Charles Schwab
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Charles Schwab’s Limbach Holdings LMB Stock Holding History

Charles Schwab’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 		$6.98M Buy
89,433
+677
+0.8% +$57K ﹤0.01% 2253
2025
Q4 		$6.91M Sell
88,756
-1,362
-2% -$112K ﹤0.01% 2308
2025
Q3 		$8.75M Buy
90,118
+3,213
+4% +$387K ﹤0.01% 2172
2025
Q2 		$12.2M Buy
86,905
+3,341
+4% +$379K ﹤0.01% 1912
2025
Q1 		$6.22M Sell
83,564
-1,522
-2% -$133K ﹤0.01% 2177
2024
Q4 		$7.28M Buy
85,086
+1,141
+1% +$101K ﹤0.01% 2154
2024
Q3 		$6.36M Buy
83,945
+54,599
+186% +$3.47M ﹤0.01% 2250
2024
Q2 		$1.67M Buy
29,346
+4,291
+17% +$212K ﹤0.01% 2759
2024
Q1 		$1.04M Sell
25,055
-690
-3% -$30K ﹤0.01% 2786
2023
Q4 		$1.17M Buy
25,745
+16
+0.1% +$575 ﹤0.01% 2783
2023
Q3 		$816K Hold
25,729
– – ﹤0.01% 2865
2023
Q2 		$636K Buy
+25,729
New +$518K ﹤0.01% 2939

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 $52.5B AUM 27.12% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
NPIC
Neumeier Poma Investment Counsel Carmel, California $1.21B AUM 70.48% 1-Year Est. Return
CCM
Corsair Capital Management New York $673M AUM 109.99% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return