SEC 13F Intelligence

Letko, Brosseau & Associates Inc / CVS

Letko, Brosseau & Associates Inc’s Cvs Health Corp Position

Does Letko, Brosseau & Associates Inc own Cvs Health Corp (CVS)? Yes1.11M shares worth $80M (+1.29% of its 13F portfolio) as of Q1 2026, up from 1.11M shares the prior filed quarter.

Position Value
$80M
Q1 2026
Shares
1.11M
% of Portfolio
+1.29%
Quarters Held
22
currently held

Position History CVS

Reported value by quarter
Q4 ’20: $34MQ4 ’20Q1 ’21: $36MQ2 ’21: $39MQ3 ’21: $37MQ3 ’21Q4 ’21: $44MQ1 ’22: $42MQ2 ’22: $38MQ2 ’22Q3 ’22: $38MQ4 ’22: $36,833Q1 ’23: $38MQ1 ’23Q2 ’23: $36MQ3 ’23: $54MQ4 ’23: $60MQ4 ’23Q1 ’24: $61MQ2 ’24: $61MQ3 ’24: $68MQ3 ’24Q4 ’24: $50MQ1 ’25: $75MQ2 ’25: $77MQ2 ’25Q3 ’25: $84MQ4 ’25: $88MQ1 ’26: $80MQ1 ’26filingsflow.com
QuarterSharesValue% of Portfolio
Q1 20261.11M$80M+1.29%
Q4 20251.11M$88M+1.44%
Q3 20251.12M$84M+1.44%
Q2 20251.11M$77M+1.47%
Q1 20251.11M$75M+1.60%
Q4 20241.11M$50M+0.97%
Q3 20241.09M$68M+1.24%
Q2 20241.04M$61M+1.16%
Q1 2024759.2K$61M+1.05%
Q4 2023760.8K$60M+1.09%
Q3 2023771.1K$54M+1.05%
Q2 2023516.2K$36M+0.66%
Q1 2023505.3K$38M+0.70%
Q4 2022395.3K$36,833+0.66%
Q3 2022396.1K$38M+0.75%
Q2 2022405.6K$38M+0.67%
Q1 2022411.3K$42M+0.62%
Q4 2021424.0K$44M+0.63%
Q3 2021437.5K$37M+0.54%
Q2 2021464.8K$39M+0.52%
Q1 2021472.4K$36M+0.48%
Q4 2020492.9K$34M+0.46%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Letko, Brosseau & Associates Inc’s full portfolio or all institutional holders of CVS.