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
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

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 $5.7T 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