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LRI Investments’s Limbach Holdings LMB Stock Holding History

LRI Investments’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 		– Sell
-46
Closed -$3.59K – 1981
2026
Q1 		$3.59K Hold
46
– – ﹤0.01% 1168
2025
Q4 		$3.59K Hold
46
– – ﹤0.01% 1103
2025
Q3 		$4.47K Buy
46
+5
+12% +$602 ﹤0.01% 1071
2025
Q2 		$5.74K Sell
41
-5
-11% -$568 ﹤0.01% 985
2025
Q1 		$3.42K Buy
46
+11
+31% +$961 ﹤0.01% 1023
2024
Q4 		$3.02K Hold
35
– – ﹤0.01% 1021
2024
Q3 		$3.14K Buy
+35
New +$2.23K ﹤0.01% 1012

Other funds holding LMB

WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
RRAM
River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return
IP
Isthmus Partners Madison, Wisconsin $1.03B AUM 22.86% 1-Year Est. Return
CNAM
Campbell Newman Asset Management Milwaukee, Wisconsin $1.35B AUM 38.87% 1-Year Est. Return
PA
PFG Advisors Phoenix, Arizona $1.98B AUM 28.18% 1-Year Est. Return
CFG
Cassilly Financial Group Severna Park, Maryland $138M AUM
AWM
Accurate Wealth Management Wesley Chapel, Florida $1.05B AUM 30.92% 1-Year Est. Return
ACS
Archford Capital Strategies Swansea, Illinois $987M AUM 29.31% 1-Year Est. Return
PCM
Palouse Capital Management Spokane, Washington $160M AUM 36.15% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

LRI Investments's LMB Position: Q2 2026 in Review

LRI Investments sold out of Limbach Holdings (LMB) in Q2 2026, closing a stake of 46 shares — an estimated $3.59K sold.

LRI Investments first reported a position in LMB in Q3 2024 and held it in 7 quarters. The position peaked at $5.74K in Q2 2025. 16 funds tracked by Wall St. Rank hold LMB as of Q2 2026.

  • LRI Investments reported no remaining Limbach Holdings position as of Q2 2026 after selling out during the quarter.
  • LRI Investments sold 46 Limbach Holdings shares in Q2 2026, an estimated $3.59K.
  • LRI Investments first reported a position in Limbach Holdings in Q3 2024 and held it in 7 quarters.
  • LRI Investments's Limbach Holdings position peaked at $5.74K in Q2 2025.
  • 16 funds tracked by Wall St. Rank held Limbach Holdings as of Q2 2026.

Based on LRI Investments's 13F filing for Q2 2026, filed 14 Jul 2026.