Charles Schwab
LMB icon

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
Q2 		$7.1M Buy
92,177
+2,744
+3% +$228K ﹤0.01% 2317
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

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
NPIC
Neumeier Poma Investment Counsel Carmel, California $1.46B AUM 71.13% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
CCM
Corsair Capital Management New York $800M AUM 94.38% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Charles Schwab's LMB Position: Q2 2026 in Review

Charles Schwab increased its Limbach Holdings (LMB) stake by 3.1% in Q2 2026, buying an estimated $228K and bringing the position to 92,177 shares worth $7.1M. The position accounts for ﹤0.01% of the portfolio, ranked #2317.

Charles Schwab first reported a position in LMB in Q2 2023 and has held it in 13 quarters since. The position peaked at $12.2M in Q2 2025. 178 funds tracked by Wall St. Rank hold LMB as of Q2 2026.

  • Charles Schwab held 92,177 shares of Limbach Holdings worth $7.1M as of Q2 2026.
  • Charles Schwab bought 2,744 Limbach Holdings shares in Q2 2026, an estimated $228K.
  • Limbach Holdings made up ﹤0.01% of Charles Schwab's portfolio in Q2 2026, its #2317 holding.
  • Charles Schwab first reported a position in Limbach Holdings in Q2 2023 and has held it in 13 quarters since.
  • Charles Schwab's Limbach Holdings position peaked at $12.2M in Q2 2025.
  • 178 funds tracked by Wall St. Rank held Limbach Holdings as of Q2 2026.

Based on Charles Schwab's 13F filing for Q2 2026, filed 14 Aug 2026.