IA
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IFP Advisors’s Limbach Holdings LMB Stock Holding History

IFP 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
Q1 		$19.3K Hold
247
– – ﹤0.01% 2799
2025
Q4 		$19.2K Hold
247
– – ﹤0.01% 2742
2025
Q3 		$24K Buy
247
+72
+41% +$8.67K ﹤0.01% 2493
2025
Q2 		$44.7K Sell
175
-255
-59% -$28.9K ﹤0.01% 2100
2025
Q1 		$32.2K Hold
430
– – ﹤0.01% 2085
2024
Q4 		$37K Buy
+430
New +$37.9K ﹤0.01% 1969
2021
Q3 		– Hold
0
– – – 4110
2021
Q2 		– Hold
0
– – – 3841
2021
Q1 		– Hold
0
– – – 3763
2020
Q4 		– Hold
0
– – – 3604
2020
Q3 		– Hold
0
– – – 3481
2020
Q2 		– Hold
0
– – – 3328
2020
Q1 		– Hold
0
– – – 3300
2019
Q4 		– Hold
0
– – – 3293
2019
Q3 		– Hold
0
– – – 3417
2019
Q1 		– Sell
-250
Closed -$1K – 2958
2018
Q4 		$1K Buy
+250
New +$1.83K ﹤0.01% 3338

Other funds holding LMB

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
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return