Harvest Investment Services’s Limbach Holdings LMB Stock Holding History

Harvest Investment Services’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
2025 Q3	–	Sell	-14,192	Closed	-$1.99M	–	356
2025 Q2	$1.99M	Sell	14,192 -5,328	-27%	-$605K	0.44%	55
2025 Q1	$1.45M	Sell	19,520 -24,710	-56%	-$2.16M	0.4%	57
2024 Q4	$3.78M	Buy	44,230 +17,580	+66%	+$1.55M	0.93%	27
2024 Q3	$2.02M	Buy	26,650 +22,196	+498%	+$1.41M	0.65%	46
2024 Q2	$254K	Sell	4,454 -14,483	-76%	-$716K	0.1%	162
2024 Q1	$784K	Buy	+18,937	New	+$823K	0.32%	79

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

Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

CCM

Corsair Capital Management New York $800M AUM 94.38% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Harvest Investment Services's LMB Position: Q3 2025 in Review

Harvest Investment Services sold out of Limbach Holdings (LMB) in Q3 2025, closing a stake of 14,192 shares — an estimated $1.99M sold.

Harvest Investment Services first reported a position in LMB in Q1 2024 and held it in 6 quarters. The position peaked at $3.78M in Q4 2024. 200 funds tracked by Wall St. Rank hold LMB as of Q3 2025.

Harvest Investment Services reported no remaining Limbach Holdings position as of Q3 2025 after selling out during the quarter.
Harvest Investment Services sold 14,192 Limbach Holdings shares in Q3 2025, an estimated $1.99M.
Harvest Investment Services first reported a position in Limbach Holdings in Q1 2024 and held it in 6 quarters.
Harvest Investment Services's Limbach Holdings position peaked at $3.78M in Q4 2024.
200 funds tracked by Wall St. Rank held Limbach Holdings as of Q3 2025.

Based on Harvest Investment Services's 13F filing for Q3 2025, filed 17 Nov 2025.