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Principal Securities’s Limbach Holdings LMB Stock Holding History

Principal Securities’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
2025
Q4 		– Sell
-5
Closed -$486 – 2600
2025
Q3 		$486 Hold
5
– – ﹤0.01% 3538
2025
Q2 		$701 Sell
5
-3
-38% -$341 ﹤0.01% 3418
2025
Q1 		$684 Hold
8
– – ﹤0.01% 3294
2024
Q4 		$684 Buy
+8
New +$705 ﹤0.01% 3287

Other funds holding LMB

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
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
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
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

Principal Securities's LMB Position: Q4 2025 in Review

Principal Securities sold out of Limbach Holdings (LMB) in Q4 2025, closing a stake of 5 shares — an estimated $486 sold.

Principal Securities first reported a position in LMB in Q4 2024 and held it in 4 quarters. The position peaked at $701 in Q2 2025. 183 funds tracked by Wall St. Rank hold LMB as of Q4 2025.

  • Principal Securities reported no remaining Limbach Holdings position as of Q4 2025 after selling out during the quarter.
  • Principal Securities sold 5 Limbach Holdings shares in Q4 2025, an estimated $486.
  • Principal Securities first reported a position in Limbach Holdings in Q4 2024 and held it in 4 quarters.
  • Principal Securities's Limbach Holdings position peaked at $701 in Q2 2025.
  • 183 funds tracked by Wall St. Rank held Limbach Holdings as of Q4 2025.

Based on Principal Securities's 13F filing for Q4 2025, filed 12 Feb 2026.