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Allworth Financial’s Limbach Holdings LMB Stock Holding History

Allworth Financial’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 		$385 Buy
5
+2
+67% +$166 ﹤0.01% 4886
2026
Q1 		$235 Hold
3
– – ﹤0.01% 4897
2025
Q4 		$234 Hold
3
– – ﹤0.01% 4683
2025
Q3 		$292 Hold
3
– – ﹤0.01% 4554
2025
Q2 		$421 Sell
3
-2
-40% -$227 ﹤0.01% 4179
2025
Q1 		$467 Buy
5
+2
+67% +$175 ﹤0.01% 3695
2024
Q4 		$314 Hold
3
– – ﹤0.01% 3709
2024
Q3 		$228 Buy
+3
New +$191 ﹤0.01% 3575

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

Allworth Financial's LMB Position: Q2 2026 in Review

Allworth Financial increased its Limbach Holdings (LMB) stake by 67% in Q2 2026, buying an estimated $166 and bringing the position to 5 shares worth $385. The position accounts for ﹤0.01% of the portfolio, ranked #4886.

Allworth Financial first reported a position in LMB in Q3 2024 and has held it in 8 quarters since. The position peaked at $467 in Q1 2025. 178 funds tracked by Wall St. Rank hold LMB as of Q2 2026.

  • Allworth Financial held 5 shares of Limbach Holdings worth $385 as of Q2 2026.
  • Allworth Financial bought 2 Limbach Holdings shares in Q2 2026, an estimated $166.
  • Limbach Holdings made up ﹤0.01% of Allworth Financial's portfolio in Q2 2026, its #4886 holding.
  • Allworth Financial first reported a position in Limbach Holdings in Q3 2024 and has held it in 8 quarters since.
  • Allworth Financial's Limbach Holdings position peaked at $467 in Q1 2025.
  • 178 funds tracked by Wall St. Rank held Limbach Holdings as of Q2 2026.

Based on Allworth Financial's 13F filing for Q2 2026, filed 11 Aug 2026.