Expect Equity LLC’s Limbach Holdings LMB Stock Holding History

Expect Equity LLC’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	$2.66M	Buy	34,587 +3,250	+10%	+$270K	1.71%	23
2026 Q1	$2.45M	Buy	31,337 +2,826	+10%	+$238K	1.9%	21
2025 Q4	$2.22M	Buy	28,511 +14,169	+99%	+$1.17M	1.83%	25
2025 Q3	$1.39M	Hold	14,342	–	–	1.36%	34
2025 Q2	$2.01M	Sell	14,342 -16,471	-53%	-$1.87M	2.15%	25
2025 Q1	$2.29M	Buy	30,813 +6,146	+25%	+$537K	2.58%	16
2024 Q4	$2.11M	Buy	+24,667	New	+$2.17M	2.21%	23

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

Expect Equity LLC's LMB Position: Q2 2026 in Review

Expect Equity LLC increased its Limbach Holdings (LMB) stake by 10% in Q2 2026, buying an estimated $270K and bringing the position to 34,587 shares worth $2.66M. The position accounts for 1.71% of the portfolio, ranked #23.

Expect Equity LLC first reported a position in LMB in Q4 2024 and has held it in 7 quarters since. 178 funds tracked by Wall St. Rank hold LMB as of Q2 2026.

Expect Equity LLC held 34,587 shares of Limbach Holdings worth $2.66M as of Q2 2026.
Expect Equity LLC bought 3,250 Limbach Holdings shares in Q2 2026, an estimated $270K.
Limbach Holdings made up 1.71% of Expect Equity LLC's portfolio in Q2 2026, its #23 holding.
Expect Equity LLC first reported a position in Limbach Holdings in Q4 2024 and has held it in 7 quarters since.
178 funds tracked by Wall St. Rank held Limbach Holdings as of Q2 2026.

Based on Expect Equity LLC's 13F filing for Q2 2026, filed 14 Aug 2026.