HFS
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Hughes Financial Services’s Limbach Holdings LMB Stock Holding History

Hughes Financial 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
2026
Q2 		$77 Sell
1
-1
-50% -$83 ﹤0.01% 1506
2026
Q1 		$156 Buy
2
+1
+100% +$84 ﹤0.01% 1162
2025
Q4 		$78 Buy
+1
New +$82 ﹤0.01% 1092

Other funds holding LMB

WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
RRAM
River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return
IP
Isthmus Partners Madison, Wisconsin $1.03B AUM 22.86% 1-Year Est. Return
CNAM
Campbell Newman Asset Management Milwaukee, Wisconsin $1.35B AUM 38.87% 1-Year Est. Return
PA
PFG Advisors Phoenix, Arizona $1.98B AUM 28.18% 1-Year Est. Return
CFG
Cassilly Financial Group Severna Park, Maryland $138M AUM
AWM
Accurate Wealth Management Wesley Chapel, Florida $1.05B AUM 30.92% 1-Year Est. Return
ACS
Archford Capital Strategies Swansea, Illinois $987M AUM 29.31% 1-Year Est. Return
PCM
Palouse Capital Management Spokane, Washington $160M AUM 36.15% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

Hughes Financial Services's LMB Position: Q2 2026 in Review

Hughes Financial Services reduced its Limbach Holdings (LMB) stake by 50% in Q2 2026, selling an estimated $83 and leaving 1 share worth $77. The position accounts for ﹤0.01% of the portfolio, ranked #1506.

Hughes Financial Services first reported a position in LMB in Q4 2025 and has held it in 3 quarters since. The position peaked at $156 in Q1 2026. 17 funds tracked by Wall St. Rank hold LMB as of Q2 2026.

  • Hughes Financial Services held 1 share of Limbach Holdings worth $77 as of Q2 2026.
  • Hughes Financial Services sold 1 Limbach Holdings share in Q2 2026, an estimated $83.
  • Limbach Holdings made up ﹤0.01% of Hughes Financial Services's portfolio in Q2 2026, its #1506 holding.
  • Hughes Financial Services first reported a position in Limbach Holdings in Q4 2025 and has held it in 3 quarters since.
  • Hughes Financial Services's Limbach Holdings position peaked at $156 in Q1 2026.
  • 17 funds tracked by Wall St. Rank held Limbach Holdings as of Q2 2026.

Based on Hughes Financial Services's 13F filing for Q2 2026, filed 20 Jul 2026.