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Integrated Wealth Concepts’s Limbach Holdings LMB Stock Holding History

Integrated Wealth Concepts’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 		$462 Buy
+6
New +$499 ﹤0.01% 5655

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

Integrated Wealth Concepts's LMB Position: Q2 2026 in Review

Integrated Wealth Concepts opened a new position in Limbach Holdings (LMB) in Q2 2026: 6 shares worth $462. The stake represents ﹤0.01% of the portfolio and ranks #5655 among its holdings.

178 funds tracked by Wall St. Rank hold LMB as of Q2 2026.

  • Integrated Wealth Concepts held 6 shares of Limbach Holdings worth $462 as of Q2 2026.
  • Limbach Holdings was a new Integrated Wealth Concepts position in Q2 2026.
  • Limbach Holdings made up ﹤0.01% of Integrated Wealth Concepts's portfolio in Q2 2026, its #5655 holding.
  • 178 funds tracked by Wall St. Rank held Limbach Holdings as of Q2 2026.

Based on Integrated Wealth Concepts's 13F filing for Q2 2026, filed 12 Aug 2026.