Carson Wealth (CWM LLC)
LMB icon

Carson Wealth (CWM LLC)’s Limbach Holdings LMB Stock Holding History

Carson Wealth (CWM 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
2026
Q1 		$29K Buy
372
+127
+52% +$10.7K ﹤0.01% 4184
2025
Q4 		$19K Sell
245
-252
-51% -$20.7K ﹤0.01% 4206
2025
Q3 		$48K Sell
497
-19
-4% -$2.29K ﹤0.01% 3559
2025
Q2 		$72K Buy
516
+13
+3% +$1.48K ﹤0.01% 2994
2025
Q1 		$37K Sell
503
-378
-43% -$33K ﹤0.01% 3228
2024
Q4 		$75K Buy
881
+517
+142% +$45.6K ﹤0.01% 2477
2024
Q3 		$28K Buy
364
+145
+66% +$9.22K ﹤0.01% 3149
2024
Q2 		$12K Buy
219
+8
+4% +$395 ﹤0.01% 3436
2024
Q1 		$9K Buy
211
+30
+17% +$1.3K ﹤0.01% 3406
2023
Q4 		$8K Buy
181
+81
+81% +$2.91K ﹤0.01% 3291
2023
Q3 		$3K Buy
+100
New +$3.03K ﹤0.01% 3681

Other funds holding LMB

WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $59.5B AUM 35.96% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $1.9T AUM 41.92% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
RA
Royce & Associates New York $12.4B AUM 64.17% 1-Year Est. Return
NPIC
Neumeier Poma Investment Counsel Carmel, California $1.46B AUM 71.13% 1-Year Est. Return
CCM
Corsair Capital Management New York $800M AUM 94.38% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Carson Wealth (CWM LLC)'s LMB Position: Q1 2026 in Review

Carson Wealth (CWM LLC) increased its Limbach Holdings (LMB) stake by 52% in Q1 2026, buying an estimated $10.7K and bringing the position to 372 shares worth $29K. The position accounts for ﹤0.01% of the portfolio, ranked #4184.

Carson Wealth (CWM LLC) first reported a position in LMB in Q3 2023 and has held it in 11 quarters since. The position peaked at $75K in Q4 2024. 192 funds tracked by Wall St. Rank hold LMB as of Q1 2026.

  • Carson Wealth (CWM LLC) held 372 shares of Limbach Holdings worth $29K as of Q1 2026.
  • Carson Wealth (CWM LLC) bought 127 Limbach Holdings shares in Q1 2026, an estimated $10.7K.
  • Limbach Holdings made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #4184 holding.
  • Carson Wealth (CWM LLC) first reported a position in Limbach Holdings in Q3 2023 and has held it in 11 quarters since.
  • Carson Wealth (CWM LLC)'s Limbach Holdings position peaked at $75K in Q4 2024.
  • 192 funds tracked by Wall St. Rank held Limbach Holdings as of Q1 2026.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2026, filed 14 May 2026.