SEC 13F Intelligence

Amj Financial Wealth Management / ELV

Amj Financial Wealth Management’s Elevance Health Inc Formerly Position

Does Amj Financial Wealth Management own Elevance Health Inc Formerly (ELV)? Not currently — the last reported position was 8.2K shares worth $3M in Q3 2021; the fund’s latest 13F (Q1 2026) no longer reports it.

Position Value
$3M
Q3 2021
Shares
8.2K
% of Portfolio
+1.25%
Quarters Held
2
position exited

Position History ELV

Reported value by quarter
Q2 ’21: $3MQ2 ’21Q3 ’21: $3MQ3 ’21filingsflow.com
QuarterSharesValue% of Portfolio
Q3 20218.2K$3M+1.25%
Q2 20216.9K$3M+1.14%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Amj Financial Wealth Management’s full portfolio or all institutional holders of ELV.