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Cape Investment Advisory’s Labcorp LH Stock Holding History

Cape Investment Advisory’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
Q2 		$46.8K Buy
+167
New +$43.9K 0.01% 518
2026
Q1 		– Sell
-152
Closed -$38.1K – 759
2025
Q4 		$38.1K Buy
152
+17
+13% +$4.51K 0.01% 479
2025
Q3 		$38.8K Sell
135
-2
-1% -$536 0.04% 251
2025
Q2 		$36K Buy
137
+1
+0.7% +$244 0.01% 412
2025
Q1 		$31.6K Sell
136
-16
-11% -$3.88K 0.01% 408
2024
Q4 		$34.9K Buy
152
+10
+7% +$2.29K 0.01% 393
2024
Q3 		$31.7K Sell
142
-4
-3% -$879 0.01% 384
2024
Q2 		$29.7K Buy
+146
New +$29.7K 0.01% 375
2024
Q1 		– Sell
-162
Closed -$36.8K – 1062
2023
Q4 		$36.8K Buy
162
+2
+1% +$420 0.02% 405
2023
Q3 		$32.2K Sell
160
-26
-14% -$5.48K 0.02% 366
2023
Q2 		$38.6K Buy
186
+7
+4% +$1.36K 0.02% 329
2023
Q1 		$35.3K Buy
+179
New +$36.8K 0.02% 329

Other funds holding LH

RRAM
River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return
JIC
Johnson Investment Counsel Cincinnati, Ohio $13.7B AUM 21.52% 1-Year Est. Return
BCWM
Bartlett & Co Wealth Management Cincinnati, Ohio $7.99B AUM 20.76% 1-Year Est. Return
AAM
AMI Asset Management Los Angeles, California $1.74B AUM 26.89% 1-Year Est. Return
DIA
Davidson Investment Advisors Great Falls, Montana $2.45B AUM 21.8% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
WCM
Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return
HPCM
Hunter Perkins Capital Management Lombard, Illinois $446M AUM 25.88% 1-Year Est. Return
MCM
McRae Capital Management Morristown, New Jersey $508M AUM 14.21% 1-Year Est. Return
ET
Equitable Trust Nashville, Tennessee $2.4B AUM 30.76% 1-Year Est. Return

Cape Investment Advisory's LH Position: Q2 2026 in Review

Cape Investment Advisory opened a new position in Labcorp (LH) in Q2 2026: 167 shares worth $46.8K. The stake represents 0.01% of the portfolio and ranks #518 among its holdings. This is a return to the name: Cape Investment Advisory previously reported a position in LH as recently as Q4 2025.

Cape Investment Advisory first reported a position in LH in Q1 2023 and has held it in 12 quarters since. 265 funds tracked by Wall St. Rank hold LH as of Q2 2026.

  • Cape Investment Advisory held 167 shares of Labcorp worth $46.8K as of Q2 2026.
  • Labcorp was a new Cape Investment Advisory position in Q2 2026.
  • Labcorp made up 0.01% of Cape Investment Advisory's portfolio in Q2 2026, its #518 holding.
  • Cape Investment Advisory first reported a position in Labcorp in Q1 2023 and has held it in 12 quarters since.
  • 265 funds tracked by Wall St. Rank held Labcorp as of Q2 2026.

Based on Cape Investment Advisory's 13F filing for Q2 2026, filed 23 Jul 2026.