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Buckingham Strategic Wealth’s Limbach Holdings LMB Stock Holding History

Buckingham Strategic Wealth’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
2024
Q2 		$394K Buy
6,914
+44
+0.6% +$2.17K ﹤0.01% 524
2024
Q1 		$285K Hold
6,870
– – ﹤0.01% 603
2023
Q4 		$312K Hold
6,870
– – ﹤0.01% 562
2023
Q3 		$218K Buy
+6,870
New +$208K ﹤0.01% 614

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
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 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
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
CCM
Corsair Capital Management New York $800M AUM 94.38% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Buckingham Strategic Wealth's LMB Position: Q2 2024 in Review

Buckingham Strategic Wealth increased its Limbach Holdings (LMB) stake by 0.64% in Q2 2024, buying an estimated $2.17K and bringing the position to 6,914 shares worth $394K. The position accounts for ﹤0.01% of the portfolio, ranked #524.

Buckingham Strategic Wealth first reported a position in LMB in Q3 2023 and has held it in 4 quarters since. 137 funds tracked by Wall St. Rank hold LMB as of Q2 2024.

  • Buckingham Strategic Wealth held 6,914 shares of Limbach Holdings worth $394K as of Q2 2024.
  • Buckingham Strategic Wealth bought 44 Limbach Holdings shares in Q2 2024, an estimated $2.17K.
  • Limbach Holdings made up ﹤0.01% of Buckingham Strategic Wealth's portfolio in Q2 2024, its #524 holding.
  • Buckingham Strategic Wealth first reported a position in Limbach Holdings in Q3 2023 and has held it in 4 quarters since.
  • 137 funds tracked by Wall St. Rank held Limbach Holdings as of Q2 2024.

Based on Buckingham Strategic Wealth's 13F filing for Q2 2024, filed 12 Aug 2024.