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BOLTON SECURITIES CORPORATION’s Limbach Holdings LMB Stock Holding History

BOLTON SECURITIES CORPORATION’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
Q3 		$391K Buy
8,000
+6,000
+300% +$345K 0.01% 674
2026
Q2 		$154K Buy
+2,000
New +$166K 0.01% 975

Other funds holding LMB

Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $61B AUM 26.91% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $179B AUM 29.92% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Royce & Associates
Royce & Associates New York $11B AUM 39.4% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
River Road Asset Management
River Road Asset Management Louisville, Kentucky $8.42B AUM 5.65% 1-Year Est. Return
Mawer Investment Management
Mawer Investment Management Calgary, Alberta, Canada $13.6B AUM 13.16% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Squarepoint
Squarepoint New York $90.8B AUM 26.98% 1-Year Est. Return

BOLTON SECURITIES CORPORATION's LMB Position: Q3 2026 in Review

BOLTON SECURITIES CORPORATION increased its Limbach Holdings (LMB) stake by 300% in Q3 2026, buying an estimated $345K and bringing the position to 8,000 shares worth $391K. The position accounts for 0.01% of the portfolio, ranked #674.

BOLTON SECURITIES CORPORATION first reported a position in LMB in Q2 2026 and has held it in 2 quarters since. 100 funds tracked by Wall St. Rank hold LMB as of Q3 2026.

  • BOLTON SECURITIES CORPORATION held 8,000 shares of Limbach Holdings worth $391K as of Q3 2026.
  • BOLTON SECURITIES CORPORATION bought 6,000 Limbach Holdings shares in Q3 2026, an estimated $345K.
  • Limbach Holdings made up 0.01% of BOLTON SECURITIES CORPORATION's portfolio in Q3 2026, its #674 holding.
  • BOLTON SECURITIES CORPORATION first reported a position in Limbach Holdings in Q2 2026 and has held it in 2 quarters since.
  • 100 funds tracked by Wall St. Rank held Limbach Holdings as of Q3 2026.

Based on BOLTON SECURITIES CORPORATION's 13F filing for Q3 2026, filed 12 Nov 2026.