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Turning Point Benefit Group’s Limbach Holdings LMB Stock Holding History

Turning Point Benefit Group’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
Q1 		– Sell
-6
Closed -$467 – 489
2025
Q4 		$467 Hold
6
– – ﹤0.01% 653
2025
Q3 		$537 Buy
+6
New +$722 ﹤0.01% 482

Other funds holding LMB

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 $59.5B AUM 35.96% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 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
NPIC
Neumeier Poma Investment Counsel Carmel, California $1.46B AUM 71.13% 1-Year Est. Return
CCM
Corsair Capital Management New York $800M AUM 94.38% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Turning Point Benefit Group's LMB Position: Q1 2026 in Review

Turning Point Benefit Group sold out of Limbach Holdings (LMB) in Q1 2026, closing a stake of 6 shares — an estimated $467 sold.

Turning Point Benefit Group first reported a position in LMB in Q3 2025 and held it in 2 quarters. The position peaked at $537 in Q3 2025. 191 funds tracked by Wall St. Rank hold LMB as of Q1 2026.

  • Turning Point Benefit Group reported no remaining Limbach Holdings position as of Q1 2026 after selling out during the quarter.
  • Turning Point Benefit Group sold 6 Limbach Holdings shares in Q1 2026, an estimated $467.
  • Turning Point Benefit Group first reported a position in Limbach Holdings in Q3 2025 and held it in 2 quarters.
  • Turning Point Benefit Group's Limbach Holdings position peaked at $537 in Q3 2025.
  • 191 funds tracked by Wall St. Rank held Limbach Holdings as of Q1 2026.

Based on Turning Point Benefit Group's 13F filing for Q1 2026, filed 12 May 2026.