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Larson Financial Group’s Limbach Holdings LMB Stock Holding History

Larson Financial Group’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 		$14.1K Sell
183
-3
-2% -$249 ﹤0.01% 2206
2026
Q1 		$14.5K Buy
186
+11
+6% +$926 ﹤0.01% 2024
2025
Q4 		$13.6K Buy
175
+111
+173% +$9.14K ﹤0.01% 1943
2025
Q3 		$6.22K Buy
+64
New +$7.7K ﹤0.01% 2272

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

Larson Financial Group's LMB Position: Q2 2026 in Review

Larson Financial Group reduced its Limbach Holdings (LMB) stake by 1.6% in Q2 2026, selling an estimated $249 and leaving 183 shares worth $14.1K. The position accounts for ﹤0.01% of the portfolio, ranked #2206.

Larson Financial Group first reported a position in LMB in Q3 2025 and has held it in 4 quarters since. The position peaked at $14.5K in Q1 2026. 178 funds tracked by Wall St. Rank hold LMB as of Q2 2026.

  • Larson Financial Group held 183 shares of Limbach Holdings worth $14.1K as of Q2 2026.
  • Larson Financial Group sold 3 Limbach Holdings shares in Q2 2026, an estimated $249.
  • Limbach Holdings made up ﹤0.01% of Larson Financial Group's portfolio in Q2 2026, its #2206 holding.
  • Larson Financial Group first reported a position in Limbach Holdings in Q3 2025 and has held it in 4 quarters since.
  • Larson Financial Group's Limbach Holdings position peaked at $14.5K in Q1 2026.
  • 178 funds tracked by Wall St. Rank held Limbach Holdings as of Q2 2026.

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