Jones Financial Companies
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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
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

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 $5.72T 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

Jones Financial Companies's LMB Position: Q1 2026 in Review

Jones Financial Companies increased its Limbach Holdings (LMB) stake by 1,015% in Q1 2026, buying an estimated $85.4K and bringing the position to 1,115 shares worth $90.1K. The position accounts for ﹤0.01% of the portfolio, ranked #2708.

Jones Financial Companies first reported a position in LMB in Q4 2024 and has held it in 6 quarters since. 191 funds tracked by Wall St. Rank hold LMB as of Q1 2026.

  • Jones Financial Companies held 1,115 shares of Limbach Holdings worth $90.1K as of Q1 2026.
  • Jones Financial Companies bought 1,015 Limbach Holdings shares in Q1 2026, an estimated $85.4K.
  • Limbach Holdings made up ﹤0.01% of Jones Financial Companies's portfolio in Q1 2026, its #2708 holding.
  • Jones Financial Companies first reported a position in Limbach Holdings in Q4 2024 and has held it in 6 quarters since.
  • 191 funds tracked by Wall St. Rank held Limbach Holdings as of Q1 2026.

Based on Jones Financial Companies's 13F filing for Q1 2026, filed 15 May 2026.