RWM
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Ritholtz Wealth Management’s Limbach Holdings LMB Stock Holding History

Ritholtz Wealth 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 		$714K Sell
9,142
-127
-1% -$10.7K 0.01% 661
2025
Q4 		$722K Sell
9,269
-51
-0.5% -$4.2K 0.01% 608
2025
Q3 		$905K Sell
9,320
-296
-3% -$35.6K 0.02% 526
2025
Q2 		$1.35M Sell
9,616
-2,025
-17% -$230K 0.03% 391
2025
Q1 		$867K Sell
11,641
-381
-3% -$33.3K 0.03% 438
2024
Q4 		$1.03M Sell
12,022
-949
-7% -$83.7K 0.03% 360
2024
Q3 		$983K Sell
12,971
-1,299
-9% -$82.6K 0.03% 373
2024
Q2 		$812K Sell
14,270
-4,979
-26% -$246K 0.03% 406
2024
Q1 		$797K Sell
19,249
-7,140
-27% -$310K 0.03% 414
2023
Q4 		$1.2M Sell
26,389
-7,675
-23% -$276K 0.05% 270
2023
Q3 		$1.08M Sell
34,064
-2,390
-7% -$72.3K 0.05% 256
2023
Q2 		$902K Buy
36,454
+5,199
+17% +$105K 0.04% 298
2023
Q1 		$541K Buy
31,255
+21,246
+212% +$289K 0.03% 385
2022
Q4 		$104K Buy
+10,009
New +$95.3K 0.01% 553

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 $5.7T 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