RIL
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Rothschild Investment LLC’s Limbach Holdings LMB Stock Holding History

Rothschild Investment LLC’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 		$401K Buy
5,203
+5,188
+34,587% +$431K 0.02% 672
2026
Q1 		$1.17K Buy
15
+2
+15% +$168 ﹤0.01% 2804
2025
Q4 		$1.01K Sell
13
-2
-13% -$165 ﹤0.01% 2671
2025
Q3 		$1.46K Sell
15
-10
-40% -$1.2K ﹤0.01% 2416
2025
Q2 		$3.5K Hold
25
– – ﹤0.01% 1689
2025
Q1 		$1.86K Buy
25
+5
+25% +$437 ﹤0.01% 1941
2024
Q4 		$1.71K Buy
20
+5
+33% +$441 ﹤0.01% 1902
2024
Q3 		$1.14K Buy
15
+5
+50% +$318 ﹤0.01% 2080
2024
Q2 		$569 Buy
+10
New +$494 ﹤0.01% 1935

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

Rothschild Investment LLC's LMB Position: Q2 2026 in Review

Rothschild Investment LLC increased its Limbach Holdings (LMB) stake by 34,587% in Q2 2026, buying an estimated $431K and bringing the position to 5,203 shares worth $401K. The position accounts for 0.02% of the portfolio, ranked #672.

Rothschild Investment LLC first reported a position in LMB in Q2 2024 and has held it in 9 quarters since. 178 funds tracked by Wall St. Rank hold LMB as of Q2 2026.

  • Rothschild Investment LLC held 5,203 shares of Limbach Holdings worth $401K as of Q2 2026.
  • Rothschild Investment LLC bought 5,188 Limbach Holdings shares in Q2 2026, an estimated $431K.
  • Limbach Holdings made up 0.02% of Rothschild Investment LLC's portfolio in Q2 2026, its #672 holding.
  • Rothschild Investment LLC first reported a position in Limbach Holdings in Q2 2024 and has held it in 9 quarters since.
  • 178 funds tracked by Wall St. Rank held Limbach Holdings as of Q2 2026.

Based on Rothschild Investment LLC's 13F filing for Q2 2026, filed 6 Aug 2026.