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BCM
Bourgeon Capital Management’s
Limbach Holdings
LMB
Stock Holding History
Bourgeon Capital 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
Q1
$468K
Hold
6,000
–
–
0.08%
74
2025
Q4
$467K
Hold
6,000
–
–
0.08%
90
2025
Q3
$583K
Sell
6,000
-2,583
-30%
-$311K
0.11%
72
2025
Q2
$1.2M
Sell
8,583
-2,440
-22%
-$277K
0.24%
55
2025
Q1
$821K
Sell
11,023
-1,200
-10%
-$105K
0.18%
64
2024
Q4
$1.05M
Hold
12,223
–
–
0.2%
62
2024
Q3
$926K
Sell
12,223
-1,260
-9%
-$80.1K
0.18%
65
2024
Q2
$768K
Hold
13,483
–
–
0.15%
70
2024
Q1
$558K
Sell
13,483
-1,000
-7%
-$43.5K
0.11%
79
2023
Q4
$659K
Sell
14,483
-2,500
-15%
-$89.8K
0.15%
69
2023
Q3
$539K
Hold
16,983
–
–
0.13%
69
2023
Q2
$420K
Hold
16,983
–
–
0.1%
78
2023
Q1
$294K
Hold
16,983
–
–
0.07%
85
2022
Q4
$177K
Hold
16,983
–
–
0.04%
100
2022
Q3
$129K
Hold
16,983
–
–
0.04%
100
2022
Q2
$91K
Hold
16,983
–
–
0.02%
118
2022
Q1
$118K
Hold
16,983
–
–
0.03%
114
2021
Q4
$153K
Hold
16,983
–
–
0.03%
112
2021
Q3
$112K
Hold
16,983
–
–
0.02%
123
2021
Q2
$157K
Hold
16,983
–
–
0.03%
122
2021
Q1
$179K
Buy
+16,983
New
+$219K
0.04%
118
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RA
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1-Year Est. Return
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$1.61T AUM
30.72%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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