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AllGen Financial Advisors’s Limbach Holdings LMB Stock Holding History

AllGen Financial Advisors’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
Q1 		– Sell
-9,565
Closed -$745K – 43
2025
Q4 		$745K Hold
9,565
– – 0.18% 26
2025
Q3 		$929K Sell
9,565
-2,084
-18% -$251K 0.23% 29
2025
Q2 		$1.63M Buy
11,649
+8,300
+248% +$942K 0.44% 31
2025
Q1 		$249K Buy
+3,349
New +$293K 0.07% 34

Other funds holding LMB

WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
NPIC
Neumeier Poma Investment Counsel Carmel, California $1.21B AUM 70.48% 1-Year Est. Return
CCM
Corsair Capital Management New York $673M AUM 109.99% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

AllGen Financial Advisors's LMB Position: Q1 2026 in Review

AllGen Financial Advisors sold out of Limbach Holdings (LMB) in Q1 2026, closing a stake of 9,565 shares — an estimated $745K sold.

AllGen Financial Advisors first reported a position in LMB in Q1 2025 and held it in 4 quarters. The position peaked at $1.63M in Q2 2025. 191 funds tracked by Wall St. Rank hold LMB as of Q1 2026.

  • AllGen Financial Advisors reported no remaining Limbach Holdings position as of Q1 2026 after selling out during the quarter.
  • AllGen Financial Advisors sold 9,565 Limbach Holdings shares in Q1 2026, an estimated $745K.
  • AllGen Financial Advisors first reported a position in Limbach Holdings in Q1 2025 and held it in 4 quarters.
  • AllGen Financial Advisors's Limbach Holdings position peaked at $1.63M in Q2 2025.
  • 191 funds tracked by Wall St. Rank held Limbach Holdings as of Q1 2026.

Based on AllGen Financial Advisors's 13F filing for Q1 2026, filed 16 Jul 2026.