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Sound Income Strategies’s Limbach Holdings LMB Stock Holding History

Sound Income Strategies’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 		– Sell
-1
Closed -$80 – 1563
2026
Q1 		$80 Buy
+1
New +$84 ﹤0.01% 2518

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

Sound Income Strategies's LMB Position: Q2 2026 in Review

Sound Income Strategies sold out of Limbach Holdings (LMB) in Q2 2026, closing a stake of 1 share — an estimated $80 sold.

Sound Income Strategies first reported a position in LMB in Q1 2026 and held it in 1 quarter. The position peaked at $80 in Q1 2026. 178 funds tracked by Wall St. Rank hold LMB as of Q2 2026.

  • Sound Income Strategies reported no remaining Limbach Holdings position as of Q2 2026 after selling out during the quarter.
  • Sound Income Strategies sold 1 Limbach Holdings share in Q2 2026, an estimated $80.
  • Sound Income Strategies first reported a position in Limbach Holdings in Q1 2026 and held it in 1 quarter.
  • Sound Income Strategies's Limbach Holdings position peaked at $80 in Q1 2026.
  • 178 funds tracked by Wall St. Rank held Limbach Holdings as of Q2 2026.

Based on Sound Income Strategies's 13F filing for Q2 2026, filed 20 Jul 2026.