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Pinnacle Wealth Planning Services’s Limbach Holdings LMB Stock Holding History

Pinnacle Wealth Planning Services’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 		$61.5K Buy
788
+650
+471% +$54.7K 0.01% 1078
2025
Q4 		$10.7K Buy
+138
New +$11.4K ﹤0.01% 1983

Other funds holding LMB

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
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Fidelity Investments
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
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Pinnacle Wealth Planning Services's LMB Position: Q1 2026 in Review

Pinnacle Wealth Planning Services increased its Limbach Holdings (LMB) stake by 471% in Q1 2026, buying an estimated $54.7K and bringing the position to 788 shares worth $61.5K. The position accounts for 0.01% of the portfolio, ranked #1078.

Pinnacle Wealth Planning Services first reported a position in LMB in Q4 2025 and has held it in 2 quarters since. 191 funds tracked by Wall St. Rank hold LMB as of Q1 2026.

  • Pinnacle Wealth Planning Services held 788 shares of Limbach Holdings worth $61.5K as of Q1 2026.
  • Pinnacle Wealth Planning Services bought 650 Limbach Holdings shares in Q1 2026, an estimated $54.7K.
  • Limbach Holdings made up 0.01% of Pinnacle Wealth Planning Services's portfolio in Q1 2026, its #1078 holding.
  • Pinnacle Wealth Planning Services first reported a position in Limbach Holdings in Q4 2025 and has held it in 2 quarters since.
  • 191 funds tracked by Wall St. Rank held Limbach Holdings as of Q1 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q1 2026, filed 11 May 2026.