UBS AM
LMB icon

UBS AM’s Limbach Holdings LMB Stock Holding History

UBS AM’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 		$1.68M Sell
21,769
-414
-2% -$34.4K ﹤0.01% 2129
2026
Q1 		$1.73M Buy
22,183
+165
+0.7% +$13.9K ﹤0.01% 2108
2025
Q4 		$1.71M Buy
22,018
+5,314
+32% +$437K ﹤0.01% 1945
2025
Q3 		$1.62M Sell
16,704
-13,119
-44% -$1.58M ﹤0.01% 1833
2025
Q2 		$4.18M Buy
29,823
+13,765
+86% +$1.56M ﹤0.01% 1792
2025
Q1 		$1.2M Buy
16,058
+700
+5% +$61.2K ﹤0.01% 2229
2024
Q4 		$1.31M Buy
15,358
+6,871
+81% +$606K ﹤0.01% 2243
2024
Q3 		$643K Buy
+8,487
New +$540K ﹤0.01% 2576

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

UBS AM's LMB Position: Q2 2026 in Review

UBS AM reduced its Limbach Holdings (LMB) stake by 1.9% in Q2 2026, selling an estimated $34.4K and leaving 21,769 shares worth $1.68M. The position accounts for ﹤0.01% of the portfolio, ranked #2129.

UBS AM first reported a position in LMB in Q3 2024 and has held it in 8 quarters since. The position peaked at $4.18M in Q2 2025. 178 funds tracked by Wall St. Rank hold LMB as of Q2 2026.

  • UBS AM held 21,769 shares of Limbach Holdings worth $1.68M as of Q2 2026.
  • UBS AM sold 414 Limbach Holdings shares in Q2 2026, an estimated $34.4K.
  • Limbach Holdings made up ﹤0.01% of UBS AM's portfolio in Q2 2026, its #2129 holding.
  • UBS AM first reported a position in Limbach Holdings in Q3 2024 and has held it in 8 quarters since.
  • UBS AM's Limbach Holdings position peaked at $4.18M in Q2 2025.
  • 178 funds tracked by Wall St. Rank held Limbach Holdings as of Q2 2026.

Based on UBS AM's 13F filing for Q2 2026, filed 13 Aug 2026.