Envestnet Asset Management
LMB icon

Envestnet Asset Management’s Limbach Holdings LMB Stock Holding History

Envestnet Asset Management’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 		$5.64M Sell
73,304
-4,384
-6% -$364K ﹤0.01% 2379
2026
Q1 		$6.06M Buy
77,688
+17,917
+30% +$1.51M ﹤0.01% 2183
2025
Q4 		$4.65M Buy
59,771
+7,210
+14% +$593K ﹤0.01% 2224
2025
Q3 		$5.1M Sell
52,561
-674
-1% -$81.1K ﹤0.01% 2230
2025
Q2 		$7.46M Sell
53,235
-23,306
-30% -$2.65M ﹤0.01% 1933
2025
Q1 		$5.7M Buy
76,541
+19,854
+35% +$1.74M ﹤0.01% 2028
2024
Q4 		$4.85M Buy
56,687
+31,002
+121% +$2.73M ﹤0.01% 2121
2024
Q3 		$1.95M Buy
25,685
+19,207
+296% +$1.22M ﹤0.01% 2674
2024
Q2 		$369K Buy
+6,478
New +$320K ﹤0.01% 3612
2024
Q1 		– Sell
-5,229
Closed -$238K – 4239
2023
Q4 		$238K Buy
+5,229
New +$188K ﹤0.01% 3738

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

Envestnet Asset Management's LMB Position: Q2 2026 in Review

Envestnet Asset Management reduced its Limbach Holdings (LMB) stake by 5.6% in Q2 2026, selling an estimated $364K and leaving 73,304 shares worth $5.64M. The position accounts for ﹤0.01% of the portfolio, ranked #2379.

Envestnet Asset Management first reported a position in LMB in Q4 2023 and has held it in 10 quarters since. The position peaked at $7.46M in Q2 2025. 178 funds tracked by Wall St. Rank hold LMB as of Q2 2026.

  • Envestnet Asset Management held 73,304 shares of Limbach Holdings worth $5.64M as of Q2 2026.
  • Envestnet Asset Management sold 4,384 Limbach Holdings shares in Q2 2026, an estimated $364K.
  • Limbach Holdings made up ﹤0.01% of Envestnet Asset Management's portfolio in Q2 2026, its #2379 holding.
  • Envestnet Asset Management first reported a position in Limbach Holdings in Q4 2023 and has held it in 10 quarters since.
  • Envestnet Asset Management's Limbach Holdings position peaked at $7.46M in Q2 2025.
  • 178 funds tracked by Wall St. Rank held Limbach Holdings as of Q2 2026.

Based on Envestnet Asset Management's 13F filing for Q2 2026, filed 3 Aug 2026.