Carson Wealth (CWM LLC)’s Labcorp LH Stock Holding History

Carson Wealth (CWM LLC)’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	$1.9M	Sell	7,114 -339	-5%	-$91.8K	0.01%	1225
2025 Q4	$1.87M	Sell	7,453 -777	-9%	-$206K	0.01%	1178
2025 Q3	$2.36M	Buy	8,230 +619	+8%	+$166K	0.01%	1018
2025 Q2	$2M	Sell	7,611 -238	-3%	-$58K	0.01%	953
2025 Q1	$1.83M	Buy	7,849 +255	+3%	+$61.9K	0.01%	858
2024 Q4	$1.74M	Buy	7,594 +487	+7%	+$112K	0.01%	835
2024 Q3	$1.59M	Buy	7,107 +2,068	+41%	+$455K	0.01%	800
2024 Q2	$1.02M	Buy	5,039 +1,193	+31%	+$243K	﹤0.01%	869
2024 Q1	$840K	Buy	3,846 +786	+26%	+$173K	﹤0.01%	930
2023 Q4	$696K	Buy	3,060 +144	+5%	+$30.2K	﹤0.01%	944
2023 Q3	$586K	Sell	2,916 -129	-4%	-$27.2K	﹤0.01%	933
2023 Q2	$631K	Sell	3,045 -1,826	-37%	-$354K	﹤0.01%	869
2023 Q1	$960K	Buy	4,871 +279	+6%	+$57.4K	0.01%	680
2022 Q4	$929K	Buy	4,592 +94	+2%	+$18.4K	0.01%	638
2022 Q3	$791K	Buy	4,498 +185	+4%	+$37.9K	0.01%	616
2022 Q2	$868K	Buy	4,313 +1,395	+48%	+$297K	0.01%	596
2022 Q1	$661K	Buy	2,918 +613	+27%	+$144K	﹤0.01%	653
2021 Q4	$622K	Buy	+2,305	New	+$571K	﹤0.01%	675
2021 Q2	$218K	Hold	922	–	–	﹤0.01%	877
2021 Q1	$218K	Hold	922	–	–	﹤0.01%	877
2020 Q4	$218K	Hold	922	–	–	﹤0.01%	877
2020 Q3	$218K	Hold	922	–	–	﹤0.01%	877
2020 Q2	$218K	Hold	922	–	–	﹤0.01%	877
2020 Q1	$218K	Hold	922	–	–	﹤0.01%	877
2019 Q4	$218K	Hold	922	–	–	﹤0.01%	877
2019 Q3	$218K	Hold	922	–	–	﹤0.01%	877
2019 Q2	$218K	Hold	922	–	–	﹤0.01%	877
2019 Q1	$218K	Buy	922 +566	+159%	+$69.7K	﹤0.01%	877
2018 Q4	$39K	Sell	356 -46	-11%	-$6.16K	﹤0.01%	940
2018 Q3	$60K	Buy	402 +128	+47%	+$19.5K	﹤0.01%	712
2018 Q2	$42K	Buy	274 +10	+4%	+$1.51K	﹤0.01%	671
2018 Q1	$37K	Hold	264	–	–	﹤0.01%	606
2017 Q4	$36K	Sell	264 -12	-4%	-$1.59K	﹤0.01%	587
2017 Q3	$36K	Hold	276	–	–	﹤0.01%	581
2017 Q2	$37K	Hold	276	–	–	﹤0.01%	524
2017 Q1	$34K	Buy	276 +28	+11%	+$3.31K	﹤0.01%	521
2016 Q4	$27K	Sell	248 -76	-23%	-$8.44K	﹤0.01%	536
2016 Q3	$38K	Buy	324 +68	+27%	+$8.01K	﹤0.01%	460
2016 Q2	$29K	Hold	256	–	–	﹤0.01%	424
2016 Q1	$26K	Sell	256 -6	-2%	-$575	﹤0.01%	415
2015 Q4	$28K	Sell	262 -1	-0.4%	-$103	﹤0.01%	368
2015 Q3	$25K	Buy	+263	New	+$27.2K	﹤0.01%	343
2014 Q1	–	Sell	-1,542	Closed	-$121K	–	336
2013 Q4	$121K	Buy	1,542 +539	+54%	+$46K	0.02%	185
2013 Q3	$85K	Buy	+1,003	New	+$84.5K	0.02%	157

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

Carson Wealth (CWM LLC)'s LH Position: Q1 2026 in Review

Carson Wealth (CWM LLC) reduced its Labcorp (LH) stake by 4.5% in Q1 2026, selling an estimated $91.8K and leaving 7,114 shares worth $1.9M. The position accounts for 0.01% of the portfolio, ranked #1225.

Carson Wealth (CWM LLC) first reported a position in LH in Q3 2013 and has held it in 44 quarters since. The position peaked at $2.36M in Q3 2025. 1,031 funds tracked by Wall St. Rank hold LH as of Q1 2026.

Carson Wealth (CWM LLC) held 7,114 shares of Labcorp worth $1.9M as of Q1 2026.
Carson Wealth (CWM LLC) sold 339 Labcorp shares in Q1 2026, an estimated $91.8K.
Labcorp made up 0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #1225 holding.
Carson Wealth (CWM LLC) first reported a position in Labcorp in Q3 2013 and has held it in 44 quarters since.
Carson Wealth (CWM LLC)'s Labcorp position peaked at $2.36M in Q3 2025.
1,031 funds tracked by Wall St. Rank held Labcorp as of Q1 2026.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2026, filed 14 May 2026.