CVS CVS CAREMARK CORP Com

Ownership history in EDGAR LOMAX CO/VA  ·  50 quarters on record

AI Ownership Summary

EDGAR LOMAX CO/VA reported CVS CAREMARK CORP Com (CVS) in 50 quarterly 13F filings from 2023 Q4 through 2025 Q4. Peak portfolio weight reached 5.51% in 2025 Q3. The latest visible filing shows CVS at 5.50% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this CVS ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was EDGAR LOMAX CO/VA's position in CVS CAREMARK CORP Com, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q4

CVS was reported at 5.50% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
5.51% in 2025 Q3

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q4 to 2025 Q4

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How EDGAR LOMAX CO/VA held CVS — position size vs. price
% of Fund (quarterly)    CVS price (quarter-end, indexed to 100)
📋 Quarterly Holdings History 9 quarters  
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 REDUCED 912,700 -20,865 -2.2% 5.50% $72.4M 2026-02-14 (Est.) $78.48
2025 Q3 REDUCED 933,565 -273,260 -22.6% 5.51% $70.4M 2025-11-12 $79.61
2025 Q2 REDUCED 1,206,825 -19,410 -1.6% 5.27% $83.2M 2025-08-12 $64.45
2025 Q1 ADDED 1,226,235 +339,405 +38.3% 5.20% $83.1M 2025-05-14 $58.43
2024 Q4 REDUCED 886,830 -13,615 -1.5% 2.57% $39.8M 2025-02-13 $63.93
2024 Q3 REDUCED 900,445 -14,235 -1.6% 3.46% $56.6M 2024-11-14 $52.40
2024 Q2 REDUCED 914,680 -15,155 -1.6% 3.50% $54.0M 2024-08-13 $52.51
2024 Q1 ADDED 929,835 +363,391 +64.2% 4.58% $74.2M 2024-05-14 $52.09
2023 Q4 REDUCED 566,444 -25,255 -4.3% 2.92% $44.7M 2024-02-09 $70.31
41 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

FAQ About EDGAR LOMAX CO/VA and CVS

These are the practical questions this page is built to answer before you even open the full history table.

How long has EDGAR LOMAX CO/VA reported owning CVS?

EDGAR LOMAX CO/VA reported CVS across 9 quarterly 13F filings, from 2023 Q4 through 2025 Q4.

What was the largest reported CVS position in EDGAR LOMAX CO/VA's portfolio?

The largest reported portfolio weight for CVS was 5.51% in 2025 Q3.

What is the latest reported CVS position on this page?

The most recent filing on this page is 2025 Q4, when EDGAR LOMAX CO/VA reported 912,700 shares, equal to 5.50% of portfolio, with an estimated market value of $72.4M.

What does the chart on this CVS ownership page compare?

The chart compares EDGAR LOMAX CO/VA's quarterly CVS portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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