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True Wealth Design’s Limbach Holdings LMB Stock Holding History

True Wealth Design’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
Q4 		– Sell
-14
Closed -$1.36K – 2710
2025
Q3 		$1.36K Hold
14
– – ﹤0.01% 1638
2025
Q2 		$1.96K Hold
14
– – ﹤0.01% 1194
2025
Q1 		$1.04K Buy
14
+11
+367% +$961 ﹤0.01% 1250
2024
Q4 		$257 Hold
3
– – ﹤0.01% 1193
2024
Q3 		$228 Buy
+3
New +$191 ﹤0.01% 1189

Other funds holding LMB

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
NPIC
Neumeier Poma Investment Counsel Carmel, California $1.21B AUM 70.48% 1-Year Est. Return
CCM
Corsair Capital Management New York $673M AUM 109.99% 1-Year Est. Return

True Wealth Design's LMB Position: Q4 2025 in Review

True Wealth Design sold out of Limbach Holdings (LMB) in Q4 2025, closing a stake of 14 shares — an estimated $1.36K sold.

True Wealth Design first reported a position in LMB in Q3 2024 and held it in 5 quarters. The position peaked at $1.96K in Q2 2025. 183 funds tracked by Wall St. Rank hold LMB as of Q4 2025.

  • True Wealth Design reported no remaining Limbach Holdings position as of Q4 2025 after selling out during the quarter.
  • True Wealth Design sold 14 Limbach Holdings shares in Q4 2025, an estimated $1.36K.
  • True Wealth Design first reported a position in Limbach Holdings in Q3 2024 and held it in 5 quarters.
  • True Wealth Design's Limbach Holdings position peaked at $1.96K in Q2 2025.
  • 183 funds tracked by Wall St. Rank held Limbach Holdings as of Q4 2025.

Based on True Wealth Design's 13F filing for Q4 2025, filed 8 Jan 2026.