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Isthmus Partners’s Limbach Holdings LMB Stock Holding History

Isthmus 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
2026
Q2 		$3.18M Buy
41,324
+850
+2% +$70.7K 0.31% 89
2026
Q1 		$3.16M Sell
40,474
-144
-0.4% -$12.1K 0.33% 83
2025
Q4 		$3.16M Buy
40,618
+6,047
+17% +$498K 0.35% 75
2025
Q3 		$3.36M Buy
34,571
+251
+0.7% +$30.2K 0.74% 37
2025
Q2 		$4.81M Sell
34,320
-10,154
-23% -$1.15M 0.56% 50
2025
Q1 		$3.31M Sell
44,474
-84
-0.2% -$7.34K 0.41% 60
2024
Q4 		$3.81M Sell
44,558
-380
-0.8% -$33.5K 0.46% 56
2024
Q3 		$3.4M Buy
+44,938
New +$2.86M 0.4% 64

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
EIP
Easterly Investment Partners Beverly, Massachusetts $1.97B AUM 25.87% 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
BCM
Bourgeon Capital Management Darien, Connecticut $679M AUM 50.89% 1-Year Est. Return
PFSRSONJ
Police & Firemen's Retirement System of New Jersey Trenton, New Jersey $13.3B AUM 45.46% 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

Isthmus Partners's LMB Position: Q2 2026 in Review

Isthmus Partners increased its Limbach Holdings (LMB) stake by 2.1% in Q2 2026, buying an estimated $70.7K and bringing the position to 41,324 shares worth $3.18M. The position accounts for 0.31% of the portfolio, ranked #89.

Isthmus Partners first reported a position in LMB in Q3 2024 and has held it in 8 quarters since. The position peaked at $4.81M in Q2 2025. 23 funds tracked by Wall St. Rank hold LMB as of Q2 2026.

  • Isthmus Partners held 41,324 shares of Limbach Holdings worth $3.18M as of Q2 2026.
  • Isthmus Partners bought 850 Limbach Holdings shares in Q2 2026, an estimated $70.7K.
  • Limbach Holdings made up 0.31% of Isthmus Partners's portfolio in Q2 2026, its #89 holding.
  • Isthmus Partners first reported a position in Limbach Holdings in Q3 2024 and has held it in 8 quarters since.
  • Isthmus Partners's Limbach Holdings position peaked at $4.81M in Q2 2025.
  • 23 funds tracked by Wall St. Rank held Limbach Holdings as of Q2 2026.

Based on Isthmus Partners's 13F filing for Q2 2026, filed 20 Jul 2026.