Institute for Wealth Management’s Labcorp LH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $268K | Hold |
1,004
| – | – | 0.03% | 453 |
|
|
2025
Q4 | $252K | Sell |
1,004
-8
| -0.8% | -$2.13K | 0.03% | 480 |
|
|
2025
Q3 | $291K | Sell |
1,012
-225
| -18% | -$60.3K | 0.03% | 458 |
|
|
2025
Q2 | $325K | Hold |
1,237
| – | – | 0.04% | 411 |
|
|
2025
Q1 | $288K | Hold |
1,237
| – | – | 0.04% | 423 |
|
|
2024
Q4 | $284K | Sell |
1,237
-22
| -2% | -$5.05K | 0.04% | 410 |
|
|
2024
Q3 | $281K | Sell |
1,259
-35
| -3% | -$7.69K | 0.04% | 427 |
|
|
2024
Q2 | $263K | Sell |
1,294
-29
| -2% | -$5.9K | 0.04% | 415 |
|
|
2024
Q1 | $289K | Hold |
1,323
| – | – | 0.04% | 400 |
|
|
2023
Q4 | $301K | Sell |
1,323
-40
| -3% | -$8.4K | 0.05% | 370 |
|
|
2023
Q3 | $274K | Sell |
1,363
-228
| -14% | -$48.1K | 0.05% | 369 |
|
|
2023
Q2 | $330K | Hold |
1,591
| – | – | 0.06% | 343 |
|
|
2023
Q1 | $314K | Hold |
1,591
| – | – | 0.06% | 337 |
|
|
2022
Q4 | $322K | Hold |
1,591
| – | – | 0.07% | 338 |
|
|
2022
Q3 | $280K | Hold |
1,591
| – | – | 0.06% | 351 |
|
|
2022
Q2 | $320K | Buy |
1,591
+15
| +1% | +$3.2K | 0.06% | 375 |
|
|
2022
Q1 | $357K | Sell |
1,576
-44
| -3% | -$10.3K | 0.06% | 371 |
|
|
2021
Q4 | $437K | Hold |
1,620
| – | – | 0.07% | 303 |
|
|
2021
Q3 | $392K | Hold |
1,620
| – | – | 0.07% | 317 |
|
|
2021
Q2 | $384K | Hold |
1,620
| – | – | 0.07% | 321 |
|
|
2021
Q1 | $355K | Sell |
1,620
-4
| -0.2% | -$803 | 0.07% | 328 |
|
|
2020
Q4 | $284K | Sell |
1,624
-86
| -5% | -$14.9K | 0.06% | 360 |
|
|
2020
Q3 | $277K | Buy |
1,710
+5
| +0.3% | +$792 | 0.06% | 334 |
|
|
2020
Q2 | $243K | Buy |
+1,705
| New | +$236K | 0.06% | 361 |
|
|
2020
Q1 | – | Sell |
-1,692
| Closed | -$246K | – | 565 |
|
|
2019
Q4 | $246K | Hold |
1,692
| – | – | 0.06% | 384 |
|
|
2019
Q3 | $244K | Hold |
1,692
| – | – | 0.06% | 364 |
|
|
2019
Q2 | $251K | Hold |
1,692
| – | – | 0.06% | 390 |
|
|
2019
Q1 | $222K | Buy |
+1,692
| New | +$208K | 0.05% | 394 |
|
|
2018
Q1 | – | Sell |
-1,603
| Closed | -$220K | – | 336 |
|
|
2017
Q4 | $220K | Buy |
+1,603
| New | +$212K | 0.05% | 345 |
|
|
2017
Q3 | – | Sell |
-1,644
| Closed | -$220K | – | 324 |
|
|
2017
Q2 | $220K | Buy |
+1,644
| New | +$201K | 0.06% | 360 |
|
Other funds holding LH
VCM
VPM
Institute for Wealth Management's LH Position: Q1 2026 in Review
Institute for Wealth Management held its Labcorp (LH) position steady in Q1 2026 at 1,004 shares worth $268K. The position accounts for 0.03% of the portfolio, ranked #453.
Institute for Wealth Management first reported a position in LH in Q2 2017 and has held it in 30 quarters since. The position peaked at $437K in Q4 2021. 1,031 funds tracked by Wall St. Rank hold LH as of Q1 2026.
- Institute for Wealth Management held 1,004 shares of Labcorp worth $268K as of Q1 2026.
- Institute for Wealth Management left its Labcorp share count unchanged in Q1 2026.
- Labcorp made up 0.03% of Institute for Wealth Management's portfolio in Q1 2026, its #453 holding.
- Institute for Wealth Management first reported a position in Labcorp in Q2 2017 and has held it in 30 quarters since.
- Institute for Wealth Management's Labcorp position peaked at $437K in Q4 2021.
- 1,031 funds tracked by Wall St. Rank held Labcorp as of Q1 2026.
Based on Institute for Wealth Management's 13F filing for Q1 2026, filed 14 May 2026.