Rockefeller Capital Management
LMB icon

Rockefeller Capital Management’s Limbach Holdings LMB Stock Holding History

Rockefeller Capital 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 		$16.1M Sell
209,442
-21,183
-9% -$1.76M 0.02% 554
2026
Q1 		$18M Buy
230,625
+25,161
+12% +$2.12M 0.03% 471
2025
Q4 		$16M Sell
205,464
-56,511
-22% -$4.65M 0.03% 497
2025
Q3 		$25.4M Buy
261,975
+22,096
+9% +$2.66M 0.05% 344
2025
Q2 		$33.6M Sell
239,879
-63,342
-21% -$7.19M 0.07% 248
2025
Q1 		$22.6M Buy
303,221
+86,654
+40% +$7.57M 0.06% 321
2024
Q4 		$18.5M Buy
216,567
+62,987
+41% +$5.55M 0.05% 367
2024
Q3 		$11.6M Buy
+153,580
New +$9.77M 0.03% 504

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

Rockefeller Capital Management's LMB Position: Q2 2026 in Review

Rockefeller Capital Management reduced its Limbach Holdings (LMB) stake by 9.2% in Q2 2026, selling an estimated $1.76M and leaving 209,442 shares worth $16.1M. The position accounts for 0.02% of the portfolio, ranked #554.

Rockefeller Capital Management first reported a position in LMB in Q3 2024 and has held it in 8 quarters since. The position peaked at $33.6M in Q2 2025. 178 funds tracked by Wall St. Rank hold LMB as of Q2 2026.

  • Rockefeller Capital Management held 209,442 shares of Limbach Holdings worth $16.1M as of Q2 2026.
  • Rockefeller Capital Management sold 21,183 Limbach Holdings shares in Q2 2026, an estimated $1.76M.
  • Limbach Holdings made up 0.02% of Rockefeller Capital Management's portfolio in Q2 2026, its #554 holding.
  • Rockefeller Capital Management first reported a position in Limbach Holdings in Q3 2024 and has held it in 8 quarters since.
  • Rockefeller Capital Management's Limbach Holdings position peaked at $33.6M in Q2 2025.
  • 178 funds tracked by Wall St. Rank held Limbach Holdings as of Q2 2026.

Based on Rockefeller Capital Management's 13F filing for Q2 2026, filed 13 Aug 2026.