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Geneva Capital Management’s Limbach Holdings LMB Stock Holding History

Geneva Capital 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 		$14.3M Sell
185,528
-50,562
-21% -$4.2M 0.33% 71
2026
Q1 		$18.4M Buy
+236,090
New +$19.9M 0.39% 66

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

Geneva Capital Management's LMB Position: Q2 2026 in Review

Geneva Capital Management reduced its Limbach Holdings (LMB) stake by 21% in Q2 2026, selling an estimated $4.2M and leaving 185,528 shares worth $14.3M. The position accounts for 0.33% of the portfolio, ranked #71.

Geneva Capital Management first reported a position in LMB in Q1 2026 and has held it in 2 quarters since. The position peaked at $18.4M in Q1 2026. 178 funds tracked by Wall St. Rank hold LMB as of Q2 2026.

  • Geneva Capital Management held 185,528 shares of Limbach Holdings worth $14.3M as of Q2 2026.
  • Geneva Capital Management sold 50,562 Limbach Holdings shares in Q2 2026, an estimated $4.2M.
  • Limbach Holdings made up 0.33% of Geneva Capital Management's portfolio in Q2 2026, its #71 holding.
  • Geneva Capital Management first reported a position in Limbach Holdings in Q1 2026 and has held it in 2 quarters since.
  • Geneva Capital Management's Limbach Holdings position peaked at $18.4M in Q1 2026.
  • 178 funds tracked by Wall St. Rank held Limbach Holdings as of Q2 2026.

Based on Geneva Capital Management's 13F filing for Q2 2026, filed 6 Aug 2026.