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Coppell Advisory Solutions’s Limbach Holdings LMB Stock Holding History

Coppell Advisory Solutions’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
Q1 		– Sell
-3
Closed -$260 – 1186
2024
Q4 		$260 Hold
3
– – ﹤0.01% 1811
2024
Q3 		$224 Hold
3
– – ﹤0.01% 1722
2024
Q2 		$171 Buy
+3
New +$148 ﹤0.01% 1667

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
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
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
CCM
Corsair Capital Management New York $800M AUM 94.38% 1-Year Est. Return
Rockefeller Capital Management
Rockefeller Capital Management New York $65.2B AUM 31.44% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
RA
Royce & Associates New York $12.4B AUM 64.17% 1-Year Est. Return

Coppell Advisory Solutions's LMB Position: Q1 2025 in Review

Coppell Advisory Solutions sold out of Limbach Holdings (LMB) in Q1 2025, closing a stake of 3 shares — an estimated $260 sold.

Coppell Advisory Solutions first reported a position in LMB in Q2 2024 and held it in 3 quarters. The position peaked at $260 in Q4 2024. 194 funds tracked by Wall St. Rank hold LMB as of Q1 2025.

  • Coppell Advisory Solutions reported no remaining Limbach Holdings position as of Q1 2025 after selling out during the quarter.
  • Coppell Advisory Solutions sold 3 Limbach Holdings shares in Q1 2025, an estimated $260.
  • Coppell Advisory Solutions first reported a position in Limbach Holdings in Q2 2024 and held it in 3 quarters.
  • Coppell Advisory Solutions's Limbach Holdings position peaked at $260 in Q4 2024.
  • 194 funds tracked by Wall St. Rank held Limbach Holdings as of Q1 2025.

Based on Coppell Advisory Solutions's 13F filing for Q1 2025, filed 16 May 2025.