MA
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Montag & Associates’s Limbach Holdings LMB Stock Holding History

Montag & Associates’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
Q4 		– Sell
-4
Closed -$389 – 1071
2025
Q3 		$389 Buy
+4
New +$481 ﹤0.01% 1098

Other funds holding LMB

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
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
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
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

Montag & Associates's LMB Position: Q4 2025 in Review

Montag & Associates sold out of Limbach Holdings (LMB) in Q4 2025, closing a stake of 4 shares — an estimated $389 sold.

Montag & Associates first reported a position in LMB in Q3 2025 and held it in 1 quarter. The position peaked at $389 in Q3 2025. 183 funds tracked by Wall St. Rank hold LMB as of Q4 2025.

  • Montag & Associates reported no remaining Limbach Holdings position as of Q4 2025 after selling out during the quarter.
  • Montag & Associates sold 4 Limbach Holdings shares in Q4 2025, an estimated $389.
  • Montag & Associates first reported a position in Limbach Holdings in Q3 2025 and held it in 1 quarter.
  • Montag & Associates's Limbach Holdings position peaked at $389 in Q3 2025.
  • 183 funds tracked by Wall St. Rank held Limbach Holdings as of Q4 2025.

Based on Montag & Associates's 13F filing for Q4 2025, filed 2 Feb 2026.