Evermay Wealth Management’s Labcorp LH Stock Holding History

Evermay Wealth Management’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	$689K	Sell	2,459 -350	-12%	-$92K	0.07%	112
2026 Q1	$749K	Sell	2,809 -486	-15%	-$132K	0.08%	103
2025 Q4	$827K	Sell	3,295 -484	-13%	-$129K	0.09%	95
2025 Q3	$1.08M	Sell	3,779 -471	-11%	-$126K	0.12%	82
2025 Q2	$1.12M	Sell	4,250 -299	-7%	-$72.8K	0.14%	74
2025 Q1	$1.06M	Sell	4,549 -116	-2%	-$28.1K	0.14%	74
2024 Q4	$1.07M	Sell	4,665 -245	-5%	-$56.2K	0.16%	75
2024 Q3	$1.1M	Sell	4,910 -310	-6%	-$68.1K	0.18%	75
2024 Q2	$1.06M	Sell	5,220 -636	-11%	-$129K	0.17%	77
2024 Q1	$1.28M	Sell	5,856 -129	-2%	-$28.4K	0.19%	65
2023 Q4	$1.36M	Sell	5,985 -253	-4%	-$53.1K	0.25%	42
2023 Q3	$1.25M	Sell	6,238 -1,111	-15%	-$234K	0.26%	42
2023 Q2	$1.52M	Sell	7,349 -337	-4%	-$65.4K	0.29%	38
2023 Q1	$1.51M	Buy	7,686 +144	+2%	+$29.6K	0.31%	37
2022 Q4	$1.53M	Sell	7,542 -24	-0.3%	-$4.69K	0.31%	37
2022 Q3	$1.33M	Buy	7,566 +332	+5%	+$68K	0.26%	39
2022 Q2	$1.46M	Buy	7,234 +229	+3%	+$48.8K	0.28%	41
2022 Q1	$1.59M	Sell	7,005 -145	-2%	-$34.1K	0.27%	42
2021 Q4	$1.93M	Sell	7,150 -59	-0.8%	-$14.6K	0.34%	26
2021 Q3	$1.74M	Hold	7,209	–	–	0.34%	25
2021 Q2	$1.71M	Sell	7,209 -471	-6%	-$107K	0.32%	29
2021 Q1	$1.68M	Buy	7,680 +242	+3%	+$48.6K	0.34%	29
2020 Q4	$1.3M	Sell	7,438 -21	-0.3%	-$3.63K	0.29%	34
2020 Q3	$1.21M	Hold	7,459	–	–	0.3%	36
2020 Q2	$1.06M	Sell	7,459 -628	-8%	-$86.9K	0.28%	38
2020 Q1	$878K	Sell	8,087 -580	-7%	-$83.6K	0.27%	41
2019 Q4	$1.26M	Buy	8,667 +2,393	+38%	+$345K	0.31%	38
2019 Q3	$906K	Buy	6,274 +292	+5%	+$42.6K	0.25%	45
2019 Q2	$889K	Sell	5,982 -244	-4%	-$34K	0.25%	46
2019 Q1	$818K	Buy	6,226 +1,350	+28%	+$166K	0.23%	50
2018 Q4	$529K	Sell	4,876 -244	-5%	-$32.7K	0.17%	61
2018 Q3	$764K	Sell	5,120 -47	-0.9%	-$7.15K	0.24%	44
2018 Q2	$797K	Hold	5,167	–	–	0.27%	43
2018 Q1	$718K	Sell	5,167 -1,440	-22%	-$212K	0.25%	53
2017 Q4	$905K	Buy	6,607 +687	+12%	+$90.8K	0.33%	39
2017 Q3	$768K	Buy	5,920 +81	+1%	+$10.8K	0.33%	28
2017 Q2	$773K	Sell	5,839 -58	-1%	-$7.1K	0.34%	27
2017 Q1	$727K	Buy	5,897 +1,440	+32%	+$171K	0.33%	29
2016 Q4	$492K	Sell	4,457 -233	-5%	-$25.9K	0.24%	34
2016 Q3	$554K	Sell	4,690 -195	-4%	-$23K	0.28%	32
2016 Q2	$547K	Hold	4,885	–	–	0.29%	34
2016 Q1	$492K	Buy	4,885 +931	+24%	+$89.3K	0.28%	33
2015 Q4	$420K	Buy	3,954 +58	+1%	+$5.98K	0.25%	39
2015 Q3	$363K	Buy	3,896 +403	+12%	+$41.7K	0.22%	45
2015 Q2	$364K	Hold	3,493	–	–	0.22%	48
2015 Q1	$378K	Buy	3,493 +641	+22%	+$65.9K	0.22%	47
2014 Q4	$264K	Hold	2,852	–	–	0.17%	72
2014 Q3	$249K	Hold	2,852	–	–	0.21%	67
2014 Q2	$251K	Sell	2,852 -70	-2%	-$6.06K	0.22%	68
2014 Q1	$247K	Sell	2,922 -73	-2%	-$5.82K	0.26%	62
2013 Q4	$235K	Buy	+2,995	New	+$255K	0.33%	43

Other funds holding LH

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

Allspring Global Investments Charlotte, North Carolina $65.2B AUM 39.42% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Select Equity Group New York $20.2B AUM 17.52% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Evermay Wealth Management's LH Position: Q2 2026 in Review

Evermay Wealth Management reduced its Labcorp (LH) stake by 12% in Q2 2026, selling an estimated $92K and leaving 2,459 shares worth $689K. The position accounts for 0.07% of the portfolio, ranked #112.

Evermay Wealth Management first reported a position in LH in Q4 2013 and has held it in 51 quarters since. The position peaked at $1.93M in Q4 2021. 1,053 funds tracked by Wall St. Rank hold LH as of Q2 2026.

Evermay Wealth Management held 2,459 shares of Labcorp worth $689K as of Q2 2026.
Evermay Wealth Management sold 350 Labcorp shares in Q2 2026, an estimated $92K.
Labcorp made up 0.07% of Evermay Wealth Management's portfolio in Q2 2026, its #112 holding.
Evermay Wealth Management first reported a position in Labcorp in Q4 2013 and has held it in 51 quarters since.
Evermay Wealth Management's Labcorp position peaked at $1.93M in Q4 2021.
1,053 funds tracked by Wall St. Rank held Labcorp as of Q2 2026.

Based on Evermay Wealth Management's 13F filing for Q2 2026, filed 27 Jul 2026.