SWA
LH icon

SFMG Wealth Advisors’s Labcorp LH Stock Holding History

SFMG Wealth Advisors’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 		$395K Sell
1,481
-13
-0.9% -$3.52K 0.03% 216
2025
Q4 		$375K Sell
1,494
-3
-0.2% -$797 0.03% 216
2025
Q3 		$430K Sell
1,497
-14
-0.9% -$3.75K 0.03% 192
2025
Q2 		$397K Buy
1,511
+1
+0.1% +$244 0.03% 180
2025
Q1 		$351K Sell
1,510
-139
-8% -$33.7K 0.03% 178
2024
Q4 		$378K Sell
1,649
-34
-2% -$7.8K 0.03% 176
2024
Q3 		$376K Sell
1,683
-54
-3% -$11.9K 0.03% 178
2024
Q2 		$353K Sell
1,737
-555
-24% -$113K 0.03% 175
2024
Q1 		$501K Sell
2,292
-143
-6% -$31.5K 0.04% 143
2023
Q4 		$553K Buy
2,435
+15
+0.6% +$3.15K 0.05% 125
2023
Q3 		$487K Sell
2,420
-665
-22% -$140K 0.05% 133
2023
Q2 		$640K Sell
3,085
-371
-11% -$72K 0.07% 108
2023
Q1 		$681K Sell
3,456
-218
-6% -$44.9K 0.07% 108
2022
Q4 		$743K Sell
3,674
-701
-16% -$137K 0.08% 106
2022
Q3 		$770K Sell
4,375
-823
-16% -$168K 0.09% 99
2022
Q2 		$1.05M Sell
5,198
-510
-9% -$109K 0.12% 87
2022
Q1 		$1.29M Buy
5,708
+77
+1% +$18.1K 0.13% 85
2021
Q4 		$1.52M Sell
5,631
-48
-0.8% -$11.9K 0.15% 81
2021
Q3 		$1.37M Buy
5,679
+126
+2% +$31.8K 0.15% 77
2021
Q2 		$1.32M Buy
5,553
+253
+5% +$57.6K 0.15% 76
2021
Q1 		$1.16M Buy
+5,300
New +$1.06M 0.13% 80
2015
Q1 		– Sell
-12,121
Closed -$1.12M – 180
2014
Q4 		$1.12M Buy
+12,121
New +$1.07M 0.25% 48

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

SFMG Wealth Advisors's LH Position: Q1 2026 in Review

SFMG Wealth Advisors reduced its Labcorp (LH) stake by 0.87% in Q1 2026, selling an estimated $3.52K and leaving 1,481 shares worth $395K. The position accounts for 0.03% of the portfolio, ranked #216.

SFMG Wealth Advisors first reported a position in LH in Q4 2014 and has held it in 22 quarters since. The position peaked at $1.52M in Q4 2021. 1,031 funds tracked by Wall St. Rank hold LH as of Q1 2026.

  • SFMG Wealth Advisors held 1,481 shares of Labcorp worth $395K as of Q1 2026.
  • SFMG Wealth Advisors sold 13 Labcorp shares in Q1 2026, an estimated $3.52K.
  • Labcorp made up 0.03% of SFMG Wealth Advisors's portfolio in Q1 2026, its #216 holding.
  • SFMG Wealth Advisors first reported a position in Labcorp in Q4 2014 and has held it in 22 quarters since.
  • SFMG Wealth Advisors's Labcorp position peaked at $1.52M in Q4 2021.
  • 1,031 funds tracked by Wall St. Rank held Labcorp as of Q1 2026.

Based on SFMG Wealth Advisors's 13F filing for Q1 2026, filed 12 May 2026.