Rise Advisors’s Limbach Holdings LMB Stock Holding History

Rise Advisors’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	-7	Closed	-$680	–	850
2025 Q3	$680	Hold	7	–	–	﹤0.01%	1337
2025 Q2	$981	Buy	+7	New	+$795	﹤0.01%	1291

Other funds holding LMB

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

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

Rise Advisors's LMB Position: Q4 2025 in Review

Rise Advisors sold out of Limbach Holdings (LMB) in Q4 2025, closing a stake of 7 shares — an estimated $680 sold.

Rise Advisors first reported a position in LMB in Q2 2025 and held it in 2 quarters. The position peaked at $981 in Q2 2025. 183 funds tracked by Wall St. Rank hold LMB as of Q4 2025.

Rise Advisors reported no remaining Limbach Holdings position as of Q4 2025 after selling out during the quarter.
Rise Advisors sold 7 Limbach Holdings shares in Q4 2025, an estimated $680.
Rise Advisors first reported a position in Limbach Holdings in Q2 2025 and held it in 2 quarters.
Rise Advisors's Limbach Holdings position peaked at $981 in Q2 2025.
183 funds tracked by Wall St. Rank held Limbach Holdings as of Q4 2025.

Based on Rise Advisors's 13F filing for Q4 2025, filed 11 Feb 2026.