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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
Q2 		$313K Sell
1,119
-113
-9% -$29.7K 0.06% 143
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 $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $65.2B AUM 39.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Select Equity Group
Select Equity Group New York $20.2B AUM 17.52% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

CM Wealth Advisors's LH Position: Q2 2026 in Review

CM Wealth Advisors reduced its Labcorp (LH) stake by 9.2% in Q2 2026, selling an estimated $29.7K and leaving 1,119 shares worth $313K. The position accounts for 0.06% of the portfolio, ranked #143.

CM Wealth Advisors first reported a position in LH in Q1 2024 and has held it in 4 quarters since. The position peaked at $345K in Q4 2025. 1,060 funds tracked by Wall St. Rank hold LH as of Q2 2026.

  • CM Wealth Advisors held 1,119 shares of Labcorp worth $313K as of Q2 2026.
  • CM Wealth Advisors sold 113 Labcorp shares in Q2 2026, an estimated $29.7K.
  • Labcorp made up 0.06% of CM Wealth Advisors's portfolio in Q2 2026, its #143 holding.
  • CM Wealth Advisors first reported a position in Labcorp in Q1 2024 and has held it in 4 quarters since.
  • CM Wealth Advisors's Labcorp position peaked at $345K in Q4 2025.
  • 1,060 funds tracked by Wall St. Rank held Labcorp as of Q2 2026.

Based on CM Wealth Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.