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TD Private Client Wealth’s Limbach Holdings LMB Stock Holding History

TD Private Client Wealth’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
2025
Q2 		– Sell
-19
Closed -$1.42K – 1469
2025
Q1 		$1.42K Buy
+19
New +$1.66K ﹤0.01% 1244

Other funds holding LMB

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
CCM
Corsair Capital Management New York $800M AUM 94.38% 1-Year Est. Return
NPIC
Neumeier Poma Investment Counsel Carmel, California $1.46B AUM 71.13% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

TD Private Client Wealth's LMB Position: Q2 2025 in Review

TD Private Client Wealth sold out of Limbach Holdings (LMB) in Q2 2025, closing a stake of 19 shares — an estimated $1.42K sold.

TD Private Client Wealth first reported a position in LMB in Q1 2025 and held it in 1 quarter. The position peaked at $1.42K in Q1 2025. 222 funds tracked by Wall St. Rank hold LMB as of Q2 2025.

  • TD Private Client Wealth reported no remaining Limbach Holdings position as of Q2 2025 after selling out during the quarter.
  • TD Private Client Wealth sold 19 Limbach Holdings shares in Q2 2025, an estimated $1.42K.
  • TD Private Client Wealth first reported a position in Limbach Holdings in Q1 2025 and held it in 1 quarter.
  • TD Private Client Wealth's Limbach Holdings position peaked at $1.42K in Q1 2025.
  • 222 funds tracked by Wall St. Rank held Limbach Holdings as of Q2 2025.

Based on TD Private Client Wealth's 13F filing for Q2 2025, filed 15 Jul 2025.