LA
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Legacy Advisors’s Limbach Holdings LMB Stock Holding History

Legacy Advisors’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
Q1 		$427K Buy
+409
New +$35.7K 0.04% 287

Other funds holding LMB

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
CCM
Corsair Capital Management New York $800M AUM 94.38% 1-Year Est. Return
Rockefeller Capital Management
Rockefeller Capital Management New York $65.2B AUM 31.44% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
RA
Royce & Associates New York $12.4B AUM 64.17% 1-Year Est. Return

Legacy Advisors's LMB Position: Q1 2025 in Review

Legacy Advisors opened a new position in Limbach Holdings (LMB) in Q1 2025: 409 shares worth $427K. The stake represents 0.04% of the portfolio and ranks #287 among its holdings.

194 funds tracked by Wall St. Rank hold LMB as of Q1 2025.

  • Legacy Advisors held 409 shares of Limbach Holdings worth $427K as of Q1 2025.
  • Limbach Holdings was a new Legacy Advisors position in Q1 2025.
  • Limbach Holdings made up 0.04% of Legacy Advisors's portfolio in Q1 2025, its #287 holding.
  • 194 funds tracked by Wall St. Rank held Limbach Holdings as of Q1 2025.

Based on Legacy Advisors's 13F filing for Q1 2025, filed 23 Apr 2025.