Corient Private Wealth
LMB icon

Corient Private Wealth’s Limbach Holdings LMB Stock Holding History

Corient Private 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
2026
Q1 		$1.34M Buy
+17,197
New +$1.45M ﹤0.01% 1474
2025
Q4 		– Sell
-2,807
Closed -$273K – 2781
2025
Q3 		$273K Buy
2,807
+394
+16% +$47.4K ﹤0.01% 2182
2025
Q2 		$338K Sell
2,413
-525
-18% -$59.6K ﹤0.01% 1928
2025
Q1 		$219K Buy
2,938
+39
+1% +$3.41K ﹤0.01% 2020
2024
Q4 		$248K Hold
2,899
– – ﹤0.01% 2000
2024
Q3 		$220K Buy
+2,899
New +$184K ﹤0.01% 2186
2023
Q4 		– Sell
-6,450
Closed -$205K – 2313
2023
Q3 		$205K Buy
+6,450
New +$195K ﹤0.01% 1911

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