Cornerstone Planning Group
LMB icon

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
Q3 		– Sell
-17
Closed -$1.28K – 1028
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

Isthmus Partners
Isthmus Partners Madison, Wisconsin $1.04B AUM 19.97% 1-Year Est. Return
Polaris Capital Management
Polaris Capital Management Boston, Massachusetts $953M AUM 27.74% 1-Year Est. Return
Skylands Capital
Skylands Capital Milwaukee, Wisconsin $762M AUM 14.92% 1-Year Est. Return
Campbell Newman Asset Management
Campbell Newman Asset Management Milwaukee, Wisconsin $1.33B AUM 26.63% 1-Year Est. Return
PFG Advisors
PFG Advisors Phoenix, Arizona $1.96B AUM 19.12% 1-Year Est. Return
Bourgeon Capital Management
Bourgeon Capital Management Darien, Connecticut $696M AUM 39.92% 1-Year Est. Return
State of Alaska Department of Revenue
State of Alaska Department of Revenue Juneau, Alaska $9.6B AUM 34.67% 1-Year Est. Return
SignatureFD
SignatureFD Atlanta, Georgia $7.76B AUM 16.09% 1-Year Est. Return
Sterling Capital Management
Sterling Capital Management Charlotte, North Carolina $4.92B AUM 24.73% 1-Year Est. Return
Versant Capital Management
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return

Cornerstone Planning Group's LMB Position: Q3 2026 in Review

Cornerstone Planning Group sold out of Limbach Holdings (LMB) in Q3 2026, closing a stake of 17 shares — an estimated $1.28K sold.

Cornerstone Planning Group first reported a position in LMB in Q1 2024 and held it in 10 quarters. The position peaked at $2.28K in Q2 2025. 20 funds tracked by Wall St. Rank hold LMB as of Q3 2026.

  • Cornerstone Planning Group reported no remaining Limbach Holdings position as of Q3 2026 after selling out during the quarter.
  • Cornerstone Planning Group sold 17 Limbach Holdings shares in Q3 2026, an estimated $1.28K.
  • Cornerstone Planning Group first reported a position in Limbach Holdings in Q1 2024 and held it in 10 quarters.
  • Cornerstone Planning Group's Limbach Holdings position peaked at $2.28K in Q2 2025.
  • 20 funds tracked by Wall St. Rank held Limbach Holdings as of Q3 2026.

Based on Cornerstone Planning Group's 13F filing for Q3 2026, filed 16 Oct 2026.