Cornerstone Planning Group’s Limbach Holdings LMB Stock Holding History

Cornerstone Planning Group’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	$1.28K	Hold	17	–	–	﹤0.01%	1436
2026 Q1	$1.94K	Hold	17	–	–	﹤0.01%	1306
2025 Q4	$1.39K	Hold	17	–	–	﹤0.01%	1272
2025 Q3	$1.63K	Hold	17	–	–	﹤0.01%	1205
2025 Q2	$2.28K	Hold	17	–	–	﹤0.01%	904
2025 Q1	$1.55K	Hold	17	–	–	﹤0.01%	1041
2024 Q4	$1.53K	Hold	17	–	–	﹤0.01%	864
2024 Q3	$1.34K	Hold	17	–	–	﹤0.01%	869
2024 Q2	$893	Hold	17	–	–	﹤0.01%	967
2024 Q1	$771	Buy	+17	New	+$739	﹤0.01%	838

Other funds holding LMB

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Thrivent Financial for Lutherans Minneapolis, Minnesota $59.5B AUM 35.96% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Royce & Associates New York $12.4B AUM 64.17% 1-Year Est. Return

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 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 Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Cornerstone Planning Group's LMB Position: Q2 2026 in Review

Cornerstone Planning Group held its Limbach Holdings (LMB) position steady in Q2 2026 at 17 shares worth $1.28K. The position accounts for ﹤0.01% of the portfolio, ranked #1436.

Cornerstone Planning Group first reported a position in LMB in Q1 2024 and has held it in 10 quarters since. The position peaked at $2.28K in Q2 2025. 179 funds tracked by Wall St. Rank hold LMB as of Q2 2026.

Cornerstone Planning Group held 17 shares of Limbach Holdings worth $1.28K as of Q2 2026.
Cornerstone Planning Group left its Limbach Holdings share count unchanged in Q2 2026.
Limbach Holdings made up ﹤0.01% of Cornerstone Planning Group's portfolio in Q2 2026, its #1436 holding.
Cornerstone Planning Group first reported a position in Limbach Holdings in Q1 2024 and has held it in 10 quarters since.
Cornerstone Planning Group's Limbach Holdings position peaked at $2.28K in Q2 2025.
179 funds tracked by Wall St. Rank held Limbach Holdings as of Q2 2026.

Based on Cornerstone Planning Group's 13F filing for Q2 2026, filed 29 Jul 2026.