Creative Planning
LMB icon

Creative Planning’s Limbach Holdings LMB Stock Holding History

Creative Planning’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 		$928K Buy
12,051
+4,751
+65% +$395K ﹤0.01% 2703
2026
Q1 		$570K Buy
7,300
+3,015
+70% +$254K ﹤0.01% 2928
2025
Q4 		$334K Sell
4,285
-552
-11% -$45.4K ﹤0.01% 3171
2025
Q3 		$470K Sell
4,837
-1,281
-21% -$154K ﹤0.01% 2779
2025
Q2 		$857K Buy
+6,118
New +$694K ﹤0.01% 1993
2025
Q1 		– Sell
-68
Closed -$5.82K – 3614
2024
Q4 		$5.82K Buy
+68
New +$5.99K ﹤0.01% 3405

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

Creative Planning's LMB Position: Q2 2026 in Review

Creative Planning increased its Limbach Holdings (LMB) stake by 65% in Q2 2026, buying an estimated $395K and bringing the position to 12,051 shares worth $928K. The position accounts for ﹤0.01% of the portfolio, ranked #2703.

Creative Planning first reported a position in LMB in Q4 2024 and has held it in 6 quarters since. 179 funds tracked by Wall St. Rank hold LMB as of Q2 2026.

  • Creative Planning held 12,051 shares of Limbach Holdings worth $928K as of Q2 2026.
  • Creative Planning bought 4,751 Limbach Holdings shares in Q2 2026, an estimated $395K.
  • Limbach Holdings made up ﹤0.01% of Creative Planning's portfolio in Q2 2026, its #2703 holding.
  • Creative Planning first reported a position in Limbach Holdings in Q4 2024 and has held it in 6 quarters since.
  • 179 funds tracked by Wall St. Rank held Limbach Holdings as of Q2 2026.

Based on Creative Planning's 13F filing for Q2 2026, filed 13 Aug 2026.