LPL Financial
LMB icon

LPL Financial’s Limbach Holdings LMB Stock Holding History

LPL Financial’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 		$452K Sell
5,864
-2,320
-28% -$193K ﹤0.01% 5104
2026
Q1 		$639K Buy
8,184
+2,140
+35% +$180K ﹤0.01% 4552
2025
Q4 		$471K Sell
6,044
-6,476
-52% -$533K ﹤0.01% 4769
2025
Q3 		$1.22M Sell
12,520
-5,542
-31% -$667K ﹤0.01% 3809
2025
Q2 		$2.53M Buy
18,062
+4,072
+29% +$462K ﹤0.01% 2905
2025
Q1 		$1.04M Buy
13,990
+7,793
+126% +$681K ﹤0.01% 3519
2024
Q4 		$530K Buy
6,197
+644
+12% +$56.8K ﹤0.01% 4045
2024
Q3 		$421K Sell
5,553
-2,003
-27% -$127K ﹤0.01% 4150
2024
Q2 		$430K Buy
7,556
+178
+2% +$8.79K ﹤0.01% 3987
2024
Q1 		$306K Buy
7,378
+961
+15% +$41.8K ﹤0.01% 4178
2023
Q4 		$292K Buy
+6,417
New +$230K ﹤0.01% 4109
2020
Q1 		– Sell
-10,850
Closed -$41K – 3341
2019
Q4 		$41K Sell
10,850
-29,631
-73% -$115K ﹤0.01% 3283
2019
Q3 		$200K Sell
40,481
-38
-0.1% -$256 ﹤0.01% 3001
2019
Q2 		$369K Buy
40,519
+3,954
+11% +$34.4K ﹤0.01% 2523
2019
Q1 		$277K Buy
36,565
+425
+1% +$2.42K ﹤0.01% 2712
2018
Q4 		$133K Sell
36,140
-7,200
-17% -$52.7K ﹤0.01% 2918
2018
Q3 		$488K Buy
43,340
+800
+2% +$8.5K ﹤0.01% 2254
2018
Q2 		$503K Hold
42,540
– – ﹤0.01% 2186
2018
Q1 		$520K Buy
42,540
+1,300
+3% +$16.8K ﹤0.01% 2116
2017
Q4 		$570K Hold
41,240
– – ﹤0.01% 1942
2017
Q3 		$556K Buy
+41,240
New +$526K ﹤0.01% 1860

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

LPL Financial's LMB Position: Q2 2026 in Review

LPL Financial reduced its Limbach Holdings (LMB) stake by 28% in Q2 2026, selling an estimated $193K and leaving 5,864 shares worth $452K. The position accounts for ﹤0.01% of the portfolio, ranked #5104.

LPL Financial first reported a position in LMB in Q3 2017 and has held it in 21 quarters since. The position peaked at $2.53M in Q2 2025. 178 funds tracked by Wall St. Rank hold LMB as of Q2 2026.

  • LPL Financial held 5,864 shares of Limbach Holdings worth $452K as of Q2 2026.
  • LPL Financial sold 2,320 Limbach Holdings shares in Q2 2026, an estimated $193K.
  • Limbach Holdings made up ﹤0.01% of LPL Financial's portfolio in Q2 2026, its #5104 holding.
  • LPL Financial first reported a position in Limbach Holdings in Q3 2017 and has held it in 21 quarters since.
  • LPL Financial's Limbach Holdings position peaked at $2.53M in Q2 2025.
  • 178 funds tracked by Wall St. Rank held Limbach Holdings as of Q2 2026.

Based on LPL Financial's 13F filing for Q2 2026, filed 7 Aug 2026.