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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
Q2 		– Sell
-788
Closed -$61.5K – 2800
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

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $59.5B AUM 35.96% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
RA
Royce & Associates New York $12.4B AUM 64.17% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
NPIC
Neumeier Poma Investment Counsel Carmel, California $1.46B AUM 71.13% 1-Year Est. Return
Geode Capital Management
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
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Pinnacle Wealth Planning Services's LMB Position: Q2 2026 in Review

Pinnacle Wealth Planning Services sold out of Limbach Holdings (LMB) in Q2 2026, closing a stake of 788 shares — an estimated $61.5K sold.

Pinnacle Wealth Planning Services first reported a position in LMB in Q4 2025 and held it in 2 quarters. The position peaked at $61.5K in Q1 2026. 178 funds tracked by Wall St. Rank hold LMB as of Q2 2026.

  • Pinnacle Wealth Planning Services reported no remaining Limbach Holdings position as of Q2 2026 after selling out during the quarter.
  • Pinnacle Wealth Planning Services sold 788 Limbach Holdings shares in Q2 2026, an estimated $61.5K.
  • Pinnacle Wealth Planning Services first reported a position in Limbach Holdings in Q4 2025 and held it in 2 quarters.
  • Pinnacle Wealth Planning Services's Limbach Holdings position peaked at $61.5K in Q1 2026.
  • 178 funds tracked by Wall St. Rank held Limbach Holdings as of Q2 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q2 2026, filed 7 Aug 2026.