Kestra Private Wealth Services’s Limbach Holdings LMB Stock Holding History

Kestra Private Wealth Services’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
2025 Q4	–	Sell	-5,003	Closed	-$486K	–	1777
2025 Q3	$486K	Buy	5,003 +768	+18%	+$92.4K	0.01%	1114
2025 Q2	$593K	Buy	+4,235	New	+$481K	0.01%	950
2025 Q1	–	Sell	-11,563	Closed	-$989K	–	1542
2024 Q4	$989K	Buy	11,563 +3,075	+36%	+$271K	0.02%	654
2024 Q3	$643K	Buy	8,488 +300	+4%	+$19.1K	0.01%	772
2024 Q2	$466K	Buy	8,188 +656	+9%	+$32.4K	0.01%	863
2024 Q1	$312K	Buy	+7,532	New	+$327K	0.01%	996

Other funds holding LMB

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return

Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

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

Kestra Private Wealth Services's LMB Position: Q4 2025 in Review

Kestra Private Wealth Services sold out of Limbach Holdings (LMB) in Q4 2025, closing a stake of 5,003 shares — an estimated $486K sold.

Kestra Private Wealth Services first reported a position in LMB in Q1 2024 and held it in 6 quarters. The position peaked at $989K in Q4 2024. 183 funds tracked by Wall St. Rank hold LMB as of Q4 2025.

Kestra Private Wealth Services reported no remaining Limbach Holdings position as of Q4 2025 after selling out during the quarter.
Kestra Private Wealth Services sold 5,003 Limbach Holdings shares in Q4 2025, an estimated $486K.
Kestra Private Wealth Services first reported a position in Limbach Holdings in Q1 2024 and held it in 6 quarters.
Kestra Private Wealth Services's Limbach Holdings position peaked at $989K in Q4 2024.
183 funds tracked by Wall St. Rank held Limbach Holdings as of Q4 2025.

Based on Kestra Private Wealth Services's 13F filing for Q4 2025, filed 29 Jan 2026.