Jones Financial Companies
LMB icon

Jones Financial Companies’s Limbach Holdings LMB Stock Holding History

Jones Financial Companies’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 		$9.26K Sell
114
-1,001
-90% -$83.2K ﹤0.01% 3827
2026
Q1 		$90.1K Buy
1,115
+1,015
+1,015% +$85.4K ﹤0.01% 2708
2025
Q4 		$7.79K Buy
100
+10
+11% +$823 ﹤0.01% 3329
2025
Q3 		$8.43K Sell
90
-38
-30% -$4.57K ﹤0.01% 3150
2025
Q2 		$17.8K Buy
128
+65
+103% +$7.38K ﹤0.01% 2648
2025
Q1 		$4.8K Buy
63
+50
+385% +$4.37K ﹤0.01% 2970
2024
Q4 		$1.11K Buy
+13
New +$1.15K ﹤0.01% 3114

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 $13.5B AUM 16.58% 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

Jones Financial Companies's LMB Position: Q2 2026 in Review

Jones Financial Companies reduced its Limbach Holdings (LMB) stake by 90% in Q2 2026, selling an estimated $83.2K and leaving 114 shares worth $9.26K. The position accounts for ﹤0.01% of the portfolio, ranked #3827.

Jones Financial Companies first reported a position in LMB in Q4 2024 and has held it in 7 quarters since. The position peaked at $90.1K in Q1 2026. 178 funds tracked by Wall St. Rank hold LMB as of Q2 2026.

  • Jones Financial Companies held 114 shares of Limbach Holdings worth $9.26K as of Q2 2026.
  • Jones Financial Companies sold 1,001 Limbach Holdings shares in Q2 2026, an estimated $83.2K.
  • Limbach Holdings made up ﹤0.01% of Jones Financial Companies's portfolio in Q2 2026, its #3827 holding.
  • Jones Financial Companies first reported a position in Limbach Holdings in Q4 2024 and has held it in 7 quarters since.
  • Jones Financial Companies's Limbach Holdings position peaked at $90.1K in Q1 2026.
  • 178 funds tracked by Wall St. Rank held Limbach Holdings as of Q2 2026.

Based on Jones Financial Companies's 13F filing for Q2 2026, filed 14 Aug 2026.