weitz Investment Management
Period:    Q1 2026
Portfolio date:    31 Mar 2026
No. of stocks:    49
Portfolio value:    $1,432,543,452
Holdings Activity Buys Sells    History
Holding/activity history for  CVS Health Corp. (CVS)
← All CVS superinvestors
Period Shares % of Portfolio Activity % Change to Portfolio Price Value Filing
2017   Q4 0 0.00 Sell 100.00% 0.41 $66.45–83.88 · VW $76.34i SEC
2017   Q3 113,291 0.41 $81.32 $9,213,000 SEC
2017   Q2 113,291 0.43 Reduce 7.23% 0.03 $75.46–83.30 · VW $79.56i $9,115,000 SEC
2017   Q1 122,123 0.43 Add 0.79% <0.01 $74.05–82.90 · VW $79.80i $9,587,000 SEC
2016   Q4 121,162 0.41 Buy 0.41 $69.30–84.89 · VW $77.67i $9,561,000 SEC
2014   Q1 0 0.00 Sell 100.00% 0.03 $64.95–76.36 · VW $71.34i SEC
2013   Q4 10,000 0.03 Reduce 95.05% 0.47 $61.93–71.99 · VW $67.21i $716,000 SEC
2013   Q3 201,860 0.49 Add 0.33% <0.01 $56.32–62.91 · VW $60.50i $11,456,000 SEC
2013   Q2 201,200 0.54 Reduce 63.92% 0.96 $55.66–62.36 · VW $59.84i $11,505,000 SEC
2013   Q1 557,700 1.51 Reduce 32.31% 0.71 $50.21–58.50 · VW $55.63i $30,668,000 SEC
2012   Q4 823,960 2.20 Reduce 4.63% 0.05 $44.33–52.73 · VW $49.42i $39,838,000 SEC
2012   Q3 863,960 1.08 Reduce 10.28% 0.12 $43.65–49.23 · VW $46.43i $41,833,000 SEC
2012   Q2 962,970 1.13 Reduce 0.01% <0.01 $43.30–48.69 · VW $45.75i $45,000,000 SEC
2012   Q1 963,110 2.27 Reduce 4.51% 0.11 $41.93–45.88 · VW $44.14i $43,147,000 SEC
2011   Q4 1,008,570 2.34 Reduce 13.32% 0.30 $35.09–43.17 · VW $40.00i $41,129,000 SEC
2011   Q3 1,163,570 2.28 Add 34.59% 0.59 $31.30–37.50 · VW $35.04i $39,073,000 SEC
2011   Q2 864,510 1.72 Add 16.76% 0.25 $35.73–39.50 · VW $37.19i $32,488,000 SEC
2011   Q1 740,410 1.42 Buy 1.42 $32.08–36.91 · VW $35.07i $25,411,000 SEC
Price snapshot:
Current price$105.90
52-week low$57.05
52-week high$106.40