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Venturi Wealth Management’s Limbach Holdings LMB Stock Holding History

Venturi Wealth Management’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
Q1 		– Sell
-59
Closed -$5.05K – 1297
2024
Q4 		$5.05K Hold
59
– – ﹤0.01% 1663
2024
Q3 		$4.47K Buy
+59
New +$3.75K ﹤0.01% 1477

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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
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
CCM
Corsair Capital Management New York $800M AUM 94.38% 1-Year Est. Return
Rockefeller Capital Management
Rockefeller Capital Management New York $65.2B AUM 31.44% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
RA
Royce & Associates New York $12.4B AUM 64.17% 1-Year Est. Return

Venturi Wealth Management's LMB Position: Q1 2025 in Review

Venturi Wealth Management sold out of Limbach Holdings (LMB) in Q1 2025, closing a stake of 59 shares — an estimated $5.05K sold.

Venturi Wealth Management first reported a position in LMB in Q3 2024 and held it in 2 quarters. The position peaked at $5.05K in Q4 2024. 194 funds tracked by Wall St. Rank hold LMB as of Q1 2025.

  • Venturi Wealth Management reported no remaining Limbach Holdings position as of Q1 2025 after selling out during the quarter.
  • Venturi Wealth Management sold 59 Limbach Holdings shares in Q1 2025, an estimated $5.05K.
  • Venturi Wealth Management first reported a position in Limbach Holdings in Q3 2024 and held it in 2 quarters.
  • Venturi Wealth Management's Limbach Holdings position peaked at $5.05K in Q4 2024.
  • 194 funds tracked by Wall St. Rank held Limbach Holdings as of Q1 2025.

Based on Venturi Wealth Management's 13F filing for Q1 2025, filed 6 May 2025.