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Marcum Wealth’s Labcorp LH Stock Holding History

Marcum Wealth’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
2025
Q1 		$232K Sell
997
-18
-2% -$4.37K 0.02% 340
2024
Q4 		$233K Sell
1,015
-24
-2% -$5.51K 0.02% 333
2024
Q3 		$232K Buy
1,039
+30
+3% +$6.59K 0.02% 333
2024
Q2 		$205K Sell
1,009
-8
-0.8% -$1.63K 0.02% 334
2024
Q1 		$222K Buy
1,017
+13
+1% +$2.86K 0.02% 323
2023
Q4 		$228K Sell
1,004
-86
-8% -$18.1K 0.02% 310
2023
Q3 		$219K Sell
1,090
-98
-8% -$20.7K 0.03% 302
2023
Q2 		$246K Buy
1,188
+57
+5% +$11.1K 0.03% 283
2023
Q1 		$223K Buy
+1,131
New +$233K 0.03% 300
2022
Q2 		– Sell
-916
Closed -$208K – 404
2022
Q1 		$208K Buy
+916
New +$215K 0.03% 315

Other funds holding LH

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Select Equity Group
Select Equity Group New York $19.5B AUM 17.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return
Diamond Hill Capital Management
Diamond Hill Capital Management Columbus, Ohio $16B AUM 4.15% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Marcum Wealth's LH Position: Q1 2025 in Review

Marcum Wealth reduced its Labcorp (LH) stake by 1.8% in Q1 2025, selling an estimated $4.37K and leaving 997 shares worth $232K. The position accounts for 0.02% of the portfolio, ranked #340.

Marcum Wealth first reported a position in LH in Q1 2022 and has held it in 10 quarters since. The position peaked at $246K in Q2 2023. 973 funds tracked by Wall St. Rank hold LH as of Q1 2025.

  • Marcum Wealth held 997 shares of Labcorp worth $232K as of Q1 2025.
  • Marcum Wealth sold 18 Labcorp shares in Q1 2025, an estimated $4.37K.
  • Labcorp made up 0.02% of Marcum Wealth's portfolio in Q1 2025, its #340 holding.
  • Marcum Wealth first reported a position in Labcorp in Q1 2022 and has held it in 10 quarters since.
  • Marcum Wealth's Labcorp position peaked at $246K in Q2 2023.
  • 973 funds tracked by Wall St. Rank held Labcorp as of Q1 2025.

Based on Marcum Wealth's 13F filing for Q1 2025, filed 2 Apr 2025.