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OSAM
O'Shaughnessy Asset Management’s
Limbach Holdings
LMB
Stock Holding History
O'Shaughnessy Asset 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
2026
Q1
$1.3M
Sell
16,653
-211
-1%
-$17.8K
0.01%
1066
2025
Q4
$1.31M
Sell
16,864
-4,609
-21%
-$379K
0.01%
1032
2025
Q3
$2.09M
Sell
21,473
-1,367
-6%
-$165K
0.01%
812
2025
Q2
$3.2M
Sell
22,840
-3,998
-15%
-$454K
0.02%
613
2025
Q1
$2M
Sell
26,838
-2,507
-9%
-$219K
0.02%
689
2024
Q4
$2.51M
Sell
29,345
-2,538
-8%
-$224K
0.02%
594
2024
Q3
$2.7M
Sell
31,883
-6,810
-18%
-$433K
0.02%
560
2024
Q2
$2.2M
Sell
38,693
-13,107
-25%
-$648K
0.02%
572
2024
Q1
$2.15M
Sell
51,800
-21,960
-30%
-$955K
0.02%
568
2023
Q4
$3.35M
Sell
73,760
-16,861
-19%
-$606K
0.04%
400
2023
Q3
$2.88M
Sell
90,621
-3,102
-3%
-$93.9K
0.04%
397
2023
Q2
$2.32M
Buy
93,723
+19,770
+27%
+$398K
0.03%
421
2023
Q1
$1.28M
Buy
73,953
+49,172
+198%
+$668K
0.02%
579
2022
Q4
$258K
Buy
24,781
+11,643
+89%
+$111K
﹤0.01%
1028
2022
Q3
$100K
Buy
+13,138
New
+$86.4K
﹤0.01%
1165
2021
Q4
–
Sell
-12,071
Closed
-$80K
–
1922
2021
Q3
$80K
Sell
12,071
-6,326
-34%
-$51.7K
﹤0.01%
1464
2021
Q2
$170K
Sell
18,397
-7,396
-29%
-$74.4K
﹤0.01%
1107
2021
Q1
$272K
Buy
25,793
+2,442
+10%
+$31.5K
0.01%
804
2020
Q4
$288K
Buy
+23,351
New
+$251K
0.01%
707
Other funds holding LMB
WA
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
$5.7T 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
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
Geode Capital Management
Boston, Massachusetts
$1.61T AUM
30.72%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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