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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
Q2 		$701K Sell
9,104
-38
-0.4% -$3.16K 0.01% 735
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

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

Ritholtz Wealth Management's LMB Position: Q2 2026 in Review

Ritholtz Wealth Management reduced its Limbach Holdings (LMB) stake by 0.42% in Q2 2026, selling an estimated $3.16K and leaving 9,104 shares worth $701K. The position accounts for 0.01% of the portfolio, ranked #735.

Ritholtz Wealth Management first reported a position in LMB in Q4 2022 and has held it in 15 quarters since. The position peaked at $1.35M in Q2 2025. 178 funds tracked by Wall St. Rank hold LMB as of Q2 2026.

  • Ritholtz Wealth Management held 9,104 shares of Limbach Holdings worth $701K as of Q2 2026.
  • Ritholtz Wealth Management sold 38 Limbach Holdings shares in Q2 2026, an estimated $3.16K.
  • Limbach Holdings made up 0.01% of Ritholtz Wealth Management's portfolio in Q2 2026, its #735 holding.
  • Ritholtz Wealth Management first reported a position in Limbach Holdings in Q4 2022 and has held it in 15 quarters since.
  • Ritholtz Wealth Management's Limbach Holdings position peaked at $1.35M in Q2 2025.
  • 178 funds tracked by Wall St. Rank held Limbach Holdings as of Q2 2026.

Based on Ritholtz Wealth Management's 13F filing for Q2 2026, filed 10 Aug 2026.