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Toth Financial Advisory’s Limbach Holdings LMB Stock Holding History

Toth Financial Advisory’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 		$5.78K Hold
75
– – ﹤0.01% 638
2026
Q1 		$5.85K Hold
75
– – ﹤0.01% 622
2025
Q4 		$5.84K Hold
75
– – ﹤0.01% 618
2025
Q3 		$7.28K Buy
+75
New +$9.03K ﹤0.01% 569
2019
Q3 		– Sell
-100
Closed -$1K – 497
2019
Q2 		$1K Hold
100
– – ﹤0.01% 437
2019
Q1 		$1K Sell
100
-100
-50% -$570 ﹤0.01% 410
2018
Q4 		$1K Buy
+200
New +$1.47K ﹤0.01% 393

Other funds holding LMB

WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
RRAM
River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return
PA
PFG Advisors Phoenix, Arizona $1.98B AUM 28.18% 1-Year Est. Return
CFG
Cassilly Financial Group Severna Park, Maryland $138M AUM
AWM
Accurate Wealth Management Wesley Chapel, Florida $1.05B AUM 30.92% 1-Year Est. Return
ACS
Archford Capital Strategies Swansea, Illinois $987M AUM 29.31% 1-Year Est. Return
PCM
Palouse Capital Management Spokane, Washington $160M AUM 36.15% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.12B AUM 34.21% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.87B AUM 24.64% 1-Year Est. Return

Toth Financial Advisory's LMB Position: Q2 2026 in Review

Toth Financial Advisory held its Limbach Holdings (LMB) position steady in Q2 2026 at 75 shares worth $5.78K. The position accounts for ﹤0.01% of the portfolio, ranked #638.

Toth Financial Advisory first reported a position in LMB in Q4 2018 and has held it in 7 quarters since. The position peaked at $7.28K in Q3 2025. 12 funds tracked by Wall St. Rank hold LMB as of Q2 2026.

  • Toth Financial Advisory held 75 shares of Limbach Holdings worth $5.78K as of Q2 2026.
  • Toth Financial Advisory left its Limbach Holdings share count unchanged in Q2 2026.
  • Limbach Holdings made up ﹤0.01% of Toth Financial Advisory's portfolio in Q2 2026, its #638 holding.
  • Toth Financial Advisory first reported a position in Limbach Holdings in Q4 2018 and has held it in 7 quarters since.
  • Toth Financial Advisory's Limbach Holdings position peaked at $7.28K in Q3 2025.
  • 12 funds tracked by Wall St. Rank held Limbach Holdings as of Q2 2026.

Based on Toth Financial Advisory's 13F filing for Q2 2026, filed 14 Jul 2026.