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CM Wealth Advisors’s Labcorp LH Stock Holding History

CM Wealth Advisors’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 		$329K Sell
1,232
-143
-10% -$38.7K 0.07% 105
2025
Q4 		$345K Buy
+1,375
New +$365K 0.08% 102
2024
Q2 		– Sell
-1,139
Closed -$230K – 130
2024
Q1 		$230K Buy
+1,139
New +$251K 0.07% 158

Other funds holding LH

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
State Street
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 Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Select Equity Group
Select Equity Group New York $19.5B AUM 17.33% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

CM Wealth Advisors's LH Position: Q1 2026 in Review

CM Wealth Advisors reduced its Labcorp (LH) stake by 10% in Q1 2026, selling an estimated $38.7K and leaving 1,232 shares worth $329K. The position accounts for 0.07% of the portfolio, ranked #105.

CM Wealth Advisors first reported a position in LH in Q1 2024 and has held it in 3 quarters since. The position peaked at $345K in Q4 2025. 1,031 funds tracked by Wall St. Rank hold LH as of Q1 2026.

  • CM Wealth Advisors held 1,232 shares of Labcorp worth $329K as of Q1 2026.
  • CM Wealth Advisors sold 143 Labcorp shares in Q1 2026, an estimated $38.7K.
  • Labcorp made up 0.07% of CM Wealth Advisors's portfolio in Q1 2026, its #105 holding.
  • CM Wealth Advisors first reported a position in Labcorp in Q1 2024 and has held it in 3 quarters since.
  • CM Wealth Advisors's Labcorp position peaked at $345K in Q4 2025.
  • 1,031 funds tracked by Wall St. Rank held Labcorp as of Q1 2026.

Based on CM Wealth Advisors's 13F filing for Q1 2026, filed 8 May 2026.