Caldwell Trust’s Labcorp LH Stock Holding History

Caldwell Trust’s Portfolio LH Stock Details LH Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$23.2K	Sell	87 -9	-9%	-$2.44K	﹤0.01%	574
2025 Q4	$24.1K	Hold	96	–	–	﹤0.01%	557
2025 Q3	$27.6K	Hold	96	–	–	﹤0.01%	538
2025 Q2	$25.2K	Hold	96	–	–	﹤0.01%	538
2025 Q1	$22.3K	Buy	96 +36	+60%	+$8.74K	﹤0.01%	548
2024 Q4	$13.8K	Hold	60	–	–	﹤0.01%	582
2024 Q3	$13.4K	Hold	60	–	–	﹤0.01%	589
2024 Q2	$12.2K	Hold	60	–	–	﹤0.01%	597
2024 Q1	$13.1K	Hold	60	–	–	﹤0.01%	599
2023 Q4	$13.6K	Hold	60	–	–	﹤0.01%	585
2023 Q3	$12.1K	Sell	60 -10	-14%	-$2.11K	﹤0.01%	602
2023 Q2	$14.5K	Hold	70	–	–	﹤0.01%	600
2023 Q1	$13.8K	Hold	70	–	–	﹤0.01%	592
2022 Q4	$14.1K	Hold	70	–	–	﹤0.01%	582
2022 Q3	$12.3K	Hold	70	–	–	﹤0.01%	583
2022 Q2	$14.1K	Hold	70	–	–	﹤0.01%	585
2022 Q1	$15.8K	Hold	70	–	–	﹤0.01%	595
2021 Q4	$18.9K	Hold	70	–	–	﹤0.01%	574
2021 Q3	$16.9K	Hold	70	–	–	﹤0.01%	580
2021 Q2	$16.6K	Hold	70	–	–	﹤0.01%	588
2021 Q1	$15.3K	Hold	70	–	–	﹤0.01%	588
2020 Q4	$12.2K	Hold	70	–	–	﹤0.01%	605
2020 Q3	$11.3K	Hold	70	–	–	﹤0.01%	599
2020 Q2	$9.97K	Hold	70	–	–	﹤0.01%	641
2020 Q1	$7.58K	Hold	70	–	–	﹤0.01%	666
2019 Q4	$10.2K	Buy	+70	New	+$10.1K	﹤0.01%	683

Other funds holding LH

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Select Equity Group New York $19.5B AUM 17.33% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Caldwell Trust's LH Position: Q1 2026 in Review

Caldwell Trust reduced its Labcorp (LH) stake by 9.4% in Q1 2026, selling an estimated $2.44K and leaving 87 shares worth $23.2K. The position accounts for ﹤0.01% of the portfolio, ranked #574.

Caldwell Trust first reported a position in LH in Q4 2019 and has held it in 26 quarters since. The position peaked at $27.6K in Q3 2025. 1,031 funds tracked by Wall St. Rank hold LH as of Q1 2026.

Caldwell Trust held 87 shares of Labcorp worth $23.2K as of Q1 2026.
Caldwell Trust sold 9 Labcorp shares in Q1 2026, an estimated $2.44K.
Labcorp made up ﹤0.01% of Caldwell Trust's portfolio in Q1 2026, its #574 holding.
Caldwell Trust first reported a position in Labcorp in Q4 2019 and has held it in 26 quarters since.
Caldwell Trust's Labcorp position peaked at $27.6K in Q3 2025.
1,031 funds tracked by Wall St. Rank held Labcorp as of Q1 2026.

Based on Caldwell Trust's 13F filing for Q1 2026, filed 22 Apr 2026.