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Montag & Associates’s Labcorp LH Stock Holding History

Montag & Associates’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 		$26.7K Buy
100
+31
+45% +$8.39K ﹤0.01% 654
2025
Q4 		$17.3K Buy
69
+58
+527% +$15.4K ﹤0.01% 711
2025
Q3 		$3.16K Buy
+11
New +$2.95K ﹤0.01% 860

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

Montag & Associates's LH Position: Q1 2026 in Review

Montag & Associates increased its Labcorp (LH) stake by 45% in Q1 2026, buying an estimated $8.39K and bringing the position to 100 shares worth $26.7K. The position accounts for ﹤0.01% of the portfolio, ranked #654.

Montag & Associates first reported a position in LH in Q3 2025 and has held it in 3 quarters since. 1,031 funds tracked by Wall St. Rank hold LH as of Q1 2026.

  • Montag & Associates held 100 shares of Labcorp worth $26.7K as of Q1 2026.
  • Montag & Associates bought 31 Labcorp shares in Q1 2026, an estimated $8.39K.
  • Labcorp made up ﹤0.01% of Montag & Associates's portfolio in Q1 2026, its #654 holding.
  • Montag & Associates first reported a position in Labcorp in Q3 2025 and has held it in 3 quarters since.
  • 1,031 funds tracked by Wall St. Rank held Labcorp as of Q1 2026.

Based on Montag & Associates's 13F filing for Q1 2026, filed 29 Apr 2026.