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
Q2 		$1.78M Buy
23,135
+5,938
+35% +$494K ﹤0.01% 1463
2026
Q1 		$1.34M Buy
+17,197
New +$1.45M ﹤0.01% 1474
2025
Q4 		– Sell
-2,807
Closed -$273K – 2723
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 – 2311
2023
Q3 		$205K Buy
+6,450
New +$195K ﹤0.01% 1911

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

Corient Private Wealth's LMB Position: Q2 2026 in Review

Corient Private Wealth increased its Limbach Holdings (LMB) stake by 35% in Q2 2026, buying an estimated $494K and bringing the position to 23,135 shares worth $1.78M. The position accounts for ﹤0.01% of the portfolio, ranked #1463.

Corient Private Wealth first reported a position in LMB in Q3 2023 and has held it in 8 quarters since. 178 funds tracked by Wall St. Rank hold LMB as of Q2 2026.

  • Corient Private Wealth held 23,135 shares of Limbach Holdings worth $1.78M as of Q2 2026.
  • Corient Private Wealth bought 5,938 Limbach Holdings shares in Q2 2026, an estimated $494K.
  • Limbach Holdings made up ﹤0.01% of Corient Private Wealth's portfolio in Q2 2026, its #1463 holding.
  • Corient Private Wealth first reported a position in Limbach Holdings in Q3 2023 and has held it in 8 quarters since.
  • 178 funds tracked by Wall St. Rank held Limbach Holdings as of Q2 2026.

Based on Corient Private Wealth's 13F filing for Q2 2026, filed 12 Aug 2026.