AWM
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Accurate Wealth Management’s Limbach Holdings LMB Stock Holding History

Accurate Wealth Management’s Portfolio LMB Stock Details LMB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$227K Sell
3,000
-126
-4% -$10.5K 0.02% 522
2026
Q1 		$258K Buy
3,126
+61
+2% +$5.13K 0.03% 450
2025
Q4 		$241K Buy
3,065
+65
+2% +$5.35K 0.03% 454
2025
Q3 		$275K Buy
3,000
+667
+29% +$80.3K 0.04% 414
2025
Q2 		$348K Buy
+2,333
New +$265K 0.05% 332
2025
Q1 		– Sell
-2,333
Closed -$224K – 392
2024
Q4 		$224K Sell
2,333
-200
-8% -$17.6K 0.04% 349
2024
Q3 		$207K Buy
+2,533
New +$161K 0.04% 360

Other funds holding LMB

WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
RRAM
River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return
IP
Isthmus Partners Madison, Wisconsin $1.03B AUM 22.86% 1-Year Est. Return
PA
PFG Advisors Phoenix, Arizona $1.98B AUM 28.18% 1-Year Est. Return
CFG
Cassilly Financial Group Severna Park, Maryland $138M AUM
ACS
Archford Capital Strategies Swansea, Illinois $987M AUM 29.31% 1-Year Est. Return
PCM
Palouse Capital Management Spokane, Washington $160M AUM 36.15% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.12B AUM 34.21% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return
TFA
Toth Financial Advisory Leesburg, Virginia $1.02B AUM 28.36% 1-Year Est. Return

Accurate Wealth Management's LMB Position: Q2 2026 in Review

Accurate Wealth Management reduced its Limbach Holdings (LMB) stake by 4% in Q2 2026, selling an estimated $10.5K and leaving 3,000 shares worth $227K. The position accounts for 0.02% of the portfolio, ranked #522.

Accurate Wealth Management first reported a position in LMB in Q3 2024 and has held it in 7 quarters since. The position peaked at $348K in Q2 2025. 14 funds tracked by Wall St. Rank hold LMB as of Q2 2026.

  • Accurate Wealth Management held 3,000 shares of Limbach Holdings worth $227K as of Q2 2026.
  • Accurate Wealth Management sold 126 Limbach Holdings shares in Q2 2026, an estimated $10.5K.
  • Limbach Holdings made up 0.02% of Accurate Wealth Management's portfolio in Q2 2026, its #522 holding.
  • Accurate Wealth Management first reported a position in Limbach Holdings in Q3 2024 and has held it in 7 quarters since.
  • Accurate Wealth Management's Limbach Holdings position peaked at $348K in Q2 2025.
  • 14 funds tracked by Wall St. Rank held Limbach Holdings as of Q2 2026.

Based on Accurate Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.