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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

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

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. 179 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.
  • 179 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.