Thrivent Financial for Lutherans’s Limbach Holdings LMB Stock Holding History

Thrivent Financial for Lutherans’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	$66.5M	Sell	864,210 -15,428	-2%	-$1.28M	0.11%	223
2026 Q1	$68.7M	Buy	879,638 +89,006	+11%	+$7.49M	0.13%	183
2025 Q4	$61.5M	Buy	790,632 +55,511	+8%	+$4.57M	0.11%	226
2025 Q3	$71.4M	Buy	735,121 +573,136	+354%	+$69M	0.14%	175
2025 Q2	$22.7M	Sell	161,985 -6,982	-4%	-$792K	0.05%	346
2025 Q1	$12.6M	Buy	168,967 +116,618	+223%	+$10.2M	0.03%	519
2024 Q4	$4.48M	Buy	52,349 +5,362	+11%	+$473K	0.01%	957
2024 Q3	$3.56M	Buy	46,987 +382	+0.8%	+$24.3K	0.01%	1090
2024 Q2	$2.65M	Buy	+46,605	New	+$2.3M	0.01%	1208

Other funds holding LMB

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Royce & Associates New York $12.4B AUM 64.17% 1-Year Est. Return

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 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 Austin, Texas $552B AUM 44.19% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Thrivent Financial for Lutherans's LMB Position: Q2 2026 in Review

Thrivent Financial for Lutherans reduced its Limbach Holdings (LMB) stake by 1.8% in Q2 2026, selling an estimated $1.28M and leaving 864,210 shares worth $66.5M. The position accounts for 0.11% of the portfolio, ranked #223.

Thrivent Financial for Lutherans first reported a position in LMB in Q2 2024 and has held it in 9 quarters since. The position peaked at $71.4M in Q3 2025. 178 funds tracked by Wall St. Rank hold LMB as of Q2 2026.

Thrivent Financial for Lutherans held 864,210 shares of Limbach Holdings worth $66.5M as of Q2 2026.
Thrivent Financial for Lutherans sold 15,428 Limbach Holdings shares in Q2 2026, an estimated $1.28M.
Limbach Holdings made up 0.11% of Thrivent Financial for Lutherans's portfolio in Q2 2026, its #223 holding.
Thrivent Financial for Lutherans first reported a position in Limbach Holdings in Q2 2024 and has held it in 9 quarters since.
Thrivent Financial for Lutherans's Limbach Holdings position peaked at $71.4M in Q3 2025.
178 funds tracked by Wall St. Rank held Limbach Holdings as of Q2 2026.

Based on Thrivent Financial for Lutherans's 13F filing for Q2 2026, filed 14 Aug 2026.