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
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

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 $5.72T 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

Creative Planning's LMB Position: Q1 2026 in Review

Creative Planning increased its Limbach Holdings (LMB) stake by 70% in Q1 2026, buying an estimated $254K and bringing the position to 7,300 shares worth $570K. The position accounts for ﹤0.01% of the portfolio, ranked #2928.

Creative Planning first reported a position in LMB in Q4 2024 and has held it in 5 quarters since. The position peaked at $857K in Q2 2025. 191 funds tracked by Wall St. Rank hold LMB as of Q1 2026.

  • Creative Planning held 7,300 shares of Limbach Holdings worth $570K as of Q1 2026.
  • Creative Planning bought 3,015 Limbach Holdings shares in Q1 2026, an estimated $254K.
  • Limbach Holdings made up ﹤0.01% of Creative Planning's portfolio in Q1 2026, its #2928 holding.
  • Creative Planning first reported a position in Limbach Holdings in Q4 2024 and has held it in 5 quarters since.
  • Creative Planning's Limbach Holdings position peaked at $857K in Q2 2025.
  • 191 funds tracked by Wall St. Rank held Limbach Holdings as of Q1 2026.

Based on Creative Planning's 13F filing for Q1 2026, filed 12 May 2026.