HWP
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Highline Wealth Partners’s Limbach Holdings LMB Stock Holding History

Highline Wealth Partners’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
Q4 		– Sell
-16
Closed -$1.55K – 1131
2025
Q3 		$1.55K Hold
16
– – ﹤0.01% 879
2025
Q2 		$2.24K Hold
16
– – ﹤0.01% 621
2025
Q1 		$1.19K Buy
+16
New +$1.4K ﹤0.01% 715

Other funds holding LMB

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
NPIC
Neumeier Poma Investment Counsel Carmel, California $1.21B AUM 70.48% 1-Year Est. Return
CCM
Corsair Capital Management New York $673M AUM 109.99% 1-Year Est. Return

Highline Wealth Partners's LMB Position: Q4 2025 in Review

Highline Wealth Partners sold out of Limbach Holdings (LMB) in Q4 2025, closing a stake of 16 shares — an estimated $1.55K sold.

Highline Wealth Partners first reported a position in LMB in Q1 2025 and held it in 3 quarters. The position peaked at $2.24K in Q2 2025. 183 funds tracked by Wall St. Rank hold LMB as of Q4 2025.

  • Highline Wealth Partners reported no remaining Limbach Holdings position as of Q4 2025 after selling out during the quarter.
  • Highline Wealth Partners sold 16 Limbach Holdings shares in Q4 2025, an estimated $1.55K.
  • Highline Wealth Partners first reported a position in Limbach Holdings in Q1 2025 and held it in 3 quarters.
  • Highline Wealth Partners's Limbach Holdings position peaked at $2.24K in Q2 2025.
  • 183 funds tracked by Wall St. Rank held Limbach Holdings as of Q4 2025.

Based on Highline Wealth Partners's 13F filing for Q4 2025, filed 15 Jan 2026.