Steven Romick - First Pacific Advisors,
Period:    Q1 2026
Portfolio date:    31 Mar 2026
No. of stocks:    83
Portfolio value:    $6,998,758,247
Holdings Activity Buys Sells    History
Holding/activity history for  CVS Health Corp. (CVS)
Period Shares % of Portfolio Activity % Change to Portfolio Reported Price Value Filing
2018   Q3 0 0.00 Sell 100.00% 0.02 SEC
2018   Q2 52,660 0.02 $64.36 $3,389,000 SEC
2018   Q1 52,660 0.03 Reduce 14.46% <0.01 $62.21 $3,276,000 SEC
2017   Q4 61,560 0.03 Reduce 85.50% 0.24 $72.50 $4,463,000 SEC
2017   Q3 424,652 0.28 Reduce 1.95% <0.01 $81.32 $34,533,000 SEC
2017   Q2 433,092 0.28 Add 164.76% 0.17 $80.46 $34,847,000 SEC
2017   Q1 163,580 0.11 Add 1.10% <0.01 $78.50 $12,841,000 SEC
2016   Q4 161,800 0.11 Add 23.01% 0.02 $78.91 $12,768,000 SEC
2016   Q3 131,530 0.10 Add 15.19% 0.01 $88.99 $11,705,000 SEC
2016   Q2 114,190 0.10 Add 7.58% <0.01 $95.74 $10,933,000 SEC
2016   Q1 106,140 0.10 Reduce 16.62% 0.02 $103.73 $11,010,000 SEC
2015   Q4 127,300 0.12 Reduce 81.32% 0.47 $97.77 $12,446,000 SEC
2015   Q3 681,570 0.58 Reduce 85.25% 3.43 $96.48 $65,758,000 SEC
2015   Q2 4,621,500 4.02 Reduce 0.17% <0.01 $104.88 $484,703,000 SEC
2015   Q1 4,629,500 4.04 Reduce 32.76% 1.76 $103.21 $477,811,000 SEC
2014   Q4 6,885,500 5.37 Reduce 8.99% 0.46 $96.31 $663,143,000 SEC
2014   Q3 7,565,900 5.15 Add 0.92% 0.05 $79.59 $602,170,000 SEC
2014   Q2 7,497,100 4.73 Add 0.35% 0.02 $75.37 $565,057,000 SEC
2014   Q1 7,470,700 5.05 Add 0.26% 0.01 $74.86 $559,257,000 SEC
2013   Q4 7,451,000 5.18 Add 1.14% 0.06 $71.57 $533,268,000 SEC
2013   Q3 7,367,300 4.47 Add 0.13% <0.01 $56.75 $418,095,000 SEC
2013   Q2 7,357,900 4.65 Add 0.44% 0.02 $57.18 $420,725,000 SEC
2013   Q1 7,325,600 4.53 Add 1.43% 0.06 $54.99 $402,835,000 SEC
2012   Q4 7,222,500 4.38 Reduce 7.20% 0.35 $48.35 $349,208,000 SEC
2012   Q3 7,782,900 4.80 Reduce 4.19% 0.21 $48.42 $376,848,000 SEC
2012   Q2 8,122,900 4.98 Add 0.29% 0.01 $46.73 $379,583,000 SEC
2012   Q1 8,099,700 5.18 Reduce 2.39% 0.12 $44.80 $362,867,000 SEC
2011   Q4 8,297,800 5.23 Add 2.92% 0.15 $40.78 $338,384,000 SEC
2011   Q3 8,062,300 4.93 Add 18.07% 0.75 $33.58 $270,732,000 SEC
2011   Q2 6,828,300 4.25 Add 0.49% 0.02 $37.58 $256,607,000 SEC
2011   Q1 6,795,300 5.26 Add 38.27% 1.46 $34.32 $233,215,000 SEC
2010   Q4 4,914,485 4.57 Add 701.19% 4.00 $34.77 $170,877,000 SEC
2010   Q3 613,400 0.61 Add 1.12% <0.01 $31.47 $19,304,000 SEC
2010   Q2 606,600 0.71 $29.32 $17,786,000 SEC
2010   Q1 606,600 0.78 Buy 0.78 $36.56 $22,177,000 SEC