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Brendel Financial Advisors’s Limbach Holdings LMB Stock Holding History

Brendel 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
2025
Q3 		– Sell
-3,738
Closed -$524K – 113
2025
Q2 		$524K Buy
3,738
+618
+20% +$70.1K 0.29% 61
2025
Q1 		$232K Buy
3,120
+256
+9% +$22.4K 0.14% 87
2024
Q4 		$245K Sell
2,864
-15
-0.5% -$1.32K 0.15% 80
2024
Q3 		$218K Sell
2,879
-1,170
-29% -$74.4K 0.12% 87
2024
Q2 		$231K Buy
+4,049
New +$200K 0.15% 82

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
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
CCM
Corsair Capital Management New York $800M AUM 94.38% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Brendel Financial Advisors's LMB Position: Q3 2025 in Review

Brendel Financial Advisors sold out of Limbach Holdings (LMB) in Q3 2025, closing a stake of 3,738 shares — an estimated $524K sold.

Brendel Financial Advisors first reported a position in LMB in Q2 2024 and held it in 5 quarters. The position peaked at $524K in Q2 2025. 200 funds tracked by Wall St. Rank hold LMB as of Q3 2025.

  • Brendel Financial Advisors reported no remaining Limbach Holdings position as of Q3 2025 after selling out during the quarter.
  • Brendel Financial Advisors sold 3,738 Limbach Holdings shares in Q3 2025, an estimated $524K.
  • Brendel Financial Advisors first reported a position in Limbach Holdings in Q2 2024 and held it in 5 quarters.
  • Brendel Financial Advisors's Limbach Holdings position peaked at $524K in Q2 2025.
  • 200 funds tracked by Wall St. Rank held Limbach Holdings as of Q3 2025.

Based on Brendel Financial Advisors's 13F filing for Q3 2025, filed 20 Oct 2025.