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Bogart Wealth LLC’s Limbach Holdings LMB Stock Holding History

Bogart Wealth LLC’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
Q2 		– Sell
-2
Closed -$149 – 1509
2025
Q1 		$149 Sell
2
-19
-90% -$1.66K ﹤0.01% 1366
2024
Q4 		$1.8K Buy
+21
New +$1.85K ﹤0.01% 1113

Other funds holding LMB

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
CCM
Corsair Capital Management New York $800M AUM 94.38% 1-Year Est. Return
NPIC
Neumeier Poma Investment Counsel Carmel, California $1.46B AUM 71.13% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

Bogart Wealth LLC's LMB Position: Q2 2025 in Review

Bogart Wealth LLC sold out of Limbach Holdings (LMB) in Q2 2025, closing a stake of 2 shares — an estimated $149 sold.

Bogart Wealth LLC first reported a position in LMB in Q4 2024 and held it in 2 quarters. The position peaked at $1.8K in Q4 2024. 222 funds tracked by Wall St. Rank hold LMB as of Q2 2025.

  • Bogart Wealth LLC reported no remaining Limbach Holdings position as of Q2 2025 after selling out during the quarter.
  • Bogart Wealth LLC sold 2 Limbach Holdings shares in Q2 2025, an estimated $149.
  • Bogart Wealth LLC first reported a position in Limbach Holdings in Q4 2024 and held it in 2 quarters.
  • Bogart Wealth LLC's Limbach Holdings position peaked at $1.8K in Q4 2024.
  • 222 funds tracked by Wall St. Rank held Limbach Holdings as of Q2 2025.

Based on Bogart Wealth LLC's 13F filing for Q2 2025, filed 30 Jul 2025.