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

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $59.5B AUM 35.96% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
RA
Royce & Associates New York $12.4B AUM 64.17% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
NPIC
Neumeier Poma Investment Counsel Carmel, California $1.46B AUM 71.13% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
CCM
Corsair Capital Management New York $800M AUM 94.38% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 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. 178 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.
  • 178 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.