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

Avior 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
2025
Q1 		– Sell
-47
Closed -$4.02K – 1647
2024
Q4 		$4.02K Sell
47
-3
-6% -$264 ﹤0.01% 1933
2024
Q3 		$3.79K Buy
50
+36
+257% +$2.29K ﹤0.01% 1867
2024
Q2 		$797 Buy
14
+12
+600% +$593 ﹤0.01% 2055
2024
Q1 		$82 Buy
+2
New +$87 ﹤0.01% 3271

Other funds holding LMB

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
CCM
Corsair Capital Management New York $800M AUM 94.38% 1-Year Est. Return
Rockefeller Capital Management
Rockefeller Capital Management New York $65.2B AUM 31.44% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
RA
Royce & Associates New York $12.4B AUM 64.17% 1-Year Est. Return

Avior Wealth Management's LMB Position: Q1 2025 in Review

Avior Wealth Management sold out of Limbach Holdings (LMB) in Q1 2025, closing a stake of 47 shares — an estimated $4.02K sold.

Avior Wealth Management first reported a position in LMB in Q1 2024 and held it in 4 quarters. The position peaked at $4.02K in Q4 2024. 194 funds tracked by Wall St. Rank hold LMB as of Q1 2025.

  • Avior Wealth Management reported no remaining Limbach Holdings position as of Q1 2025 after selling out during the quarter.
  • Avior Wealth Management sold 47 Limbach Holdings shares in Q1 2025, an estimated $4.02K.
  • Avior Wealth Management first reported a position in Limbach Holdings in Q1 2024 and held it in 4 quarters.
  • Avior Wealth Management's Limbach Holdings position peaked at $4.02K in Q4 2024.
  • 194 funds tracked by Wall St. Rank held Limbach Holdings as of Q1 2025.

Based on Avior Wealth Management's 13F filing for Q1 2025, filed 21 Apr 2025.