EverSource Wealth Advisors’s Limbach Holdings LMB Stock Holding History

EverSource Wealth Advisors’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	$77	Sell	1 -7	-88%	-$582	﹤0.01%	4328
2026 Q1	$624	Buy	+8	New	+$673	﹤0.01%	4006
2025 Q4	–	Sell	-23	Closed	-$2.23K	–	4359
2025 Q3	$2.23K	Buy	23 +3	+15%	+$361	﹤0.01%	3481
2025 Q2	$2.8K	Buy	20 +16	+400%	+$1.82K	﹤0.01%	3382
2025 Q1	$298	Buy	4 +2	+100%	+$175	﹤0.01%	3601
2024 Q4	$171	Buy	+2	New	+$176	﹤0.01%	3460

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

EverSource Wealth Advisors's LMB Position: Q2 2026 in Review

EverSource Wealth Advisors reduced its Limbach Holdings (LMB) stake by 88% in Q2 2026, selling an estimated $582 and leaving 1 share worth $77. The position accounts for ﹤0.01% of the portfolio, ranked #4328.

EverSource Wealth Advisors first reported a position in LMB in Q4 2024 and has held it in 6 quarters since. The position peaked at $2.8K in Q2 2025. 178 funds tracked by Wall St. Rank hold LMB as of Q2 2026.

EverSource Wealth Advisors held 1 share of Limbach Holdings worth $77 as of Q2 2026.
EverSource Wealth Advisors sold 7 Limbach Holdings shares in Q2 2026, an estimated $582.
Limbach Holdings made up ﹤0.01% of EverSource Wealth Advisors's portfolio in Q2 2026, its #4328 holding.
EverSource Wealth Advisors first reported a position in Limbach Holdings in Q4 2024 and has held it in 6 quarters since.
EverSource Wealth Advisors's Limbach Holdings position peaked at $2.8K in Q2 2025.
178 funds tracked by Wall St. Rank held Limbach Holdings as of Q2 2026.

Based on EverSource Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.