MWM
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Moran Wealth Management’s Limbach Holdings LMB Stock Holding History

Moran Wealth Management’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
-7,214
Closed -$701K – 517
2025
Q3 		$701K Buy
7,214
+388
+6% +$46.7K 0.02% 373
2025
Q2 		$956K Sell
6,826
-22
-0.3% -$2.5K 0.03% 331
2025
Q1 		$510K Buy
+6,848
New +$598K 0.02% 383

Other funds holding LMB

BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $59.5B AUM 35.96% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 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 $2.3T AUM 54.33% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
RA
Royce & Associates New York $12.4B AUM 64.17% 1-Year Est. Return
NPIC
Neumeier Poma Investment Counsel Carmel, California $1.46B AUM 71.13% 1-Year Est. Return
CCM
Corsair Capital Management New York $800M AUM 94.38% 1-Year Est. Return

Moran Wealth Management's LMB Position: Q4 2025 in Review

Moran Wealth Management sold out of Limbach Holdings (LMB) in Q4 2025, closing a stake of 7,214 shares — an estimated $701K sold.

Moran Wealth Management first reported a position in LMB in Q1 2025 and held it in 3 quarters. The position peaked at $956K in Q2 2025. 183 funds tracked by Wall St. Rank hold LMB as of Q4 2025.

  • Moran Wealth Management reported no remaining Limbach Holdings position as of Q4 2025 after selling out during the quarter.
  • Moran Wealth Management sold 7,214 Limbach Holdings shares in Q4 2025, an estimated $701K.
  • Moran Wealth Management first reported a position in Limbach Holdings in Q1 2025 and held it in 3 quarters.
  • Moran Wealth Management's Limbach Holdings position peaked at $956K in Q2 2025.
  • 183 funds tracked by Wall St. Rank held Limbach Holdings as of Q4 2025.

Based on Moran Wealth Management's 13F filing for Q4 2025, filed 26 Jan 2026.