First Trust Advisors
LMB icon

First Trust Advisors’s Limbach Holdings LMB Stock Holding History

First Trust 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 		– Sell
-15,655
Closed -$1.22M – 2708
2026
Q1 		$1.22M Sell
15,655
-426,518
-96% -$35.9M ﹤0.01% 2096
2025
Q4 		$34.4M Buy
442,173
+117,035
+36% +$9.63M 0.03% 727
2025
Q3 		$31.6M Sell
325,138
-86,042
-21% -$10.4M 0.02% 753
2025
Q2 		$57.6M Buy
411,180
+379,357
+1,192% +$43.1M 0.05% 489
2025
Q1 		$2.37M Sell
31,823
-290,573
-90% -$25.4M ﹤0.01% 1710
2024
Q4 		$27.6M Buy
322,396
+129,869
+67% +$11.4M 0.02% 745
2024
Q3 		$14.6M Sell
192,527
-359,893
-65% -$22.9M 0.01% 926
2024
Q2 		$31.4M Buy
552,420
+299,624
+119% +$14.8M 0.03% 636
2024
Q1 		$10.5M Sell
252,796
-140,452
-36% -$6.11M 0.01% 998
2023
Q4 		$17.9M Buy
393,248
+366,682
+1,380% +$13.2M 0.02% 810
2023
Q3 		$843K Buy
+26,566
New +$804K ﹤0.01% 2012

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

First Trust Advisors's LMB Position: Q2 2026 in Review

First Trust Advisors sold out of Limbach Holdings (LMB) in Q2 2026, closing a stake of 15,655 shares — an estimated $1.22M sold.

First Trust Advisors first reported a position in LMB in Q3 2023 and held it in 11 quarters. The position peaked at $57.6M in Q2 2025. 178 funds tracked by Wall St. Rank hold LMB as of Q2 2026.

  • First Trust Advisors reported no remaining Limbach Holdings position as of Q2 2026 after selling out during the quarter.
  • First Trust Advisors sold 15,655 Limbach Holdings shares in Q2 2026, an estimated $1.22M.
  • First Trust Advisors first reported a position in Limbach Holdings in Q3 2023 and held it in 11 quarters.
  • First Trust Advisors's Limbach Holdings position peaked at $57.6M in Q2 2025.
  • 178 funds tracked by Wall St. Rank held Limbach Holdings as of Q2 2026.

Based on First Trust Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.