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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
Q2 		$19K Hold
247
– – ﹤0.01% 3006
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
2019
Q1 		– Sell
-250
Closed -$1K – 2951
2018
Q4 		$1K Buy
+250
New +$1.83K ﹤0.01% 3338

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

IFP Advisors's LMB Position: Q2 2026 in Review

IFP Advisors held its Limbach Holdings (LMB) position steady in Q2 2026 at 247 shares worth $19K. The position accounts for ﹤0.01% of the portfolio, ranked #3006.

IFP Advisors first reported a position in LMB in Q4 2018 and has held it in 8 quarters since. The position peaked at $44.7K in Q2 2025. 178 funds tracked by Wall St. Rank hold LMB as of Q2 2026.

  • IFP Advisors held 247 shares of Limbach Holdings worth $19K as of Q2 2026.
  • IFP Advisors left its Limbach Holdings share count unchanged in Q2 2026.
  • Limbach Holdings made up ﹤0.01% of IFP Advisors's portfolio in Q2 2026, its #3006 holding.
  • IFP Advisors first reported a position in Limbach Holdings in Q4 2018 and has held it in 8 quarters since.
  • IFP Advisors's Limbach Holdings position peaked at $44.7K in Q2 2025.
  • 178 funds tracked by Wall St. Rank held Limbach Holdings as of Q2 2026.

Based on IFP Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.