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Forum Financial Management’s Labcorp LH Stock Holding History

Forum Financial 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
Q1 		– Sell
-2,837
Closed -$712K – 696
2025
Q4 		$712K Buy
2,837
+16
+0.6% +$4.25K 0.01% 342
2025
Q3 		$810K Buy
2,821
+611
+28% +$164K 0.01% 289
2025
Q2 		$580K Buy
2,210
+80
+4% +$19.5K 0.01% 362
2025
Q1 		$496K Sell
2,130
-331
-13% -$80.3K 0.01% 378
2024
Q4 		$564K Buy
2,461
+1,192
+94% +$273K 0.01% 331
2024
Q3 		$284K Buy
1,269
+1
+0.1% +$220 ﹤0.01% 545
2024
Q2 		$258K Buy
1,268
+2
+0.2% +$407 ﹤0.01% 541
2024
Q1 		$277K Hold
1,266
– – ﹤0.01% 532
2023
Q4 		$288K Hold
1,266
– – 0.01% 473
2023
Q3 		$255K Sell
1,266
-208
-14% -$43.9K 0.01% 481
2023
Q2 		$306K Sell
1,474
-11
-0.7% -$2.13K 0.01% 425
2023
Q1 		$293K Buy
1,485
+11
+0.7% +$2.26K 0.01% 406
2022
Q4 		$298K Sell
1,474
-17
-1% -$3.32K 0.01% 399
2022
Q3 		$262K Hold
1,491
– – 0.01% 391
2022
Q2 		$300K Buy
1,491
+17
+1% +$3.62K 0.02% 356
2022
Q1 		$333K Hold
1,474
– – 0.02% 349
2021
Q4 		$398K Buy
+1,474
New +$365K 0.02% 309

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

Forum Financial Management's LH Position: Q1 2026 in Review

Forum Financial Management sold out of Labcorp (LH) in Q1 2026, closing a stake of 2,837 shares — an estimated $712K sold.

Forum Financial Management first reported a position in LH in Q4 2021 and held it in 17 quarters. The position peaked at $810K in Q3 2025. 1,031 funds tracked by Wall St. Rank hold LH as of Q1 2026.

  • Forum Financial Management reported no remaining Labcorp position as of Q1 2026 after selling out during the quarter.
  • Forum Financial Management sold 2,837 Labcorp shares in Q1 2026, an estimated $712K.
  • Forum Financial Management first reported a position in Labcorp in Q4 2021 and held it in 17 quarters.
  • Forum Financial Management's Labcorp position peaked at $810K in Q3 2025.
  • 1,031 funds tracked by Wall St. Rank held Labcorp as of Q1 2026.

Based on Forum Financial Management's 13F filing for Q1 2026, filed 23 Apr 2026.