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 Q2	$24.9M	Buy	323,953 +10,015	+3%	+$833K	1.71%	29
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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Thrivent Financial for Lutherans Minneapolis, Minnesota $59.5B AUM 35.96% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Royce & Associates New York $12.4B AUM 64.17% 1-Year Est. Return

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

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

CCM

Corsair Capital Management New York $800M AUM 94.38% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Neumeier Poma Investment Counsel's LMB Position: Q2 2026 in Review

Neumeier Poma Investment Counsel increased its Limbach Holdings (LMB) stake by 3.2% in Q2 2026, buying an estimated $833K and bringing the position to 323,953 shares worth $24.9M. The position accounts for 1.71% of the portfolio, ranked #29.

Neumeier Poma Investment Counsel first reported a position in LMB in Q1 2024 and has held it in 10 quarters since. The position peaked at $40.4M in Q2 2025. 178 funds tracked by Wall St. Rank hold LMB as of Q2 2026.

Neumeier Poma Investment Counsel held 323,953 shares of Limbach Holdings worth $24.9M as of Q2 2026.
Neumeier Poma Investment Counsel bought 10,015 Limbach Holdings shares in Q2 2026, an estimated $833K.
Limbach Holdings made up 1.71% of Neumeier Poma Investment Counsel's portfolio in Q2 2026, its #29 holding.
Neumeier Poma Investment Counsel first reported a position in Limbach Holdings in Q1 2024 and has held it in 10 quarters since.
Neumeier Poma Investment Counsel's Limbach Holdings position peaked at $40.4M in Q2 2025.
178 funds tracked by Wall St. Rank held Limbach Holdings as of Q2 2026.

Based on Neumeier Poma Investment Counsel's 13F filing for Q2 2026, filed 13 Aug 2026.