Neumeier Poma Investment Counsel’s Limbach Holdings LMB Stock Holding History

Neumeier Poma Investment Counsel’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	$24.5M	Sell	313,938 -4,300	-1%	-$362K	2.02%	26
2025 Q4	$24.8M	Buy	318,238 +191,685	+151%	+$15.8M	2.05%	24
2025 Q3	$12.3M	Sell	126,553 -162,065	-56%	-$19.5M	1.01%	38
2025 Q2	$40.4M	Sell	288,618 -38,708	-12%	-$4.39M	3.77%	5
2025 Q1	$24.4M	Sell	327,326 -134,499	-29%	-$11.8M	2.62%	15
2024 Q4	$39.5M	Sell	461,825 -70,200	-13%	-$6.19M	3.83%	5
2024 Q3	$40.3M	Buy	532,025 +53,755	+11%	+$3.42M	3.84%	3
2024 Q2	$27.2M	Sell	478,270 -9,195	-2%	-$454K	2.49%	15
2024 Q1	$20.2M	Buy	+487,465	New	+$21.2M	1.85%	25

Other funds holding LMB

Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return

Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return

CCM

Corsair Capital Management New York $673M AUM 109.99% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Neumeier Poma Investment Counsel's LMB Position: Q1 2026 in Review

Neumeier Poma Investment Counsel reduced its Limbach Holdings (LMB) stake by 1.4% in Q1 2026, selling an estimated $362K and leaving 313,938 shares worth $24.5M. The position accounts for 2.02% of the portfolio, ranked #26.

Neumeier Poma Investment Counsel first reported a position in LMB in Q1 2024 and has held it in 9 quarters since. The position peaked at $40.4M in Q2 2025. 191 funds tracked by Wall St. Rank hold LMB as of Q1 2026.

Neumeier Poma Investment Counsel held 313,938 shares of Limbach Holdings worth $24.5M as of Q1 2026.
Neumeier Poma Investment Counsel sold 4,300 Limbach Holdings shares in Q1 2026, an estimated $362K.
Limbach Holdings made up 2.02% of Neumeier Poma Investment Counsel's portfolio in Q1 2026, its #26 holding.
Neumeier Poma Investment Counsel first reported a position in Limbach Holdings in Q1 2024 and has held it in 9 quarters since.
Neumeier Poma Investment Counsel's Limbach Holdings position peaked at $40.4M in Q2 2025.
191 funds tracked by Wall St. Rank held Limbach Holdings as of Q1 2026.

Based on Neumeier Poma Investment Counsel's 13F filing for Q1 2026, filed 13 May 2026.